Portfolio Manager
other jobs KFS Recruitment
Added before 5 Days
- England,London,City of London
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Portfolio Manager
Specialist Finance
London / Hybrid
Up to £50,000
We’re looking for a detail-oriented Portfolio Manager to join the Portfolio Management team within Bridging Finance and Specialist Mortgages.
This role plays a pivotal part in managing and supporting a portfolio of bridging and specialist mortgage accounts.
Key Responsibilities
*Monitor loan expiries, extensions, construction milestones, interest tranches, and part releases
*Prepare and oversee monthly time-delay and cost overrun analysis
*Perform cashflow analysis against approved credit to identify material variances
*Monitor early warning indicators and escalate concerns in line with bank policy
*Act as the first point of contact for customers, brokers, and internal stakeholders
*Approve advances, materials on site, and payments within delegated authority
*Produce customer administration documents, including redemption statements
*Maintain accurate portfolio records and monitoring systems
*Prepare high-quality credit proposals for amendments to existing facilities
*Ensure compliance with credit policies and procedures
*Produce clear and accurate management information and reporting
*Work closely with lending, underwriting, and risk teams
*Support department and bank-wide projects as required
*Contribute proactively to a collaborative and high-performing team environment
Skills and experience
*Experience in property lending or development finance within banking or property services
*Strong understanding of bridging finance and refurbishment-led lending
*Proven ability to manage multiple priorities in a fast-paced environment
*Strong analytical skills with the ability to interpret and present complex information
*High attention to detail and accuracy in all aspects of work
*Customer-focused mindset with a track record of delivering excellent service
Benefits:
*Competitive remuneration
*Discretionary annual bonus
*Annual pay review
*Private Medical Insurance
*Mental health & wellbeing support
*25 days annual leave + Holiday Buy Scheme
*Cycle to Work Scheme & Green Car Scheme
*Enhanced family leave policies
*Study support & professional memberships
*Hybrid working (50/50)
*Rewards – lifestyle & retail discounts
*Pension scheme – 8% employer contribution (non-contributory)
*Interest-free season ticket loan
*Annual volunteering day & Net Zero employer commitment
Specialist Finance
London / Hybrid
Up to £50,000
We’re looking for a detail-oriented Portfolio Manager to join the Portfolio Management team within Bridging Finance and Specialist Mortgages.
This role plays a pivotal part in managing and supporting a portfolio of bridging and specialist mortgage accounts.
Key Responsibilities
*Monitor loan expiries, extensions, construction milestones, interest tranches, and part releases
*Prepare and oversee monthly time-delay and cost overrun analysis
*Perform cashflow analysis against approved credit to identify material variances
*Monitor early warning indicators and escalate concerns in line with bank policy
*Act as the first point of contact for customers, brokers, and internal stakeholders
*Approve advances, materials on site, and payments within delegated authority
*Produce customer administration documents, including redemption statements
*Maintain accurate portfolio records and monitoring systems
*Prepare high-quality credit proposals for amendments to existing facilities
*Ensure compliance with credit policies and procedures
*Produce clear and accurate management information and reporting
*Work closely with lending, underwriting, and risk teams
*Support department and bank-wide projects as required
*Contribute proactively to a collaborative and high-performing team environment
Skills and experience
*Experience in property lending or development finance within banking or property services
*Strong understanding of bridging finance and refurbishment-led lending
*Proven ability to manage multiple priorities in a fast-paced environment
*Strong analytical skills with the ability to interpret and present complex information
*High attention to detail and accuracy in all aspects of work
*Customer-focused mindset with a track record of delivering excellent service
Benefits:
*Competitive remuneration
*Discretionary annual bonus
*Annual pay review
*Private Medical Insurance
*Mental health & wellbeing support
*25 days annual leave + Holiday Buy Scheme
*Cycle to Work Scheme & Green Car Scheme
*Enhanced family leave policies
*Study support & professional memberships
*Hybrid working (50/50)
*Rewards – lifestyle & retail discounts
*Pension scheme – 8% employer contribution (non-contributory)
*Interest-free season ticket loan
*Annual volunteering day & Net Zero employer commitment
Job number 3370999
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Company Details:
KFS Recruitment
KFS began its journey in January 2016. After working in the Financial Services Recruitment sector for 10 years, Kerry Stephens realised it was time to...