Portfolio Manager - Development Finance
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Added before 9 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £65,000 per annum
Job Description:
Portfolio Manager - Development Finance
Leeds | £65,000 Salary |Hybrid Working (50% Office / 50% Remote)
Reporting to the MD, Development Finance, you will play a central role in monitoring performance, identifying emerging risks early, and working closely with Lending Directors and Relationship Managers to protect and enhance portfolio quality.
This is a hands-on position requiring strong analytical capability, commercial awareness, and the confidence to engage directly with borrowers and professional advisers.
Key Responsibilities
Portfolio Oversight & Credit Stewardship
*Monitor loan expiries, interest tranches, construction milestones and sales performance
*Conduct site inspections to assess build progress, quality and budget adherence
*Review cashflows and variance analysis against approved models
*Support restructuring recommendations and prepare credit papers
Risk Monitoring & Reporting
*Complete monthly delay and cost overrun analysis
*Monitor unit sales performance and flag slow sales or undervalue risks
*Maintain accurate portfolio data and management systems
*Produce high-quality reporting for Committee and periodic credit reviews
Collaboration & Relationship Management
*Partner with Lending Directors, Relationship Managers and Credit teams
*Build strong relationships with borrowers, monitoring surveyors, valuers and legal advisers
*Contribute to annual credit reviews and portfolio strategy discussions
*Support enhancements in reporting systems (Keystone, Tableau)
Experience required
*3-5 years’ experience in property lending or development finance
*Strong understanding of residential development funding structures
*Commercially aware with strong analytical and credit assessment skills
*Excellent stakeholder management and communication capability
*Ability to travel for site visits
*Basic construction knowledge (desirable)
*Experience with Phoebus, Keystone or Tableau (advantageous)
You will be detail-driven, proactive in identifying risk, and comfortable operating in a dynamic, project-based lending environment.
Leeds | £65,000 Salary |Hybrid Working (50% Office / 50% Remote)
Reporting to the MD, Development Finance, you will play a central role in monitoring performance, identifying emerging risks early, and working closely with Lending Directors and Relationship Managers to protect and enhance portfolio quality.
This is a hands-on position requiring strong analytical capability, commercial awareness, and the confidence to engage directly with borrowers and professional advisers.
Key Responsibilities
Portfolio Oversight & Credit Stewardship
*Monitor loan expiries, interest tranches, construction milestones and sales performance
*Conduct site inspections to assess build progress, quality and budget adherence
*Review cashflows and variance analysis against approved models
*Support restructuring recommendations and prepare credit papers
Risk Monitoring & Reporting
*Complete monthly delay and cost overrun analysis
*Monitor unit sales performance and flag slow sales or undervalue risks
*Maintain accurate portfolio data and management systems
*Produce high-quality reporting for Committee and periodic credit reviews
Collaboration & Relationship Management
*Partner with Lending Directors, Relationship Managers and Credit teams
*Build strong relationships with borrowers, monitoring surveyors, valuers and legal advisers
*Contribute to annual credit reviews and portfolio strategy discussions
*Support enhancements in reporting systems (Keystone, Tableau)
Experience required
*3-5 years’ experience in property lending or development finance
*Strong understanding of residential development funding structures
*Commercially aware with strong analytical and credit assessment skills
*Excellent stakeholder management and communication capability
*Ability to travel for site visits
*Basic construction knowledge (desirable)
*Experience with Phoebus, Keystone or Tableau (advantageous)
You will be detail-driven, proactive in identifying risk, and comfortable operating in a dynamic, project-based lending environment.
Job number 3434613
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