Debt Portfolio Manager - Energy Transition

2 нед. назад

United KingdomEurope

investment managementportfolio managementfinancial analysis

Managing debt portfolios with a focus on energy transition investments to achieve superior risk-adjusted returns.

Обязанности

Own the day-to-day management of an assigned portfolio, including relationship management, financial analysis, cashflow modelling, covenant testing and proactive risk identification.
Review management information, interrogate financial performance and monitor sector and adviser reports to ensure ongoing credit quality of the private debt portfolio and ensure timely reporting to senior management of any issues arising.
Analysing and tracking performance of loans against business plans, borrowing bases and financial key performance indicators (KPIs) ensuring that the lending portfolio is monitored in line with terms of funding and Group policy.
Review and approve, where necessary, requests (e.g. waiver letters) from borrowers, including obtaining the adequate internal approvals required for approving such requests on a timely manner.
Review transaction legal documentation to exercise appropriate governance at the portfolio, liaising with internal and external legal advisers as appropriate. Support the Portfolio Director in commercial negotiations and documentation processes.
Maintain regular, senior-level communication with borrowers, management teams, sponsors, and advisers to strengthen long-term relationships.
Prepare, review and present high-quality investment memos, quarterly portfolio reporting and Investment Committee materials, with clear analysis and recommendations.
Act as a primary point of contact for internal and external stakeholders on portfolio matters, building effective relationships and escalating complex issues with ownership.
Ensure execution is timely, commercially sound, risk-aligned and operationally smooth.

Условия

Be a part of a forward-thinking, growing and innovative company.
Work with a talented and driven team in a collaborative and connected environment.
Competitive salary and comprehensive benefits package.
Opportunities for professional development and career progression.

Другое

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. 
There are 230+ employees at , all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work  2025 & 2026' .
’s Energy team has developed a reputation for investing in the fastest-growing segments of energy transition. By achieving a first-mover advantage, the team delivers superior risk-adjusted returns to our investors.
The business is underpinned by a highly entrepreneurial and dynamic group of individuals with backgrounds in private equity, private debt, investment banks and M&A advisory. Our core expertise is in the Energy sector, and we use that expertise to invest across the capital structure and across all energy transition technologies in order to accelerate the transition to Net Zero. The team accomplishes this through a range of financial structures, including debt and equity investments, and we are responsible for overseeing the long-term performance of those assets post-investment.
The Debt Portfolio Manager plays a critical role in protecting investor capital and supporting strong, sustainable returns across ’s Energy Transition portfolio. The role is responsible for the day-to-day management of a diverse portfolio of private market debt across different technologies in the renewables sector and will be required to perform high-quality financial analysis, portfolio monitoring, and proactive risk management.
The role includes responsibility for delivering reporting requirements of the portfolio to internal stakeholders and working closely with the Finance, Legal and Operations teams to oversee performance monitoring and reporting.
This role embodies ’s High-Performance Culture, combining technical excellence with ownership, curiosity and collaboration and is a great opportunity for someone looking to progress their career with a team and employer committed to supporting the development of colleagues.
Extensive years of experience of managing a portfolio of loans in an active lending organisation, ideally in a portfolio function.
Experience of managing investment or loans in the Energy Transition sector, including construction stage assets.
Strong financial analysis capability with demonstrated ability to apply judgement beyond the numbers, balancing risk, structure and commercial context.
Strong organisation and project management, with ability to manage end-to-end process with internal and external parties.
High attention to detail, with full ownership of data quality, information accuracy, and adherence to deadlines.
Experience in portfolio management in either credit analysis or commercial management, with exposure to Investment Committee processes.
Excellent written and verbal communication skills – presents ideas in a clear, concise and constructive manner.
 
Financial and credit judgement interrogates financial performance and covenant compliance, and applies judgement beyond the numbers to flag risk early.
Stakeholder and relationship management builds and maintains senior-level relationships with borrowers, sponsors, advisers and internal teams.
Communication and influencing presents analysis and recommendations clearly and persuasively to Investment Committee and senior stakeholders.
Ownership and accountability takes full responsibility for portfolio outcomes, data quality and deadlines, escalating issues proactively.
Collaboration works effectively across Finance, Legal and Operations to deliver shared reporting and governance outcomes.
Commercial and sector acumen understands the energy transition market context well enough to protect capital and support returns.
High Performance at means living our values at the top of your game.
Our five values are below, you can read more on our website about how we embed our values to drive a high-performance culture.
·         Stay Curious
·         Be Generous
·         Take Thoughtful Action
·         Pull Together
·         Own It
In line with our values  Stay Curious and Take Thoughtful Action every employee has access to AI Tools and is encouraged to explore how AI and automation can enhance their work.
offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits  HERE . 
is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team. 
STRICTLY NO AGENCIES
You can find a link to our candidate privacy notice HERE.