Portfolio Director - Portfolio Management, Corporate Leverage
Core
End-to-end ownership of a portfolio of Corporate Leverage client accounts, managing them in line with business model and credit procedures while safeguarding data integrity.
Role type
Senior IC Portfolio Director (Corporate Leverage)
Builds
Cashflow lending solutions for SME corporates across growth, development, acquisitions, and ownership changes.
Domain
Financial Services / Corporate Lending
Required skills
Leverage financing experience, Financial Services background, Cashflow lending product knowledge, Financial analysis, Risk management, Stakeholder management, Team leadership, Compliance adherence, Process improvement, Microsoft Office proficiency
Preferred skills
None stated
Technologies
Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Manage senior board-level client stakeholders and their professional advisers; Develop understanding of clients' business models and financial performance; Collaborate with Origination and Transaction Management teams; Review clients' financial information and analyse trends; Produce accurate reviews/reports for internal risk or Credit committees; Act as first line of defence for risk management and compliance; Provide line management and coaching for commercial loans officers and analysts; Lead or support change initiatives and process improvements.