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Specialist Loan Ops & Loans MO Recruiter for UK & USA | MD at Johnson Associates
Our client, a rapidly expanding asset-based lending business, is seeking an exceptional Portfolio Monitoring Manager to join their growing team in London. This role has been created due to significant portfolio growth and represents a unique opportunity to make your mark within a dynamic, entrepreneurial environment.
Operating within the middle to front office, you’ll work directly alongside the investment team, playing a pivotal role in monitoring a diverse multinational portfolio. This is your chance to shape processes, develop sophisticated monitoring tools, and deliver best‑in‑class portfolio oversight across multiple transaction types and geographies.
The Role
Reporting to the Head of Portfolio, you’ll be at the heart of investment decision‑making, bridging borrowers, investment management, financial modelling, operations, and finance teams to ensure comprehensive portfolio visibility:
Core Responsibilities
- Analyse and track loan and investment performance against financial plans, borrowing bases, and KPIs with meticulous attention to detail
- Maintain rigorous oversight of collateral positions, liquidity metrics, future funding requirements, and exit strategies
- Design, build, and maintain dynamic portfolio monitoring dashboards and reporting tools that drive informed decision‑making
- Review and enhance existing systems and processes to improve consistency and visibility as the portfolio scales
- Deliver compelling monthly, quarterly, and ad‑hoc investment reports for investment committees, senior management, and external stakeholders
- Collaborate with external advisors to ensure full compliance across the portfolio
- Identify opportunities for deeper analysis on existing and prospective investments
- Own the maintenance and continuous improvement of portfolio management systems
What You’ll Bring
- Several years’ experience in audit, transaction services, asset‑based lending, or private equity (Big 4 or equivalent background highly valued)
- Professional accounting qualification (ACA, ACCA, CIMA, or equivalent)
- University degree with strong business or analytical foundation
- Advanced MS Excel proficiency and enthusiasm for mastering new software platforms
- Exceptional analytical capabilities with the ability to distil complex data into actionable insights
- Outstanding communication skills—written and verbal—to influence stakeholders at all levels
Highly Desirable
- Direct experience in asset‑based lending and portfolio monitoring
- Hands‑on familiarity with portfolio monitoring tools and platforms
Your Attributes
- Natural initiative and creative problem‑solving mindset
- Hands‑on approach with the ability to identify issues and architect solutions independently
- Intellectually curious with strong commercial awareness
- Thrives in fast‑paced, growing environments where no two days are the same
What’s On Offer
- Performance‑related bonus scheme
- Hybrid working model (4 days per week in London office)
- Opportunity to grow with an expanding business and expanding portfolio
- Direct exposure to senior leadership and investment decision‑makers
This is a rare opportunity to join a high‑performing team at an inflection point of growth. If you’re ready to elevate your career in a role that combines technical excellence with strategic impact, we want to hear from you.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Other
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