Job description

  • Location:
    London - 30 Gresham Street
  • Department:
    Real Estate
  • Division:
    Private Bank
  • Employment Type:
    Full time
  • Salary:

Portfolio Manager (4013)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Key Responsibilities;

  • To take responsibility for a portfolio of clients with overall accountability for the credit quality of the portfolio.     
  • To develop and expand the client relationships through repeat business, including refinancing, development and investment lending;
  • To support the Team Lead and manage new clients introduced by him/her;
  • To consistently achieve target levels of new business as agreed with Team Head;
  • Review or complete financial analysis and client and property due diligence for new deals;
  • Review or prepare credit applications and present transactions to bank's credit committee for credit approval;
  • Work with analysts and originators as part of deal team;
  • Manage and execute the post-credit due diligence, pre drawdown, including review of legal documentation, valuation reports and QS reports;
  • Post drawdown, manage each deal through to repayment ensuring all conditions imposed are complied with throughout;
  • Be responsible for annual reviews and contractual expiries;
  • Ensure operational and relationship excellence;
  • Manage exposure and exit strategies through Portfolio risk review;
  • Contribute to the development of the SPF business and cross business introductions;
  • Work on a collaborative basis across the Origination team and PB;
  • Identify opportunities for wider PB/ICIB/IW&I;

Core Skills and Knowledge;

  • Regulatory Knowledge as applicable to role (compulsory);
  • Ability to deal with demanding clients and work within tight deadlines;
  • Strong networking and relationship management skills;
  • In-depth property lending market knowledge;
  • Advanced Cash-flow modelling in excel;
  • Extensive understanding of loans and finance documentation;
  • Advanced deal structuring skills- matching customer needs, risk and reward in line with Bank's risk appetite;
  • Analytical Skills - ability to review and analyse business proposals, financing requirements, balance sheets and cash flow understanding;
  • Presentation skills - externally and internally including credit process;
  • Coaching & Assessment  (compulsory for Managers and Supervisors)

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Lindsay Russell

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance