J3260 - In-Life Transaction Portfolio Manager - UK, Thames Valley (Hybrid) - Asset Finance

Job title: J3260 - In-Life Transaction Portfolio Manager - UK, Thames Valley (Hybrid) - Asset Finance
Contract type: Permanent
Location: Buckinghamshire
Function: Credit / Risk,
Salary: To £50,000 plus excellent bonus and benefits
Reference: J3260
Contact email: careers@newleafsearch.com
Job Published: November 24, 2023
Remote WorkingHybrid

Job description

​J3260 - New Leaf Search has partnered with an international provider of business-to-business financial solutions in their search for an In-Life Transaction Portfolio Manager. You will play a key role in ensuring the effective in-life risk management of large, non-standard, and complex transactions, especially in the Marine, and Clean Technology market. This is a significant role within an established and diverse business with ambitious growth plans, looking to develop new markets and embrace new technology.

Salary: To £50,000 plus excellent bonus and benefits. Location: UK, Thames Valley (Hybrid).


  • Manage a portfolio of in-life asset finance transactions, ensuring they meet internal policies and regulatory requirements.

  • Ensure customers provide information in order to fulfil their obligations under facility agreement terms and conditions.

  • Undertake financial and non-financial covenant compliance checks.

  • Collate and review information and prepare regular reports for Risk and Sales.

  • Maintain a schedule for inspections, insurance renewal dates, classification survey dates, interest period renewal dates.

  • Register relevant security documents with Companies House, Maritime & Coastguard agency.


  • Experience within a lending / risk management function within financial services.

  • Experience with larger structured loans and documentation.

  • Self-motivated with excellent organisation and time management skills.

  • Capability with IT systems and the digitalisation of processes.

  • Excellent communication skills to collaborate with customers, external suppliers, and internal colleagues including Sales, Risk, Legal and others.

This is a great opportunity to join a leading financial services company offering realistic career progression.

We strongly favour applicants with proven, relevant experience in Financial Services; particularly in Asset Finance and Leasing.

Applicants will only be considered with relevant in-country experience.

Contact us for a confidential discussion.

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Jane Theobald

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