Portfolio Manager – Corporate Leverage Portfolio Management

Overview

As Portfolio Manager in Shawbrook’s Corporate Leverage team, you own a portfolio of SME corporate lending relationships, guiding them through growth and ownership changes. You work with board-level clients and internal partners to develop opportunities while safeguarding data integrity and credit quality. You act as first line of defence, managing risk within lending policies and driving process improvements. This role combines customer-facing relationship management with rigorous credit and data-driven analysis, in a fast-paced, innovative bank culture.

Pay / Benefits

• Market-leading family-friendly policies (Maternity, Adoption, Paternity) from Day 1
• Headspace mindfulness app
• Peppy fertility/menopause support
• EAP for wellbeing and financial queries
• Cycle to work scheme
• Contributory pension scheme & death in service

Responsibilities

• Serve as a trusted point of contact for clients, supporting growth plans and resolving queries
• Build and sustain board-level client relationships to maximise lifetime value and retention
• Understand clients’ business models, strategies, markets and financial performance
• Collaborate with Origination and Transaction Management to advance opportunities within risk appetite
• Review financial information and trends from statutory/management accounts, forecasts and budgets
• Produce accurate client reports for risk committees and review meetings
• Act as first line of defence, monitor risk drivers and perform regular credit reviews
• Identify and escalate compliance breaches, errors or potential fraud to minimise losses
• Lead or support change initiatives, process improvements and infrastructure updates
• Provide coaching and development to commercial loans officers and analysts
• Champion best practice and cross-functional collaboration to strengthen team operations

Key requirements

• Proven track record in leverage financing or a comparable environment
• Experience in Financial Services
• Deep understanding of cashflow lending products and procedures
• Strong analytical and financial analysis skills with risk awareness
• Proficiency with Microsoft Office (Excel, Word, PowerPoint) and use of AI tools within guardrails
• Ability to manage high volumes of work with accuracy and client focus
• Excellent verbal, written and presentation skills with influencing credibility
• Collaborative, adaptable mindset with strong organizational skills and attention to detail
• Resilience under pressure and robust client-centric professionalism

• collaborative
• adaptable
• attention to detail
• cashflow lending
• credit risk management
• financial analysis

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