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Portfolio Monitoring Manager
Job Location:
Monthly Salary:
Not provided by the employer
Monthly Salary:
Experience Required:
5years
Experience Required:
Posted:
6 June 2026 (30+ days ago)
Posted:
Application Deadline:
3 September 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Job Summary
The Portfolio Monitoring Manager will own the performance and health of the company and revenue-based financing (RBF) book. You will design and run the monitoring framework that tracks every portfolio company from disbursement through repayment flagging risks early and driving value-add interventions. This is a foundational hire you will build the monitoring infrastructure that supports the funds growth.
Key responsibilities
- Build and maintain the companys portfolio monitoring framework covering financial operational ESG and impact KPIs for every investee company.
- Track covenant compliance repayment schedules arrears and restructurings across the debt and RBF book; produce monthly portfolio dashboards for the Investment Committee.
- Lead quarterly portfolio company reviews including site visits management meetings and covenant testing.
- Develop early-warning indicators for credit deterioration and coordinate workout or recovery strategies with the Risk Manager and external counsel where needed.
- Prepare LP reporting packs capital account statements and impact performance reports in line with IRIS and DGGF requirements.
- Work with portfolio companies to strengthen their financial reporting governance and management information systems.
- Partner with the Technical Assistance team to design and deliver post-investment support programmes.
Requirements
- 58 years of experience in portfolio monitoring credit administration loan servicing or post investment management ideally within a bank DFI private credit fund or impact lender.
- Direct experience monitoring debt and/or revenue-based financing transactions is essential.
- Strong financial analysis skills you can read a set of accounts spot covenant breaches and build a cash-flow waterfall
- Experience producing investor/LP reports and working with impact measurement frameworks (IRIS 2X IMP) is a plus.
- Bachelors degree in Finance Accounting Economics or related field; professional qualifications (ACCA ACA CFA CIPM) highly regarded.
- Excellent written English; working French is an advantage given our Francophone portfolio.
- Self-starter comfortable building processes from scratch in a fast-growing fund environment
