The Role
The Portfolio Monitoring Manager will manage performance monitoring of the RBF book, design monitoring frameworks, track compliance, and prepare reporting packs. They will work closely with portfolio companies and the Technical Assistance team for support programs.
Summary Generated by Built In
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 fund's growth.
Key responsibilities
- Build and maintain the company's 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
- 5–8 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.
- Bachelor's 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
Skills Required
- 5-8 years of experience in portfolio monitoring or related fields
- Strong financial analysis skills
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Professional qualifications (ACCA, ACA, CFA, CIPM)
- Experience producing investor/LP reports
- Excellent written English; working French is an advantage
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The Company
What We Do
Alan&Grant is a People Development Company creating innovative HR & Organisational Development Solutions for result-driven organizations, focusing on improving performance and aligning the workforce.
