Triple Point

Finance

PortfolioManagerRelationshipServices

London, United Kingdom
The Brief

“Portfolio Manager - Relationship Services at Triple Point. Skills: Portfolio monitoring, AI platforms, Credit papers. Contribute to credit papers. Own sections of credit papers”

Industry & Context.

Finance
Problems you'll solve

Highly numerate; Analytical; Precise; Detail-oriented; Accurate analysis

What They're Looking For.

Must Have

Maintain loan management system accuracy, Complete KYC, Complete regulatory requirements, Complete operational requirements

Nice to Have

Knowledge experience with portfolio monitoring, Knowledge experience with CRM systems, Working knowledge of AI platforms, Experience using AI platforms

What You'll Do.

Contribute to credit papers

Own sections of credit papers

Support complex exercises

Maintain loan management system accuracy

Complete KYC requirements

Complete regulatory requirements

Complete operational requirements

Explore AI and automation

How You'll Work.

Team & Collaboration

Collaborative team; Connected environment; Pull Together

Communication Scope

Excellent interpersonal skills; Communication skills; Confident engaging at all levels

Process & Methodology

Organised, Prioritise tasks

Free ATS check

Applying for this Portfolio Manager - Relationship Services role?

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