Treasury Portfolio Manager
We’re looking for a highly analytical and detail-driven Treasury Portfolio Manager to join our dynamic team.
About us
LendInvest is the UK’s leading FinTech platform for property finance. Over the past 17 years, we have grown from just our two founders to a team of over 200 working to make property finance simple for everyone.
A workplace culture built around trying new things, getting things done, and having fun while we do it has helped us lend more than £7.5 billion of mortgages, put thousands of new or improved homes into the UK housing market, and successfully launch on the London Stock Exchange. We have big plans to continue growing the business, our products, our technology, and our people.
About the Role
We’re looking for a highly analytical and detail-driven Treasury Portfolio Manager to join our dynamic team. This is a fantastic opportunity for someone with 4–5 years’ experience and a background in loans, mortgages, or structured finance — ideally gained at a bank, credit provider, lending platform, rating agency, or within financial services.
You’ll be central to our treasury and fund operations, supporting both the Director of Treasury Markets and Fund Manager Director in managing institutional investor accounts, driving funding efficiency, and contributing to capital strategy.
What You’ll Be Doing
Analyse property loan portfolios and optimise funding allocation across multiple capital sources
Monitor and assess ongoing risk in loan portfolios, liaising closely with our credit and special servicing teams
Own the day-to-day management of institutional investor accounts, serving as the first point of contact for operational queries
Work with the Director of Treasury Markets on capital allocation planning, scenario modelling, and lending margin analysis
Partner with the Fund Manager Director to model ad hoc funding/lending opportunities and assess new initiatives
Support the preparation of investment memos (IMs) and documentation required for resets, drawdowns, new lending, or loan buybacks
Prepare high-quality pitch decks and presentations for internal and external stakeholders
Assist with ALCO reports, board packs, investor reporting, and internal committee materials
About You
Analytical, data-driven, and confident with numbers — especially in Excel (logical functions and statistical analysis required; VBA/Macro a plus)
Strong financial modelling skills and commercial insight
Clear, logical problem-solver who can evaluate both financial and non-financial impacts
Comfortable engaging with institutional or sophisticated investors
Highly organised, self-motivated, and adaptable — you thrive in a fast-paced environment
A team player with a collaborative mindset and a drive to meet personal and team KPIs
A natural curiosity for capital markets, investor behaviour, and funding mechanics
Previous experience in specialist lending, a Financial Institutions Group, or corporate finance with exposure to lenders is highly desirable
Desirable skills / experience
Experience in Capital Markets, Funds, or Treasury analysis roles
Understanding of bridge and development finance
Familiarity with fund operations and related workflows
Benefits & perks
- 💰 Competitive salary + company bonus scheme
- 🏠 Hybrid working policy (3 days in the office)
- 🏖️ 25 days holiday (increasing with the length of service)
- 🏥 Private healthcare
- 🍼 Enhanced parental leave
- 💸 Matched pension contributions up to 4%
- 🏥 Critical illness cover
- 🧠 Employee Assistance Programme & Mental Health support
- 🛟 Life assurance
- 📈 Regular performance reviews to promote a culture of growth and development
- 🏆 Leadership training for managers
- 🤝 Give as you earn scheme for charitable donations
- 🎓 Support for attending conferences and professional learning & development
- 🤑 Discounts via Perkbox
- 🚲 Cycle to work scheme
- 🚂 Season ticket loan
- 🔌 Electric car loan scheme
- 🥳 Monthly socials & annual offsite
Diversity, Inclusion & Belonging at LendInvest
At LI we believe in bringing your whole selves to work, we are committed to a culture of belonging where individuals can form a genuine community. We are proud to be an equal opportunities employer and are committed to building a team that represents a variety of backgrounds, perspectives and skills.
- Department
- Capital Markets & Treasury
- Locations
- Glasgow Office
- Employment type
- Full-time
- Work environment
- Hybrid (3 days per week in the office)
Treasury Portfolio Manager
We’re looking for a highly analytical and detail-driven Treasury Portfolio Manager to join our dynamic team.
Loading application form