Treasury Portfolio Manager

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.