Portfolio Manager

Job title: Portfolio Manager
Location: London
Industry: Financial Services
Salary: £55,000
Reference: 1141
Contact name: Jodie Murray
Contact email: Jodie@teamboxtree.co.uk

Job description

Boxtree Recruitment have been engaged to source a Portfolio Manager (Development Finance) for a very exciting, growing and successful lender in London.  Our client has a competitively priced and attractive proposition and makes all lending decisions in house.  They are institutionally and internally funded.


  • Review monthly QS reports and monitor development progress, attending site visits as appropriate
  • Track actual expenditure against agreed cost schedules and escalate any forecast or actual budget variances or cost overruns as appropriate
  • Track progress against agreed project milestones and escalate any forecast or actual breaches as appropriate


  • Experience of monitoring residential development projects and tracking expenditure against budget
  • Knowledge of excel and ability to input data into basic financial models

Company Benefits:

  • Pension
  • Top level private medical that can be upgraded to include critical illness (at additional cost etc.)
  • Death in service benefit
  • 25 days holiday


Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.


Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).

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