Portfolio Manager – Funding Solutions

Financefair

Portfolio Manager at Financefair structuring funding solutions for SMEs in Ireland and the UK. Leading transactions and managing customer funding relationships with a focus on commercial objectives.

Posted 7/26/2026full-timeDublin • 🇮🇪 IrelandMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing funding transactions, financial analysis, and relationship management, with a strong focus on customer needs and portfolio performance. Proficient in coordinating internal and external stakeholders to deliver tailored funding solutions and enhance customer experience.

Highest-signal resume keywords

Financial AnalysisRelationship ManagementFunding SolutionsStakeholder ManagementCommercial Strategy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFunding ProposalsCredit PapersDebt ProductsStructured FinanceCommercial LendingPortfolio ManagementAML/KYC ComplianceCustomer OnboardingMarket Intelligence

Soft Skills

CommunicationRelationship BuildingTeam CoordinationCustomer Experience FocusProblem Solving

Tools & Technologies

HubSpotInternal Reporting Systems

Certifications & Qualifications

Professional Accounting QualificationBachelor's Degree in BusinessMaster's Degree in Finance

Industry Keywords

BankingLendingCorporate FinanceFinancial ServicesSMEsCommercial Transactions

About the role

Key responsibilities & impact

Manage funding transactions from initial assessment through to funding.
Analyse financial information and structure appropriate funding solutions.
Prepare credit papers and funding proposals.
Coordinate internal teams and external partners to ensure efficient execution.
Manage onboarding, AML/KYC and customer communications.
Act as the primary relationship manager for an assigned portfolio of prospective and existing customers.
Develop a detailed understanding of customers' businesses, funding requirements, growth plans and future financing needs.
Conduct regular portfolio reviews, identifying opportunities for renewals, facility increases and additional funding solutions.
Build long-term customer relationships that drive retention, repeat business and referrals.
Monitor portfolio performance, ensuring customer developments, risks and opportunities are accurately documented and communicated internally.
Build strong relationships with referral partners, professional advisers, institutional funding partners and other key stakeholders.
Lead customer meetings, presenting Financefair's funding solutions confidently to business owners, finance leaders and senior decision-makers.
Maintain accurate pipeline, customer and portfolio information within HubSpot and internal reporting systems.
Contribute to commercial strategy by sharing customer insights, market intelligence and competitor activity.
Support initiatives that enhance customer experience, operational efficiency and portfolio performance.

Requirements

What you’ll need

Professional Accounting Qualification or a Bachelor's/Masters in Business, Finance, Economics, Accounting or a related discipline.
3-5 years' experience in banking, lending, corporate finance or financial services.
Proven experience managing financing opportunities or complex commercial transactions from origination through to completion.
Experience building trusted relationships with SMEs, founders, advisers and senior decision makers.
Strong financial analysis skills with knowledge of debt, structured finance, working capital or commercial lending products.
Demonstrated ability to manage multiple stakeholders and competing priorities within a fast paced environment.

Benefits

Comp & perks

Competitive salary with performance related bonus opportunity
A contributory pension scheme with life assurance and other insurances
A contribution to a healthcare plan of your choice or gym membership
A company who invests in the learning and development of its people
A great team with a good sense of fun