Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients.
...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall pr...
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The Portfolio Monitoring Manager will own the performance and health of the company and revenue-based financing (RBF) book.
You will design and run the monitoring framework that tracks every portfolio company from disbursement through repayment, flagging risks early and driving value-add interventions.
This is a foundational hire, you will build the monitoring infrastructure that supports the fund's growth.
Key responsibilities
Build and maintain the company's portfolio monitoring framework, covering financial, operational, ESG, and impact KPIs for every investee company.
Track covenant compliance, repayment schedules, arrears, and restructurings across the debt and RBF book; produce monthly portfolio dashboards for the Investment Committee.
Lead quarterly portfolio company reviews, including site visits, management meetings, and covenant testing.
Develop early-warning indicators for credit deterioration and coordinate workout or recovery strategies with the Risk Manager and external counsel where needed.
Prepare LP reporting packs, capital account statements, and impact performance reports in line with IRIS+ and DGGF requirements.
Work with portfolio companies to strengthen their financial reporting, governance, and management information systems.
Partner with the Technical Assistance team to design and deliver post-investment support programmes.
Requirements
5–8 years of experience in portfolio monitoring, credit administration, loan servicing, or post investment management — ideally within a bank, DFI, private credit fund, or impact lender.
Direct experience monitoring debt and/or revenue-based financing transactions is essential.
Strong financial analysis skills — you can read a set of accounts, spot covenant breaches, and build a cash-flow waterfall
Experience producing investor/LP reports and working with impact measurement frameworks (IRIS+, 2X, IMP) is a plus.
Bachelor's degree in Finance, Accounting, Economics, or related field; professional qualifications (ACCA, ACA, CFA, CIPM) highly regarded.
Excellent written English; working French is an advantage given our Francophone portfolio.
Self-starter comfortable building processes from scratch in a fast-growing fund environment
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