Portfolio Monitoring Manager at Alan & Grant

Job Summary

• 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