About the Role
The Relationship Director (RD) leads complex and high-value SME borrower relationships, focusing on sponsor-backed leveraged and acquisition finance. This role requires significant autonomy, mature credit judgment, strong relationship leadership, and the ability to structure and execute sophisticated transactions. The RD also plays a critical leadership role within the team, coaching junior colleagues, shaping best practice, and deputizing for the Head of Relationship Services.
Responsibilities
- Own, lead and strategically manage a portfolio of high-value, complex borrowers, focusing on sponsor-backed leveraged/acquisition finance.
- Maintain regular, senior-level communication with borrowers, sponsors, advisers and management teams.
- Oversee the onboarding process for new clients and ensure smooth handover of deteriorating credits.
- Take full accountability for portfolio compliance, including MI receipt, covenant testing, reporting accuracy, escalation and early identification of risks.
- Monitor acquisition facilities, including reviewing pipeline acquisitions, assessing covenant headroom, and approving/declining draw requests.
- Review management information, interrogate financial performance, and update senior stakeholders.
- Lead all borrower in-life events, including forbearance, restructures, covenant resets, new money requests and negotiations.
- Structure transactions, draft term sheets, prepare credit papers and present recommendations to Credit Forum/Investment Committee.
- Lead Annual Reviews end-to-end, ensuring timely and accurate analysis and approval.
- Lead negotiations and documentation processes for new lending and amendments, coordinating with internal legal, external counsel and credit colleagues.
- Ensure execution is timely, commercially sound, risk-aligned and operationally smooth.
- Line manage Associate Directors and Portfolio Managers, including allocating work, developing capability and providing feedback.
- Act as a senior escalation point, providing guidance on complex cases and supporting junior colleagues’ development.
- Deputise for the Head of Relationship Services as required.
- Lead project work that supports the team’s wider strategic goals.
- Adopt a strategic, forward-looking approach to portfolio optimisation, identifying opportunities for new lending, fee generation and value enhancement.
- Operate with significant autonomy, requiring limited oversight, while keeping senior stakeholders informed where appropriate.
Requirements
- Significant experience in sponsor-backed leveraged finance, with proven track record originating or managing acquisition finance structures.
- Direct experience negotiating and executing LMA-style facility agreements, security and intercreditor documents, and committed acquisition facilities.
- Demonstrable experience managing complex borrower relationships and leading new lending transactions.
- Strong financial modelling capability, including leveraged case modelling, covenant analysis and scenario testing.
- Strong understanding of the commercial lending landscape (pricing, competitors, structures).
- Ability to work independently with senior-level autonomy while collaborating effectively with key stakeholders.
- Excellent communication and presentation skills; confident engaging with senior management teams, sponsors and advisers.
- Strong organisation and project management, with ability to manage multiple complex workstreams.
- Proactive, solutions-focused, results-driven attitude.
- Constructive challenge mindset; willing to question assumptions and drive better outcomes.
- Strategic thinker with balanced judgement across risk, value and client outcomes.
- Strong leadership capability, coaching and developing junior talent.
Skills
- Leveraged finance
- Acquisition finance
- LMA-style facility agreements
- Security documents
- Intercreditor documents
- Financial modelling
- Leveraged case modelling
- Covenant analysis
- Scenario testing
- Commercial lending
- Relationship management
- Transaction structuring
- Credit analysis
- Negotiation
- Project management
- Coaching
Location
- Remote
- Hybrid
Work Type
- Hybrid
- Full-time
Experience Level
- Senior
Education Level
- Degree educated
- Professional qualifications in accountancy, banking or risk management (advantageous)
- Experience with restructures, covenant breaches or forbearance processes (advantageous)
Benefits
- Contributory pension
- Hybrid/flexible working
- Ongoing learning and development opportunities
About the Company
- Since 2004, Triple Point has been bringing investment ideas to life and connecting capital with the right people and opportunities.
- Manages more than £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy and Venture investment strategies.
- Offers investments to both private (retail) and institutional clients.
- Has 230+ employees committed to leaving the world demonstrably better.
- Certified B Corp.
- Signed up to the Principles for Responsible Investment.
- Named a Sunday Times 'Best Place to Work 2025 & 2026'.
Equal Opportunity
- Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees.
- Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
- The company aims to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
- Actively encourages individuals from various backgrounds to apply for job vacancies and become part of the team.
