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About the Role
The Associate Director will own and lead borrower relationships across an assigned SME lending portfolio, ensuring strong portfolio performance, proactive risk management, and high-quality client engagement. The role requires analytical strength, sound judgement, and the ability to structure solutions that balance commercial and risk considerations.
Responsibilities
- Lead the relationship with an allocated portfolio of borrowers, acting as the primary point of contact and ensuring a high-quality client experience.
- Conduct quarterly client calls/meetings, including reviewing MI and providing follow-up actions.
- Identify opportunities to deepen relationships or develop new lending opportunities.
- Own portfolio compliance: timely collection of MI, covenant testing, annual reviews, KYC refresh, and ensuring no overdue portfolio actions.
- Lead early identification and escalation of underperformance, arrears, emerging risks or covenant pressure.
- Analyse management accounts to identify trends, risks and early warning indicators.
- Lead borrower requests such as covenant resets, waivers, forbearance, restructures and new money requests.
- Draft high-quality credit papers and present recommendations to Credit Forum or Investment Committee.
- Negotiate directly with clients to achieve balanced, commercially robust outcomes.
- Lead deal structuring, including drafting term sheets and coordinating with internal and external legal advisers on documentation.
- Work closely with Portfolio Managers to manage workload, prioritisation and delivery.
- Escalate sensitive or complex matters appropriately to the Relationship Director or Head of Team.
- Support consistent best practice across the Relationship Services team.
Requirements
- Strong ability to interpret and analyse company financial statements and management information.
- Experience writing and reviewing credit applications from a front-office or credit role.
- Experience in financial modelling.
- Experience negotiating with borrowers, structuring transactions, and handling restructures or covenant issues (desirable).
- Knowledge of SME debt finance; experience across Wholesale Finance or Structured Finance (desirable).
Skills
- Highly numerate
- Analytical
- Comfortable dealing with complexity
- Proactive
- Self-starter with ownership mindset
- Strong communication and interpersonal skills
- Able to build collaborative and constructive relationships at all levels
- Organised
- Able to prioritise across a varied workload with pace and accuracy
- Curious and eager to learn
- Open to feedback and new approaches
- Acts with integrity, professionalism and sound judgement
- Team player who contributes beyond individual responsibilities and supports shared goals
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- Associate Director
Salary/Compensations
- Competitive salary
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 for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture.
- Offers innovative 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.