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Senior Portfolio Manager
2 months ago
About Trilogy Funds
We are a leading fund manager and financier of property-based investments in Australia, with a strong focus on delivering better outcomes for investors and building long-lasting relationships.
About the Role
As a key member of our Lending team, you will be responsible for sourcing and managing new commercial property investments, including:
- Developing relationships with developers, brokers, and other external sources to identify new investment opportunities.
- Recommending service providers for lending and providing relevant submissions to our Chief Risk Officer.
- Negotiating terms, conditions, and pricing of facilities with borrowers.
- Overseeing the preparation of loan submissions for presentation to our Lending Committee.
- Managing loans from approval to settlement, construction drawdowns, and repayment, including dealing with professionals such as valuers, QS, engineers, and solicitors.
- Monitoring ongoing covenants to ensure loans are compliant with our policies and procedures.
- Reporting to our Executive, Lending, Treasury, and Work out Committees, and the Board.
About You
We are seeking a professional with 5-10+ years of experience in commercial property development lending, who is passionate about the industry and career-focused. You will have:
- Strong professional services and broker networks.
- Exceptional credit knowledge and experience.
- A proactive approach and team-first mentality.
Why Trilogy Funds?
We offer a great place to work, with benefits such as flexible start times, birthday leave, additional annual leave for tenure milestones, subsidised gym membership, employee assistance program, corporate massage, dry cleaning, employee recognition program, and complimentary morning tea.
