Strategic Portfolio Manager

3 days ago


Sydney, New South Wales, Australia beBeeRelationship Full time $230,000 - $280,000

This role is a key position within the Portfolio Management team, responsible for delivering essential credit analytical activities associated with originating and servicing SME customers' complex transactions.

The ideal candidate will have effective management of credit risk amongst high-risk customers, contribute towards growth aligned to SME targets for existing customers such as renewals and new business from existing customers.

Key Responsibilities:
  • Support the Portfolio Relationship Management team in managing the workflow across the portfolio day-to-day and provide coaching support to team members.
  • Lead the team by example, promoting best practice and driving the achievement of a team standard.
  • Contribute to the ongoing improvement of processes and ways of working across Business Finance and Risk teams.
Transaction Execution and Servicing:
  • Manage credit analysis and assessments throughout the customer lifecycle, from initial transaction assessments to requests for variations, renewals and repeat business.
  • Manage the credit processes for customers with a high-risk profile or material value transactions.
  • Engage with the Business Finance team, Credit and Legal teams during the documentation and execution phases of a transaction to ensure a smooth process for the customer.
  • Work with the Lending Operations team to manage all administrative and operational aspects of the portfolio, including drawdowns, repayments, exposures and covenants.
  • Ensure internal reporting is monitored.
Culture and Leadership:
  • Coach, guide, and mentor the Portfolio Relationship Management team to navigate the credit environment effectively and create positive customer experiences.
  • Assist the Director Portfolio Relationship Management Business Finance in maintaining an environment where Business Finance and Risk teams, as well as interdepartmental teams, are aligned and work together towards shared goals.

The successful candidate will possess strong financial analysis skills to assess loan performance and perform stress testing, proficiency in analysing borrower financial statements, cash flow, collateral values, and repayment capacity.

They will also have sound experience dealing with high-risk and non-performing files, ability to identify issues and assess what needs to be done to mitigate these, mid-market knowledge – sound understanding of how debt financing can meet the needs of small to medium sized businesses, deep understanding of loan structuring and credit risk management across a range of financing products.

About You:
  • Australian Citizenship
  • Security Clearance
Eligibility:

Australian Citizenship – To be eligible to apply for this position, applicants must hold Australian Citizenship at the time of application.

Security Clearance – To be eligible to apply for this position, applicants must be able to obtain and maintain a Baseline security clearance.



  • Sydney, New South Wales, Australia beBeeProperty Full time $90,000 - $120,000

    As a Senior Property Manager, you will oversee day-to-day operations and strategic oversight of commercial assets.The ideal candidate has proven experience managing commercial assets within a portfolio environment and possesses strong property management principles and practices.This role combines operational management with strategic delivery, offering a...


  • Sydney, New South Wales, Australia beBeePortfolio Full time $80,000 - $120,000

    Job Title: Strategic Portfolio ManagerWe are seeking a skilled and experienced Strategic Portfolio Manager to join our team. As a key member of our portfolio management team, you will be responsible for developing and implementing strategic investment plans that align with our company's goals.Key Responsibilities:Develop and implement strategic investment...


  • Sydney, New South Wales, Australia beBeePortfolio Full time

    Job Description">">This role oversees the strategic management of large-scale projects and portfolios, ensuring alignment with organizational priorities and effective risk management.">]">Key Responsibilities">">Design and implement governance structures for project portfolios, including steering committees and executive reporting suites.">]">Required Skills...


  • Sydney, New South Wales, Australia beBeeDistribution Full time $110,400 - $140,000

    Distribution Strategy ManagerOverview of the Role:The Distribution Strategy Manager will be responsible for leading and building the distribution strategy for Paramount's Cable, Broadcast and Streaming portfolio. The ideal candidate will have a strong understanding of the industry trends and competitive landscape.Key Responsibilities:Collaborate with senior...


  • Sydney, New South Wales, Australia beBeeStrategic Full time $120,000 - $160,000

    Job OverviewThe Investment Manager plays a pivotal role in leading the investment team to deliver exceptional results across client portfolios.Responsibilities include supporting key client negotiations, delivering high-quality service, and fostering a cohesive team environment.The Investment Manager oversees team members, providing regular feedback and...


  • Sydney, New South Wales, Australia beBeeRiskOptimization Full time $120,000 - $180,000

    Job OverviewThis position plays a key role in the active portfolio management of the investment portfolio, focusing on risk and return perspectives. The Senior Associate will identify, analyze, and execute transactions to redistribute risk from the current portfolio to other banks and investors, as well as add risk through secondary loan markets where there...


  • Sydney, New South Wales, Australia beBeeInfrastructure Full time $108,109 - $116,864

    Job DescriptionThe Strategic Infrastructure and Assets Unit within SAPOL seeks a highly skilled consultant to contribute to the planning and management of its statewide policing facilities portfolio.This role is responsible for ensuring that SAPOL's leased and owned built assets are maintained at a high level, with a focus on achieving strategic and...


  • Sydney, New South Wales, Australia beBeeStratagem Full time $200,000

    We are seeking a seasoned professional to lead our strata management team.Job RoleStrategic Relationship Building: Develop and maintain strong partnerships with owners corporations, ensuring effective communication and timely issue resolution.Administrative Support: Prepare budgets, meeting agendas, and minutes, as well as draft and issue formal notices for...


  • Sydney, New South Wales, Australia beBeeBusiness Full time $120,000 - $180,000

    Job TitleWe are seeking a seasoned Portfolio Business Partner to join our team. In this role, you will work closely with leaders, Program and Project Managers to drive the strategic direction of the business.">About This RoleThis position involves supporting the successful delivery of annual AOP programs by influencing, governing, monitoring, and tracking...


  • Sydney, New South Wales, Australia beBeePortfolio Full time $120,000 - $160,000

    About this PositionAs a strategic portfolio advisor, you will be responsible for providing expert guidance to tenant clients and overseeing every aspect of their leasehold interests. This role requires a seasoned leader who can develop and implement effective solutions to meet client needs.The ideal candidate will possess 5+ years of experience in occupier...