Director, Loan Portfolio Diligence – Debt Advisory

Overview

As Director of the Loan Portfolio Diligence team, you will lead complex loan portfolio diligence across structured finance transactions, shaping the practice and expanding our UK footprint. You will manage key client relationships, ensure rigorous risk management, and oversee teams delivering due diligence, re-underwriting, data verification, and AUP testing for securitisations. You’ll drive growth through business development, thought leadership, and cross-divisional collaboration. This is a high-impact leadership role in a fast-paced, global advisory environment.

Responsibilities

• Provide strategic leadership across all phases of loan portfolio diligence engagements
• Oversee delivery of complex due diligence, re-underwriting, data verification, lending policy review, and AUP testing with quality control and risk management
• Oversee scoping, risk assessment, and transaction execution with engagement leader responsibility
• Cultivate and deepen senior client relationships while originating and developing new ones to expand market presence
• Lead and mentor high-performing teams, fostering excellence and continuous development
• Shape strategic direction and expansion of the Loan Portfolio Diligence business in the UK and beyond
• Collaborate with other divisions to deliver integrated solutions
• Represent the firm in industry forums and contribute to thought leadership
• Drive operational efficiency and ensure compliance with standards
• Stay ahead of market trends, regulatory developments, and innovations in structured finance diligence

Key requirements

• Minimum of 10 years of experience in structured finance and securitisation or related fields
• Proven track record leading or engaging in loan diligence engagements for various structured finance transactions
• Strong commercial acumen with experience in business development and managing senior client relationships
• Technical knowledge of structured finance diligence requirements and credit risk assessment with ability to lead teams
• Experience with data tapes and regulatory reporting (e.g., ESMA templates, prospectuses)
• Proactive, results-oriented in fast-paced environments
• Inspirational leader with mentoring experience for junior staff and growing teams
• Excellent communication, negotiation, and team-building skills
• Commitment to professional development and continuous learning

• leadership
• business development
• stakeholder management
• structured finance diligence
• credit risk assessment
• data verification

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