Portfolio Ma

At OakNorth, we're on a mission to empower the UK's most ambitious businesses. Since 2015, we've lent over $18 billion across the UK and US, helped create more than 58,000 new homes and 36,000 new jobs, and supported hundreds of thousands of personal savers — all while fuelling the UK economy.

Team Mission  

Short description of role – The candidate will be a part of Asset Management team and will be expected to support portfolio growth initiatives in existing client base. Ideal for candidates with strong analytical skills, a strategic mindset, and an entrepreneurial approach to problem-solving. 

• Work within the Asset Management team, in conducting assessment the bank's loan book to support portfolio growth & assist with client retention. 
• Support strategic discussions by analyzing data from multiple sources and preparing insights for management. 
• Collaborate with the portfolio management team to identify additional lending opportunities and cross-sell opportunities within the existing customer base. 
• Contribute to strategic projects that require a blend of financial analysis, business strategy, and market understanding. 
• Bring an entrepreneurial mindset, take ownership of your work, and collaborate effectively with diverse stakeholders to drive actionable outcomes. 

• Skilled in MS-Excel, MS-Word, spoken and written English language
• Strong understanding of financial statements including important credit risk metrices, ratios 
• Experience of creating succinct and analytical reports  
• Personal drive (proactive), flexible, creative (thinks out of the box), result driven, responsible, team player & fast learner  
• Hands on attitude, willing/capable to understand the big picture  
• Ability to succeed in a culture where change and speed are part of daily work  

• MBA with specialization in Finance or Analytics – pursuing (final year) or completed