Portfolio Manager (Funding Solutions)

About Financefair

Financefair is a leading Irish fintech providing innovative funding solutions to SMEs across Ireland and the UK. Since 2015, we've funded over €2.5 billion for businesses across a wide range of sectors, combining technology with exceptional customer service to become the finance partner of choice.

We are continuing to grow, investing in new technology, expanding our team and supporting more businesses than ever.

This role is based in our head office in Belfield Office Park, Clonskeagh, Dublin, with four days in the office (Monday-Thursday) and Fridays remote. 

Role Summary  

This is a dual role opportunity focused on structuring funding solutions for new and existing businesses, from originating and converting new opportunities to developing and growing established customer relationships. 

The ideal candidate will be responsible for originating, structuring and managing customer funding relationships across Financefair's funding solutions.  

Owning a portfolio of prospective and existing customers, you will lead transactions from initial qualification and discovery through credit approval, facility execution, funding, and ongoing relationship management. Working closely with internal teams and external funding partners, you will deliver funding solutions that meet customer needs while balancing Financefair's commercial objectives, credit appetite, and operational standards. 

This is a customer facing role combining relationship management, transaction execution and commercial development. It offers the opportunity to work with ambitious SMEs, founders and advisers while helping shape innovative funding solutions within a growing fintech business.  

Key Responsibilities  

Transaction Management & Execution:  

• Manage funding transactions from initial assessment through to funding.
  
• Analyse financial information and structure appropriate funding solutions.
• Prepare credit papers and funding proposals.
• Coordinate internal teams and external partners to ensure efficient execution.
• Manage onboarding, AML/KYC and customer communications.
  

Customer & Portfolio Management:  

• Act as the primary relationship manager for an assigned portfolio of prospective and existing customers.   
• Develop a detailed understanding of customers' businesses, funding requirements, growth plans and future financing needs.   
• Conduct regular portfolio reviews, identifying opportunities for renewals, facility increases and additional funding solutions.
• Build long-term customer relationships that drive retention, repeat business and referrals. 
• Monitor portfolio performance, ensuring customer developments, risks and opportunities are accurately documented and communicated internally. 

Commercial & Stakeholder Management:

• Build strong relationships with referral partners, professional advisers, institutional funding partners and other key stakeholders.   

• Lead customer meetings, presenting Financefair's funding solutions confidently to business owners, finance leaders and senior decision-makers.   

• Maintain accurate pipeline, customer and portfolio information within HubSpot and internal reporting systems.   

• Contribute to commercial strategy by sharing customer insights, market intelligence and competitor activity.   

• Support initiatives that enhance customer experience, operational efficiency and portfolio performance.  

Success in the role will be measured through:  

• Quality and value of funding opportunities generated and managed.   

• Conversion of opportunities into funded transactions.   

• Growth in funded assets under management.   

• Revenue generated from new and existing customer relationships.   

• Customer satisfaction, retention and portfolio utilisation.   

• Quality and timeliness of transaction execution.   

• Portfolio performance and adherence to Financefair's credit and risk standard  

Qualifications & Experience 

• Professional Accounting Qualification or a Bachelor's/Masters in Business, Finance, Economics, Accounting or a related discipline.   

• 3-5 years' experience in banking, lending, corporate finance or financial services.

• Proven experience managing financing opportunities or complex commercial transactions from origination through to completion.   

• Experience building trusted relationships with SMEs, founders, advisers and senior decision makers.   

• Strong financial analysis skills with knowledge of debt, structured finance, working capital or commercial lending products.   

• Demonstrated ability to manage multiple stakeholders and competing priorities within a fast paced environment.

Skills & Attributes

• Strong commercial judgement with excellent analytical and problem-solving skills.   

• Confident communicator with the ability to engage and influence senior stakeholders.   

• Highly organised, proactive and capable of managing multiple transactions simultaneously.   

• Strong attention to detail and commitment to delivering high-quality outcomes.   

• Comfortable working in a dynamic, high-growth environment with a collaborative mindset.   

• Proficient in Microsoft Office, particularly Excel, PowerPoint and Word. Experience using CRM platforms such as HubSpot and reporting tools is desirable.   

• A genuine interest in innovation within financial services and the evolving funding landscape in Ireland and Europe.  

Working At Financefair

• Competitive salary with performance related bonus opportunity
• A contributory pension scheme with life assurance and other insurances
• A contribution to a healthcare plan of your choice or gym membership
• A company who invests in the learning and development of its people
• A great team with a good sense of fun