SME Relationship Services - Associate Director

About the role

<div class="content-intro"><p><strong>Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit,&nbsp;Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.&nbsp;</strong></p> <p><strong>There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times <em>'Best Place to Work&nbsp; 2025 &amp; 2026'</em>. </strong></p> <p><strong>I</strong><strong>f this sounds like an environment where you would flourish, then read on…</strong></p></div><p>&nbsp;</p> <table style="width: 844px;" width="642"> <tbody> <tr> <td style="width: 828.719px;" width="642"> <p><strong>The Function &amp; Team</strong></p> <p>The Relationship Services team is Triple Point Private Credit's <strong>SME Portfolio team</strong>. The team manages borrower relationships across SME Debt Finance, Specialty Finance and Fund Finance, ensuring strong portfolio performance, assessing in-life credit events, and supporting high-quality client outcomes.</p> </td> </tr> <tr> <td style="width: 828.719px;" width="642"> <p><strong>Role Purpose</strong></p> <p>The Associate Director (AD) will own and lead borrower relationships across an assigned SME lending portfolio, ensuring strong portfolio performance, proactive risk management, and high-quality client engagement. The role requires analytical strength, sound judgement, and the ability to structure solutions that balance commercial, and risk considerations.</p> </td> </tr> <tr> <td style="width: 828.719px;" width="642"> <p><strong>Key Responsibilities</strong></p> <p><strong>Portfolio &amp; Relationship Management</strong></p> <ul> <li>Lead the relationship with an allocated portfolio of borrowers, acting as the primary point of contact and ensuring a high-quality client experience.</li> <li>Conduct quarterly client calls/meetings, including reviewing MI and providing follow-up actions.</li> <li>Identify opportunities to deepen relationships or develop new lending opportunities.</li> </ul> <p><strong>Risk, Compliance &amp; Monitoring</strong></p> <ul> <li>Own portfolio compliance: timely collection of MI, covenant testing, annual reviews, KYC refresh, and ensuring no overdue portfolio actions.</li> <li>Lead early identification and escalation of underperformance, arrears, emerging risks or covenant pressure.</li> <li>Analyse management accounts to identify trends, risks and early warning indicators.</li> </ul> <p><strong>Credit, Restructuring &amp; In-Life Events</strong></p> <ul> <li>Lead borrower requests such as covenant resets, waivers, forbearance, restructures and new money requests.</li> <li>Draft high-quality credit papers and present recommendations to Credit Forum or Investment Committee.</li> <li>Negotiate directly with clients to achieve balanced, commercially robust outcomes.</li> </ul> <p><strong>New Money / Modifications</strong></p> <ul> <li>Lead deal structuring, including drafting term sheets and coordinating with internal and external legal advisers on documentation.</li> </ul> <p><strong>Collaboration &amp; Leadership</strong></p> <ul> <li>Work closely with Portfolio Managers to manage workload, prioritisation and delivery.</li> <li>Escalate sensitive or complex matters appropriately to the Relationship Director or Head of Team.</li> <li>Support consistent best practice across the Relationship Services team.</li> </ul> </td> </tr> <tr> <td style="width: 828.719px;" width="642"> <p><strong>Knowledge &amp; Experience</strong></p> <ul> <li>Strong ability to interpret and analyse company financial statements and management information.</li

Skills