Senior Manager, Portfolio Manager, Business Financing

About the Opportunity

Join an organisation that has been proudly recognised and certified as a Great Place to Work for five consecutive years. Hybrid work environment. Play an impactful role in financing Australian exports and interests.

About Our Organisation

Location: Sydney
Role Type: Full-time, Permanent

For almost 70 years, Export Finance Australia has helped Australian businesses grow and succeed internationally with finance to secure opportunities, expand into new markets, and diversify their presence. We support critical minerals and defence sectors, finance projects that strengthen economic resilience and advance net zero, and back Australian investment in sustainable infrastructure.

Working with banks, other Government agencies, and international partners, we back Australia’s exporters, supply chain businesses, and industries, contributing to a more stable and prosperous Indo-Pacific while advancing Australia’s trade, investment, and economic security objectives.

Your New Role

The Senior Manager Portfolio Management – Business Finance is responsible for delivering the key credit analytical activity associated with mid-market transactions and on occasion managing a portfolio of customers throughout the credit lifecycle.

Business Leadership

• Contribute to the ongoing improvement of processes and ways of working between Business Finance and Portfolio Management teams.
• Demonstrate best practice, adapting the approach to credit analysis to balance management of risk with growth and providing good customer experiences.

Portfolio Management

• Manage credit analysis and assessments throughout the customer lifecycle from Business Finance (origination team) handover and customer onboarding through to requests for variations, renewals, and new transactions for existing or repeat customers.
• Deliver credit analysis and assessments in compliance with EFA’s credit policies and procedures and risk appetite, and within appropriate timeframes.
• Manage a portfolio of customer files, applying knowledge of the local export market to the analytical activity required to service those customers through the deal lifecycle.

Qualifications & Skills

• Degree qualifications in Commerce, Economics, Accounting, Business Administration, Banking/Finance, or Business and/or relevant technical disciplines.
• 6+ years financing experience across business and/or corporate banking or similar.
• Developed financial analysis skills and credit paper preparation, presenting credit memo’s to delegated approvers.
• Demonstrated ability to manage a portfolio balancing the interests of customers and the lender.
• Excellent written and oral communication skills.

Benefits & Culture

We are small enough to have an impact, BIG enough to make a world of difference and it starts with our people. We support flexible working and pride ourselves in fostering a culture that is inclusive, diverse, and collaborative. We are proud to be certified as a Great Place to Work, recognised on the 2023 AFR BOSS Best Places to Work list and listed as one of Australia’s Best Workplaces for Women in 2025.

In line with our commitment to our people, we have a comprehensive array of benefits available to our employees:

• Generous leave provisions (e.g. Annual Wellbeing day) & leave purchase opportunities
• 18 weeks paid parental leave for primary care givers
• Thorough induction onboarding program
• Fitness Passport along with other Health & Wellbeing initiatives
• Gender affirmation leave
• Income Protection Insurance
• Community volunteering
• and many more!

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.

About Company

Export Finance Australia is Australia’s export credit agency. We are a highly purpose-driven organisation. Our people are expected to champion this and play a key role in achieving those outcomes. For more information about us, please refer to our website.