Transaction Execution Manager & Portfolio Manager

About the Opportunity

Roundtree Search is partnering with a leading Australian private credit manager on an exciting dual-mandate hire based in Sydney. The role is a dual role with responsibilities for ensuring best-in-market transaction execution as well as portfolio management for the Select Credit Fund and institutional mandates. A key part of the role is being across the details of the loans, keeping on top of the moving parts and ensuring strong communication of all deliverables and dependencies to the team.

Responsibilities

• Leading end-to-end transaction execution, from initial loan structuring through to settlement and ongoing management during the life of the loan
• Reviewing (and writing where capacity requires) credit papers, term sheets, progress claims and pay-out figures/settlement statements
• Reviewing models for construction deals to ensure returns / IRRs are accurate as well as residual stock models to ensure discharges and residual LVRs are accurate
• Leading lawyer correspondence during execution process, reviewing loan documentation, managing completion of CPs and liaising with Originators on commercial terms
• Managing internal stakeholder relationships to ensure transactions are underwritten to a consistent and high-quality standard

About You

The Ideal Candidate should have 7–12 years' experience in real estate private credit, construction finance, or CRE lending. A proven track record in loan execution and credit underwriting, ideally within a non-bank lender, debt fund, or credit-focused asset manager is required. Strong working knowledge of construction finance, LTV/LVR analysis, and credit documentation is essential. Experience managing or mentoring junior analysts is a plus. The candidate should be comfortable operating across both execution detail and fund-level portfolio management.

Eligibility

Please apply or reach out to Joel Eve on 0478 723 369 or Olivia Devlin on 0435 444 287 for a confidential conversation.