Portfolio Manager

Om jobbet

DBT was founded in 2017 with the ambition of giving small and medium-sized businesses better conditions to grow and succeed. DBT provides long-term corporate loans from SEK 5 million to Swedish limited companies across all industries. A broad in-house expertise, combined with an advanced platform for real-time data analysis, enables faster decision-making and deeper insights. DBT is part of NOBA Bank Group and is supported by the European Investment Fund (EIF). For more information, please visit www.dbt.se .

Portfolio Manager

About the role:

As a Portfolio Manager you will be a key player in DBT's growth team. In a collaborative, dynamic environment, you are responsible for taking end-to-end ownership of DBT's existing performing customer portfolio, with a focus on both ongoing portfolio management and commercial development. The role combines relationship management with portfolio oversight, ensuring that DBT remains a relevant, long-term partner throughout the customer lifecycle.

Key responsibilities include:

• Owning and developing relationships with existing customers, including CEOs and CFOs
• Ongoing portfolio follow up from both a commercial and risk perspective
• Actively working with customer retention, ensuring long-term engagement, satisfaction, and continued relevance throughout the customer lifecycle
• Identifying and driving upsell opportunities within the existing portfolio
• Building and nurturing relationships within customers' ecosystems to generate referrals
• Contributing to the development of scalable structures, ways of working, and processes for managing existing customers at DBT
• Handover of customers to the Credit team in the event of deteriorating performance or covenant compliance issues.

This role is central to strengthening DBT Capital's long-term customer relationships and driving recurring and new business opportunities, while maintaining high quality and strong risk control.

To succeed in this role, we believe you have:

• A bachelor's degree or higher, preferably in Finance, Economics, or Engineering
• At least 4 years of experience from transaction advisory, management consulting, banking or a similar analytical role, combined with hands-on experience from a commercial role with clear KPI ownership
• Strong proficiency in PowerPoint and Excel, with the ability to turn analysis into clear business recommendations
• Excellent written and verbal communication skills in both Swedish and English

In addition, you bring the following skills:

• Commercial Acumen: Strong ability to identify business opportunities, drive upsell and referrals, and translate customer insights into revenue-generating initiatives, both from a case by case and portfolio perspective
• Financial Analysis: Solid capability to analyze financial statements, including income statements, balance sheets, and cash flow statements, with a commercial lens
• Risk Assessment: Ability to identify, evaluate, and mitigate potential risks
• Presentation and stakeholder management: Confident in presenting complex financial and commercial topics to prospects, clients, and internal stakeholders

Who are we looking for?

At DBT, we believe in the power of teamwork and seek individuals who share our commitment to collaboration, innovation, and inclusion. We're looking for a driven, relationship-focused professional who thrives in a fast-paced, growth-oriented environment and brings a curious, self-starting mindset with strong commercial acumen. We foster a culture built on respect, diversity, and trust, where our strength comes from empowering people and valuing different perspectives. We support ambition, encourage collaboration, and invest in both personal and professional growth.

We conduct interviews on an ongoing basis and look forward to receiving your application via our careers page. For questions, please contact Natalie Eklund at natalie@dbt.se . Please note that we do not accept applications via email due to GDPR regulations.

Team Growth & Origination Locations Stockholm