At a Glance
- Tasks: Manage real estate portfolios, monitor loans, and assess risks while collaborating with teams.
- Company: Join a leading Global Private Equity firm with a focus on real estate.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Other info: Opportunity to work independently and engage with senior stakeholders.
- Why this job: Make an impact in real estate investment and develop your skills in a fast-paced setting.
- Qualifications: Experience in real estate credit and portfolio management, strong analytical skills required.
The predicted salary is between 80000 - 100000 £ per year.
My client is a well-known Global Private Equity business with a Real Estate Fund. They are recruiting for a Portfolio Manager to join the small, busy team.
We are looking for a Real Estate Portfolio Manager to join our Credit Investment team. The primary focus is hands-on portfolio and loan-by-loan monitoring of its real estate bridge, development, PBSA, care, CRE and term deals, working at pace through the book, assessing key risk items, prioritising issues, proposing solutions and including site visits, and verifying due diligence with our origination platforms. The successful candidate will also contribute to deal evaluation, underwriting and execution, working closely with internal teams and external partners, and will operate with a high degree of independence and attention to detail.
Responsibilities- Portfolio Management & Loan Monitoring
- Oversee compliance with loan covenants and obligations, addressing consents and amendments as needed.
- Lead loan-by-loan portfolio monitoring, working across the book to assess ongoing performance and surface issues early.
- Assessing development loans against underwritten cashflows and assumed performance metrics. Reviewing deals to anticipate issues, cost overruns and/or delays.
- Conduct site visits and spot-check / verify due diligence with origination platforms.
- In-life management of loans, including drawdowns, funds transfers, performance, borrower notices, and monitoring reports.
- Operate independently to assess the performance of loans within the book and drive resolution of issues and has experience of working with internal teams and external monitoring surveyors and advisors on deals.
- Work out challenging situations and complicated deals, including covenant breaches, restructurings and workouts. Can provide solutions to potential issues and is able to negotiate solutions with our counterparts with assistance from existing team.
- Maintain cashflow models at loan and portfolio levels.
- Build and maintain relationships with borrowers and funding partners.
- Credit Underwriting
- Evaluate real estate loan opportunities across multiple jurisdictions, with a focus on senior debt development schemes, bed led schemes, PBSA, care, and CRE opportunities.
- Assist in deal execution, ensuring adherence to credit processes and deadlines.
- Coordinate due diligence processes with external stakeholders.
- Work with professionals (e.g. valuers, lawyers, project monitors) to gather and challenge advice, presenting key insights to decision-makers.
- Co-ordinate Know Your Customer (KYC) and credit checks on key stakeholders.
- Help shape risk appetite using market intelligence and live portfolio performance insights.
- Respond to investor queries pre- and post-deal execution.
- Portfolio Reporting
- Produce memoranda for investment committee and/or investors on the Real Estate portfolio performance.
- Collate portfolio information for periodic IR reporting.
- Prepare presentation materials for IC/IR.
- Work with internal teams to present Real Estate portfolio insights to investors.
- New Business
- Conduct detailed underwriting / assessments of new loans, reviewing due diligence packs and conducting independent research.
- Support the structuring and pricing of deals, including preparing heads of terms.
- Develop and update financial models and perform cashflow analysis.
- Draft comprehensive deal overviews and investment memorandums for credit committees and external stakeholders.
- Perform sensitivity analyses and summarise findings.
- Commercial Insight
- Understand and evaluate real estate debt structures and key metrics such as IRR, Loan to Cost, Loan To Value, and profit levels.
- Critically assess financial models, project documents, and assumptions.
- Workflow Management
- Manage project workflows, coordinating internal and external teams to meet deadlines.
- Maintain deal trackers and implement process improvements.
- Produce analytical models for management, board reports, and stakeholder requirements.
- Ensure rigorous document control and versioning.
- Experience in real estate credit and portfolio management, with deep hands-on portfolio management expertise.
- Background at a bank or specialist lender preferred; broader property asset class exposure (CRE, student, operational assets) is a plus.
- European real estate experience is desirable.
- Proven ability to operate independently, handle senior stakeholders, and drive challenging situations to resolution.
- Strong understanding of financial models and investment metrics.
- Meticulous attention to detail and high accuracy.
- Strong problem-solving skills and a proactive approach.
- Effective communicator, both written and verbal.
- Highly organised with the ability to manage multiple priorities.
- Confident in financial modelling and data analysis.
Portfolio Manager, Real Estate - Private Equity in London employer: Buckden Partners
Join a prestigious Global Private Equity firm renowned for its dynamic work culture and commitment to employee development. As a Portfolio Manager in the Real Estate team, you will benefit from hands-on experience in a collaborative environment that values innovation and independence, while enjoying opportunities for professional growth and networking within the industry. Located in a vibrant city, this role offers a unique chance to engage with diverse real estate projects and contribute to impactful investment decisions.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager, Real Estate - Private Equity in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the real estate and private equity sectors. Attend industry events, webinars, or even casual meet-ups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Show off your expertise! Prepare a portfolio that highlights your past projects and successes in portfolio management and credit underwriting. Bring it along to interviews or networking events to demonstrate your skills and experience in real estate.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to companies you admire, like our client’s Global Private Equity business. Express your interest and ask if they have any upcoming opportunities – it shows initiative!
✨Tip Number 4
Keep your online presence sharp! Update your LinkedIn profile with relevant skills and experiences. Engage with content related to real estate and private equity to position yourself as a knowledgeable candidate. And remember, apply through our website for the best chance at landing that dream job!
We think you need these skills to ace Portfolio Manager, Real Estate - Private Equity in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience in real estate credit and portfolio management, and don’t forget to showcase any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to loan monitoring and portfolio management, and show us your passion for real estate. Keep it concise but impactful!
Showcase Your Problem-Solving Skills:In your application, highlight instances where you've successfully navigated challenging situations or resolved complex issues. We love candidates who can think on their feet and come up with solutions, especially in the fast-paced world of private equity.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Buckden Partners
✨Know Your Portfolio Inside Out
Before the interview, dive deep into your own portfolio management experiences. Be ready to discuss specific deals you've worked on, the challenges you faced, and how you resolved them. This will show your hands-on expertise and ability to operate independently.
✨Master the Metrics
Brush up on key real estate metrics like IRR, Loan to Cost, and Loan to Value. Be prepared to discuss how these metrics influence your decision-making process. Demonstrating a strong understanding of financial models will impress your interviewers.
✨Showcase Your Problem-Solving Skills
Think of examples where you've navigated complex situations, such as covenant breaches or restructurings. Highlight your proactive approach and how you negotiated solutions with stakeholders. This will illustrate your capability to handle challenging scenarios effectively.
✨Prepare for Site Visit Discussions
Since site visits are part of the role, be ready to talk about your experience conducting them. Discuss how you verify due diligence and what you look for during these visits. This will demonstrate your attention to detail and thoroughness in portfolio management.
