At a Glance
- Tasks: Manage real estate portfolios, assess risks, and propose solutions while collaborating with teams.
- Company: Global Private Equity firm known for its dynamic real estate fund.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Opportunity to work independently and engage with senior stakeholders.
- Why this job: Join a fast-paced team and make impactful decisions in real estate investments.
- Qualifications: Experience in real estate credit and 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- 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.
- Assess development loans against underwritten cash flows and assumed performance metrics and review deals to anticipate issues, cost overruns and delays.
- Conduct site visits and spot-check or verify due diligence with origination platforms.
- Manage in-life loan activities, including drawdowns, funds transfers, performance, borrower notices, and monitoring reports.
- Operate independently to assess loan performance and drive resolution of issues while liaising with internal teams and external monitoring surveyors and advisors.
- Address challenging situations and complicated deals such as covenant breaches, restructurings and workouts, providing solutions and negotiating with counterparts.
- Maintain cash flow models at loan and portfolio levels.
- Build and maintain relationships with borrowers and funding partners.
- Evaluate real estate loan opportunities across multiple jurisdictions, focusing 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 (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 before and after deal execution.
- Produce memoranda for the investment committee and/or investors on real estate portfolio performance.
- Prepare presentation materials for the investment committee/IR.
- Present real estate portfolio insights to investors with internal teams.
- Conduct detailed underwriting and 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 cash flow analysis.
- Draft comprehensive deal overviews and investment memorandums for credit committees and external stakeholders.
- Perform sensitivity analyses and summarise findings.
- 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.
- 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.
- 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.
- Confidence in financial modelling and data analysis.
Portfolio Manager, Real Estate - Private Equity 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 build lasting relationships with key stakeholders.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager, Real Estate - Private Equity
✨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 local 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 experience in real estate credit and portfolio management. Include case studies of past projects, financial models you've built, and any successful deals you've been part of. This will help you stand out during interviews.
✨Tip Number 3
Practice makes perfect! Get ready for those tricky interview questions by doing mock interviews with friends or mentors. Focus on articulating your problem-solving skills and how you've handled challenging situations in the past. Confidence is key!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you're genuinely interested in joining our team. Don’t miss out on the chance to land that dream job!
We think you need these skills to ace Portfolio Manager, Real Estate - Private Equity
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 hands-on expertise you have. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description, and show us your passion for real estate and private equity.
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled challenging situations in the past. We love candidates who can think on their feet and propose solutions, especially when it comes to complex deals or covenant breaches. Let us know how you’ve made an impact!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at Buckden Partners
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the real estate portfolio management landscape. Familiarise yourself with key metrics like IRR, loan-to-cost, and loan-to-value. Being able to discuss these concepts confidently will show that you're not just familiar with the role but also passionate about it.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in challenging situations, such as covenant breaches or restructurings. Prepare specific examples from your past experience where you've successfully navigated similar issues, highlighting your analytical skills and proactive approach.
✨Showcase Your Communication Skills
As a Portfolio Manager, you'll need to communicate effectively with both internal teams and external partners. Practice articulating complex financial concepts clearly and concisely. Consider preparing a brief presentation on a relevant topic to demonstrate your ability to convey insights to stakeholders.
✨Demonstrate Your Organisational Skills
The role requires managing multiple priorities and workflows. Be ready to discuss how you keep track of various projects and deadlines. You might even want to bring along a sample of your deal tracker or workflow management tool to illustrate your organisational prowess.
