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.
New Business
- 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.
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.
Skills & Experience
- 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
Buckden Partners is an exceptional employer that fosters a dynamic and collaborative work culture, where innovation and growth are at the forefront. Located in the vibrant city of London, employees benefit from a competitive salary, performance bonuses, and a comprehensive benefits package, alongside ample opportunities for professional development and networking within the thriving financial sector. Join us to be part of a forward-thinking team dedicated to driving success in Asset Based Lending.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager, Real Estate - Private Equity
✨Get Involved in Local Property Events
Dive into local property expos and networking events! Real estate thrives on connections, so attending these events helps us meet potential employers and industry leaders, plus it's a chance to show off your enthusiasm for the field.
✨Connect with Local Agents on Social Media
Follow and engage with local real estate agents and firms on platforms like Instagram and LinkedIn. Sharing their posts and commenting with your insights can put you on their radar and might even lead to job opportunities at companies like Buckden Partners.
✨Don’t Underestimate the Power of Cold Outreach
Got your eye on a specific company like Buckden Partners? Don't hesitate to send a direct message or an email expressing your interest. Personalise your approach, maybe mentioning a recent listing or project of theirs, and it could set you apart from other candidates.
✨Utilise Property Management Platforms
Check out property management platforms and job boards tailored for the real estate sector. They often have exclusive listings, especially for full-time roles. Don't forget to visit Buckden Partners's careers page directly; we love seeing passionate candidates applying through our website!
We think you need these skills to ace Portfolio Manager, Real Estate - Private Equity
Some tips for your application 🫡
Show Your Real-Estate Savvy:When crafting your CV and cover letter, make sure to highlight any relevant experience in the real estate sector. If you've done internships, assistant roles, or even relevant coursework, lay it out clearly. We want to see your familiarity with market trends, property management, or any sales experience you've got under your belt!
Quantify Your Achievements:In real estate, numbers speak volumes! When detailing your past roles, use concrete figures to demonstrate your achievements. For example, mention how many properties you sold, the percentage increase in client satisfaction, or any successful negotiations. These metrics can give your application that extra punch it needs!
Tailor Your Documents for the Job:Every application should feel personal. When applying for the Portfolio Manager, Real Estate - Private Equity role at Buckden Partners, tweak your CV to focus on aspects that are important to them. If they value client relationships, emphasise your interpersonal skills. We want to see you aligning your experiences with what they're looking for!
Keep It Professional Yet Approachable:While we want you to show off your expertise, don't forget to let your personality shine through in your cover letter. A touch of friendliness can set you apart, especially in real estate where client interaction is key. Show that you're ready not just to work with the property but also with people!
How to prepare for a job interview at Buckden Partners
✨Know Your Market Trends
In real estate, it’s all about staying ahead of the curve. Make sure we brush up on the latest market trends in the area where Buckden Partners operates. Being able to discuss local property values, demand, and upcoming developments will show that we’re not just interested in the job, but genuinely invested in the industry.
✨Prepare for Scenario Questions
Expect some scenario-based questions during the interview. We might get asked how we’d handle different client situations or property evaluations. Preparing our responses for common real estate scenarios not only demonstrates our problem-solving skills but also shows that we can think on our feet in a client-facing role.
✨Showcase Your Connections
In full-time real estate, networking is key! Let’s think about our connections in the industry and what we can bring to Buckden Partners. Whether it’s insights on prospective clients or relationships with local contractors, talking about these experiences can set us apart from other candidates.
✨Demonstrate Technical Savvy
Familiarity with different real estate software tools is a big plus. We should be ready to discuss any platforms we've used, whether it's for property management, CRM, or data analysis. Being comfortable with technology not only makes us more efficient, but also shows that we’re adaptable to the tools used at Buckden Partners.
