At a Glance
- Tasks: Assist in managing a growing portfolio of loans and equity assets.
- Company: Join a leading Investment Fund in Leeds, driving impactful infrastructure projects.
- Benefits: Enjoy competitive pay, professional growth opportunities, and a dynamic work environment.
- Why this job: Be part of transformative projects that shape the future of infrastructure in the UK.
- Qualifications: Experience in Portfolio Management, particularly in banking or project finance, is essential.
- Other info: Ideal for those passionate about energy, transport, and social infrastructure.
The predicted salary is between 48000 - 72000 £ per year.
An Investment Fund in Leeds is undergoing a period of sustained growth and are looking for a Portfolio Manager to assist with the growing portfolio of loans, guarantees and equity assets.
Key responsibilities:
- Engage with project sponsors and equity fund managers to monitor progress on key projects.
- Identify where projects are at risk and implement mitigating action.
- Build internal models & interrogate external models.
- Analyse qualitative and quantitative information (i.e. financial models, technical and legal analysis, facility documentation and deeds).
- Attend site visits to inspect project progress.
- Negotiate waivers to protect the Bank in respect to deals/investments.
- Contribute to the preparation of reports for Investment Committee.
- Actively contribute to in-flight change programmes as required.
Required skill set:
- Core expertise within Portfolio Management, particularly in an infrastructure context from either a Banking or Project Finance environment.
- Demonstrable commercial expertise in addition to a willingness to take a high degree of accountability for high value and sensitive projects.
- Sector experience to include energy, power, transport, construction or social infrastructure.
- Debt experience is key.
- Product experience including fixed and floating loans and guarantees. Direct equity investment and equity fund knowledge will be an advantage.
This client is aligned to some of the UK's most cutting edge and important infrastructure projects so candidates with the above expertise are encouraged to apply.
Assistant Director - Portfolio Manager employer: Marks Sattin
Contact Detail:
Marks Sattin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Director - Portfolio Manager
✨Tip Number 1
Network with professionals in the investment and portfolio management sectors. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in infrastructure projects.
✨Tip Number 2
Familiarise yourself with the specific infrastructure projects that the investment fund is involved in. Understanding their current portfolio will help you engage more effectively during interviews and demonstrate your genuine interest.
✨Tip Number 3
Brush up on your negotiation skills, especially in relation to waivers and financial agreements. Being able to discuss your approach to protecting investments will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience with both qualitative and quantitative analysis. Be ready to provide examples of how you've successfully built internal models or interrogated external ones in previous roles.
We think you need these skills to ace Assistant Director - Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your core expertise in Portfolio Management, especially within an infrastructure context. Include specific examples of your experience in banking or project finance that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Discuss your experience with project sponsors, equity fund managers, and your ability to analyse both qualitative and quantitative information.
Highlight Relevant Experience: In your application, emphasise your sector experience in energy, power, transport, construction, or social infrastructure. Mention any debt experience and product knowledge related to fixed and floating loans and guarantees.
Showcase Accountability: Demonstrate your willingness to take accountability for high-value and sensitive projects. Provide examples of how you've successfully managed risks and implemented mitigating actions in previous roles.
How to prepare for a job interview at Marks Sattin
✨Showcase Your Portfolio Management Expertise
Make sure to highlight your experience in portfolio management, especially within an infrastructure context. Be prepared to discuss specific projects you've managed and the outcomes, as this will demonstrate your capability to handle high-value and sensitive projects.
✨Demonstrate Analytical Skills
Since the role involves analysing both qualitative and quantitative information, come equipped with examples of how you've successfully built internal models or interrogated external ones. Discuss any financial models or technical analyses you've conducted to showcase your analytical prowess.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to identify risks in projects and implement mitigating actions. Prepare scenarios from your past experiences where you successfully navigated challenges, particularly in the energy, power, or construction sectors.
✨Engage with the Company’s Vision
Research the investment fund's current projects and their impact on infrastructure in the UK. Showing genuine interest in their work and aligning your answers with their goals will help you stand out as a candidate who is not only qualified but also passionate about contributing to their success.