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- 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 43200 - 72000 £ per year.
An Investment Fund in Leeds is undergoing a period of sustained growth and is 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 (Leeds) employer: Marks Sattin
Contact Detail:
Marks Sattin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Director - Portfolio Manager (Leeds)
✨Tip Number 1
Network with professionals in the investment and infrastructure sectors. Attend industry events or webinars where you can meet potential colleagues or mentors who can provide insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and developments in portfolio management, especially within the infrastructure context. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Prepare to discuss specific projects you've worked on that relate to the key responsibilities of the role. Highlight your experience with financial models, negotiations, and risk management to showcase your suitability for the position.
✨Tip Number 4
Research the company’s recent projects and initiatives. Being able to reference their work during conversations will show that you are proactive and genuinely interested in contributing to their ongoing success.
We think you need these skills to ace Assistant Director - Portfolio Manager (Leeds)
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 requirements.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your relevant sector experience, particularly in energy, power, transport, construction, or social infrastructure, and how it makes you a suitable candidate.
Showcase Analytical Skills: Demonstrate your ability to analyse qualitative and quantitative information by providing examples of past projects where you built internal models or interrogated external models. Highlight any experience with financial models and legal analysis.
Prepare for Interviews: If invited for an interview, be ready to discuss your experience with negotiating waivers and preparing reports for Investment Committees. Prepare questions about the company's current projects and how you can contribute to their success.
How to prepare for a job interview at Marks Sattin
✨Know Your Portfolio Management Fundamentals
Make sure you have a solid understanding of portfolio management principles, especially in the context of infrastructure. Be prepared to discuss your experience with loans, guarantees, and equity assets, as this will be crucial for the role.
✨Demonstrate Analytical Skills
Be ready to showcase your ability to analyse both qualitative and quantitative information. Bring examples of how you've built internal models or interrogated external ones, and be prepared to discuss specific financial models you've worked with.
✨Showcase Your Sector Experience
Highlight your experience in relevant sectors such as energy, power, transport, or construction. Prepare to discuss specific projects you've been involved in and how your contributions made a difference.
✨Prepare for Negotiation Scenarios
Since negotiation is a key part of the role, think of past experiences where you've had to negotiate waivers or protect investments. Be ready to discuss your approach and the outcomes of those negotiations.
