At a Glance
- Tasks: Lead a team managing diverse infrastructure investments for economic growth and sustainability.
- Company: Join the National Wealth Fund, driving change in the UK's infrastructure landscape.
- Benefits: Competitive salary, generous pension, flexible benefits, and 30 days annual leave.
- Other info: Collaborative environment with unique learning opportunities and a commitment to diversity.
- Why this job: Make a real impact on the UK's journey to Net Zero while advancing your career.
- Qualifications: Experience in infrastructure portfolio management and strong analytical skills required.
The predicted salary is between 78000 - 108000 £ per year.
This role as an AD - Portfolio Management is a high-impact position with the National Wealth Fund, suited for a strategic thinker with excellent analytical, negotiation, and stakeholder management skills. This is a unique opportunity to drive meaningful change while delivering strong financial returns, while making a difference in the UK\'s infrastructure and sustainability landscape.
Client Details
The National Wealth Fund are focused on driving economic growth and achieving Net Zero objectives in the UK. The organisation mobilises sector insights and investment expertise to unlock private finance for projects across the country, with a capital provision of nearly 30 billion.
This is a full time and permanent position that will be located in Leeds - you must be able to commit to at least 3 working days in the Leeds office.
Description
This senior leadership role is responsible for overseeing a diverse portfolio of loans, guarantees, and equity investments across key infrastructure sectors including clean energy, transport, digital, water, and waste. The Assistant Director will lead a team of portfolio managers, ensuring that investments align with the organisations dual mission of achieving net zero carbon emissions and fostering local and regional economic growth.
Product experience relevant to the NWF\'s product offering: equity, fixed and floating loans, guarantees (including inflation linked debt guarantees), noting that specific experience in direct equity investment and equity funds would be advantageous.
Key responsibilities include monitoring project performance, conducting financial and risk analysis, negotiating waivers and consents, and contributing to strategic decision-making processes.
The role also involves engaging with external stakeholders such as project sponsors, equity fund managers, and legal advisors to safeguard the organisations interests and reputation.
Profile
The ideal candidate will bring:
- Proven experience in infrastructure portfolio management
- Experience in direct equity investment and equity funds will be an advantage
- Debt experience, ideally gained in a banking or project finance environment is critical as you will engage in debt structuring, refinancing, credit analysis and monitoring/management of their loan portfolio
- Strong commercial acumen and accountability for high-value projects
- Sector expertise in energy, transport, growth finance, direct equity or social infrastructure
- Deep knowledge of debt structuring, refinancing, and credit analysis
- Familiarity with financial products such as loans, guarantees, and equity investments
This is a high-impact position suited for a strategic thinker with excellent analytical, negotiation, and stakeholder management skills.
- This is a full time and permanent position that will be located in Leeds - you must be able to commit to at least 3 working days in the Leeds office.
Job Offer
- A collaborative environment
- A base salary between 90,000 - 120,000 p/a
- A fantastic benefits package including a 10% cash allowance for a flexible benefits fund (capped at 15k).
- A very generous pension offering, 10% employer contribution, increasing to 15% if employees also contribute 5%. (20% in total) Individuals can select to use flexible benefits for the 5%.
- 30 days annual leave (option to buy & sell 5 days A/L)
- Core benefits include life assurance and income protection cover
- The organisation values diversity and inclusion, offering competitive benefits and unique learning opportunities from combining private and public sector skills and experience. Background checks are conducted for all roles.
Assistant Director - Portfolio Management employer: Michael Page
The National Wealth Fund is an exceptional employer, offering a dynamic and collaborative work environment in Leeds, where you can make a tangible impact on the UK's infrastructure and sustainability goals. With a competitive salary, generous benefits including a substantial pension contribution, and a commitment to diversity and inclusion, employees are empowered to grow professionally while contributing to meaningful projects that drive economic growth and achieve Net Zero objectives.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Director - Portfolio Management
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Michael Page. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Assistant Director - Portfolio Management
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Michael Page.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Michael Page's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Michael Page
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Michael Page.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Michael Page will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Michael Page employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
