Reporting directly to senior leadership, the Portfolio Fund Manager will take ownership of fund operations, portfolio management, treasury forecasting, investor reporting and loan portfolio oversight. Working within a collaborative and highly relationship-driven team, you will partner closely with borrowers, brokers, investors and internal stakeholders to ensure the effective management of a diversified private credit portfolio while delivering strong risk-adjusted outcomes. This is a hands‑on role requiring a strong understanding of property development, structured lending and advanced financial modelling.
- Manage portfolio construction, performance monitoring and implementation of investment strategies.
- Produce treasury forecasts, portfolio reporting, cash flow analysis and investor reporting.
- Monitor loan portfolio performance, covenant compliance and risk exposures.
- Review and oversee loan draw downs, borrower utilisation requests and project funding requirements.
- Assess construction and development progress across a range of property development projects.
- Analyse feasibility studies, cost-to-complete positions and Quantity Surveyor reports.
- Build and maintain sophisticated Excel models to support forecasting, scenario analysis and executive decision-making.
- Work closely with executive leadership on capital management, liquidity planning and portfolio strategy.
- Collaborate with credit, legal, compliance and finance stakeholders to deliver efficient portfolio outcomes.
- Contribute to ongoing process improvement and optimisation of portfolio management systems.
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Portfolio Fund Manager - Property in Perth employer: Page Executive
At Page Executive, we pride ourselves on being an excellent employer that fosters a dynamic and inclusive work culture. Our hybrid role allows for flexibility while ensuring collaboration with a talented team dedicated to driving growth in the professional services sector. We offer robust employee growth opportunities, competitive benefits, and a chance to make a significant impact by shaping marketing strategies that connect directly to revenue.
