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For Companies At a Glance
- Tasks: Lead a team managing diverse investments in clean energy, transport, and more.
- Company: Join a prominent public sector institution driving economic growth and Net Zero goals.
- Benefits: Enjoy a flexible benefits fund, generous pension contributions, and 30 days annual leave.
- Why this job: Make a meaningful impact while developing your skills in a dynamic environment.
- Qualifications: Experience in equity investment and strong analytical skills are essential.
- Other info: Must commit to at least 3 days in the Leeds office.
The predicted salary is between 43200 - 72000 £ per year.
A unique chance to drive meaningful change while delivering strong financials. Full time and permanent position - LEEDS based.
About Our Client
The role is within a prominent institution in the public sector who 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.
Job 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. 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.
The Successful Applicant
- 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.
What’s on Offer
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.
AD Portfolio Manager (Direct Equity Investment/Equity Funds) employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land AD Portfolio Manager (Direct Equity Investment/Equity Funds)
✨Tip Number 1
Network with professionals in the public sector and investment fields. Attend industry events, webinars, or local meetups in Leeds to connect with individuals who work in similar roles or organisations. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Research the organisation's recent projects and initiatives related to net zero objectives and economic growth. Being knowledgeable about their current focus areas will allow you to engage in meaningful conversations during interviews and demonstrate your genuine interest in their mission.
✨Tip Number 3
Prepare to discuss your experience in direct equity investment and debt structuring in detail. Be ready to provide specific examples of how you've successfully managed high-value projects and navigated complex financial scenarios, as this will showcase your expertise and suitability for the role.
✨Tip Number 4
Familiarise yourself with the key stakeholders you might interact with in this role, such as project sponsors and equity fund managers. Understanding their perspectives and challenges can help you articulate how you would effectively manage these relationships and contribute to the organisation's goals.
We think you need these skills to ace AD Portfolio Manager (Direct Equity Investment/Equity Funds)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in direct equity investment and equity funds. Emphasise your skills in financial analysis, risk management, and stakeholder engagement, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for applying to this position. Discuss how your background aligns with the organisation's mission of achieving net zero carbon emissions and fostering economic growth.
Highlight Relevant Experience: In your application, focus on specific projects or roles where you demonstrated strong commercial acumen and accountability for high-value projects. Use quantifiable achievements to showcase your impact.
Prepare for Potential Questions: Anticipate questions related to your experience in debt structuring, refinancing, and credit analysis. Be ready to discuss how you've successfully managed portfolios and engaged with external stakeholders in previous roles.
How to prepare for a job interview at Page Personnel
✨Understand the Organisation's Mission
Before your interview, make sure you thoroughly understand the organisation's dual mission of achieving net zero carbon emissions and fostering local economic growth. Be prepared to discuss how your experience aligns with these goals and how you can contribute to their objectives.
✨Showcase Your Financial Acumen
Given the role's focus on direct equity investment and financial analysis, be ready to demonstrate your expertise in debt structuring, refinancing, and credit analysis. Prepare examples from your past experiences that highlight your commercial acumen and ability to manage high-value projects.
✨Engage with Stakeholder Management
The position requires strong stakeholder management skills. Think of instances where you've successfully engaged with external stakeholders, such as project sponsors or legal advisors. Be ready to discuss your approach to building relationships and safeguarding organisational interests.
✨Prepare for Strategic Decision-Making Scenarios
As a senior leadership role, you'll need to contribute to strategic decision-making processes. Prepare to discuss how you've approached similar situations in the past, including any challenges you faced and how you overcame them. This will showcase your strategic thinking capabilities.
