At a Glance
- Tasks: Manage a diverse investment portfolio and monitor financial performance and mission impact.
- Company: Scottish National Investment Bank, committed to positive outcomes for Scotland.
- Benefits: Competitive salary, 30 days leave, hybrid working, and a generous pension scheme.
- Why this job: Join a supportive culture and make a real impact on Scotland's future.
- Qualifications: Experience in asset management and strong analytical skills required.
- Other info: Flexible working patterns and commitment to diversity and inclusion.
The predicted salary is between 84000 - 98000 £ per year.
The Scottish National Investment Bank is seeking an experienced Associate Director - Investment Portfolio Management to play a key role in the active management of the Bank’s patient capital investment portfolio.
As an Associate Director in the Portfolio Management team, you will support post-investment management across a diverse portfolio of equity and debt investments. You will monitor financial performance and mission impact at both individual investment and portfolio level, while helping to shape value-creation strategies over long development and commercialisation timelines.
This is a senior opportunity within the Portfolio Management function, working closely with Investment, Impact, Risk, Finance and Operations colleagues to support post-investment stewardship, manage risk, and maximise long-term financial and mission outcomes for Scotland across a diverse portfolio of investments, with a focus on housing.
We welcome applications from candidates who believe they can excel in this role, even if you do not meet every single requirement. We value diverse experiences and perspectives and encourage applications from all backgrounds.
Key Responsibilities- Manage a diverse portfolio of equity and debt investments, including monitoring financial performance, mission impact and covenant compliance.
- Build effective relationships with investee management teams and attend boards as an Observer where required.
- Provide regular performance and risk reporting to the Executive Director - Investment Portfolio Management and the Asset Management Committee.
- Work closely with the Impact team to ensure mission impacts are tracked and reported in line with investment agreements.
- Collaborate with Investment colleagues to ensure post-deal management considerations are embedded in investment documentation.
- Coordinate with Investment Operations to manage fund flows, including drawdowns, repayments, dividends and fees.
- Partner with Investment Risk and Finance teams to manage underperforming investments and support turnaround strategies.
- Apply specialist sector knowledge to assess progress against complex technical, regulatory and development milestones.
- You will bring previous post-investment or asset management experience, combined with the judgement and curiosity required to support innovation-led businesses operating over long time horizons.
- Experience in investment origination, post-deal management or asset management, across equity and/or debt.
- Deep understanding of one or more specialist sectors, including the ability to assess technical and commercial development milestones.
- Advanced knowledge of sector-specific financial modelling and valuation, particularly in high-uncertainty environments.
- Experience conducting rigorous technical and commercial appraisals, including feasibility, scalability and IP considerations.
- The ability to analyse market trends, innovation developments and competitive dynamics to shape portfolio support.
- Excellent communication skills, with the confidence to engage credibly with senior management teams and internal committees.
- A collaborative approach, working effectively with risk, finance, operations and impact colleagues.
- A degree qualification, with a professional qualification (e.g. CA, CFA or similar) highly desirable.
- Alignment with the Bank’s missions and values, and a commitment to delivering long-term positive outcomes for Scotland.
At the Scottish National Investment Bank, we offer a supportive culture that values your expertise and autonomy, encourages continuous learning, and provides opportunities for meaningful work. The salary range is £84-98k, depending on experience, with additional benefits including 30 days annual leave plus public holidays, a 12% non-contributory pension, volunteer days, and more. We operate a hybrid working model and are open to discussing flexible working patterns.
If you are eligible under the Disability Confident Scheme or need any adjustments to support your application, please reach out to us. We are committed to providing the support needed for you to participate fully in our recruitment process.
Associate Director – Investment Portfolio Management in Glasgow employer: The Scottish National Investment Bank
Contact Detail:
The Scottish National Investment Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director – Investment Portfolio Management in Glasgow
✨Tip Number 1
Network like a pro! Reach out to folks in your industry, especially those connected to the Scottish National Investment Bank. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by diving deep into the Bank's mission and values. Show us how your experience aligns with their goals, especially in managing diverse portfolios and creating long-term impact.
✨Tip Number 3
Practice your pitch! Be ready to discuss your previous post-investment management experiences and how they relate to the role. We want to hear about your successes and how you tackled challenges in asset management.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Associate Director – Investment Portfolio Management in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate Director role. Highlight your post-investment management experience and any relevant sector knowledge to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit for our mission at the Scottish National Investment Bank.
Showcase Your Achievements: Don’t just list your responsibilities; share specific achievements that demonstrate your impact in previous roles. We love to see how you've contributed to financial performance and mission outcomes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at The Scottish National Investment Bank
✨Know Your Portfolio Inside Out
Before the interview, dive deep into the types of investments the Scottish National Investment Bank manages. Familiarise yourself with their portfolio, especially in housing, and be ready to discuss how your experience aligns with their investment strategies.
✨Showcase Your Collaborative Spirit
This role requires working closely with various teams. Prepare examples that highlight your ability to collaborate effectively with finance, risk, and operations colleagues. Think of specific instances where teamwork led to successful outcomes.
✨Demonstrate Your Analytical Skills
Be ready to discuss your experience with financial modelling and valuation, particularly in uncertain environments. Bring examples of how you've conducted technical and commercial appraisals, and how those analyses influenced investment decisions.
✨Align with Their Mission
The Scottish National Investment Bank values long-term positive outcomes for Scotland. Reflect on how your personal values align with this mission and prepare to articulate your commitment to delivering impactful results during the interview.