AD Portfolio Manager (Direct Equity Investment/Equity Funds)

Michael Page (UK); Leeds; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading public sector institution is seeking an Assistant Director to oversee a diverse portfolio aimed at driving economic growth and achieving Net Zero objectives. This senior role requires proven experience in infrastructure portfolio management, strong commercial acumen, and excellent stakeholder engagement skills. The position offers a competitive salary, extensive benefits, and the opportunity to lead impactful projects.

Benefits

10% cash allowance for flexible benefits fund

Generous pension offering with 10% employer contribution

30 days annual leave with buy/sell options

Life assurance and income protection cover

Diversity and inclusion initiatives

Qualifications

• Proven experience in infrastructure portfolio management.
• Experience in direct equity investment preferred.
• Critical debt experience in banking or project finance.
• Deep knowledge of debt structuring and credit analysis.

Responsibilities

• Oversee a diverse portfolio of loans and investments across infrastructure sectors.
• Lead a team of portfolio managers to ensure alignment with net zero objectives.
• Engage with external stakeholders to safeguard interests.

Skills

Commercial acumen

Stakeholder management

Analytical skills

Negotiation skills

Job description

• 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

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.*

What's on Offer

• A collaborative environment
• 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.