AD Portfolio Manager (Direct Equity Investment / Equity Funds)

Michael Page (UK); Leeds; On-site; GBP 70,000 - 90,000; Full time

Job summary

A prominent public sector institution in Leeds is seeking an Assistant Director to oversee a diverse portfolio of loans and equity investments. The ideal candidate has proven experience in infrastructure portfolio management and debt financing. This full-time role requires excellent analytical and stakeholder management skills, with a strong commitment to sustainability and economic growth. A competitive benefits package and collaborative environment are offered.

Benefits

10% cash allowance for flexible benefits

Generous pension with 10% employer contribution

30 days annual leave

Life assurance and income protection cover

Qualifications

• Proven experience in infrastructure portfolio management.
• Experience in direct equity investment and equity funds is an advantage.
• Debt experience in banking or project finance is critical.
• Strong commercial acumen for high-value projects.
• Sector expertise in energy, transport, and social infrastructure.

Responsibilities

• Oversee a diverse portfolio of loans, guarantees, and equity investments.
• Lead a team of portfolio managers.
• Monitor project performance and conduct financial analysis.
• Negotiate waivers and consents.
• Engage with external stakeholders.

Skills

Infrastructure portfolio management

Debt structuring

Direct equity investment

Strong commercial acumen

Analytical skills

Stakeholder management

Job description

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.