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Assistant Director - Portfolio Management

Michael Page

Morley

On-site

GBP 70,000 - 90,000

Full time

Today
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Job summary

A major investment organization in the UK is seeking an Assistant Director for Portfolio Management in Leeds. This permanent role involves overseeing a diverse portfolio across key infrastructure sectors while ensuring alignment with Net Zero objectives. The ideal candidate should have strong experience in infrastructure portfolio management and debt structuring. The position offers a collaborative environment with a comprehensive benefits package, including a substantial pension contribution.

Benefits

10% cash allowance for flexible benefits
10% employer pension contribution
30 days annual leave
Life assurance and income protection cover

Qualifications

  • Proven experience in infrastructure portfolio management.
  • Experience in debt structuring and refinancing.
  • Strong commercial acumen for high-value projects.

Responsibilities

  • Oversee a diverse portfolio of loans and equity investments.
  • Negotiate waivers and contribute to strategic decisions.
  • Engage with external stakeholders to safeguard interests.

Skills

Infrastructure portfolio management
Direct equity investment
Debt structuring
Analytical skills
Stakeholder management
Job description

This role as an AD - Portfolio Management is a high-impact position with the National Wealth Fund, suited for a strategic thinker with excellent analytical, negotiation, and stakeholder management skills. This is a unique opportunity to drive meaningful change while delivering strong financial returns, while making a difference in the UK's infrastructure and sustainability landscape.

Client Details

The National Wealth Fund 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.

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.

Product experience relevant to the NWF's product offering: equity, fixed and floating loans, guarantees (including inflation linked debt guarantees), noting that specific experience in direct equity investment and equity funds would be advantageous.

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.

Profile

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.

Job 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.
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