Manager - Portfolio Management (Debt/Equity)

Michael Page; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency seeks a Manager - Portfolio Management (Debt/Equity) in Leeds to oversee and optimize financial portfolios. The ideal candidate will have significant experience in portfolio management and transaction experience with various investment products. This full-time role offers an attractive salary range of £60,000 - £80,000 and a generous benefits package including a flexible benefits fund and pension contributions.

Benefits

10% cash allowance for flexible benefits

10% employer pension contribution

30 days annual leave

Life assurance and income protection cover

Qualifications

• Experience of working in portfolio management.
• Strong understanding of equity, equity funds, fixed and floating loans.
• Skilled in understanding complex information.

Responsibilities

• Monitor progress on key projects and engage with project sponsors.
• Contribute to and update internal models and perform sensitivity analysis.
• Negotiate and coordinate required documentation to ensure financial soundness.

Skills

Portfolio Management

Transaction Experience

Understanding of Financial Investment Products

Commercial Awareness

Job description

This role requires a Manager - Portfolio Management (Debt/Equity) to oversee and optimise a diverse financial portfolio in the public sector. Based in Leeds, the position is ideal for professionals with expertise in banking and financial services looking to make a meaningful impact.

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

Monitor progress on key projects as assigned by the Assistant Director (AD)/Director. Engage with project sponsors and equity fund managers as directed and use judgement to identify when projects are at risk. Work with the AD/Director to identify and implement mitigating actions to minimise risks to the fund's investments.

Contribute to and update internal models, review and interrogate external models and carry out sensitivity analysis, analysing outputs so as to ensure risks are managed and problems identified early.

Analyse significant amounts of qualitative and quantitative information, some of it complex, such as financial models, technical and legal analysis, facility documentation and deeds as directed by the AD/Director. Digest and summarise the results with a view to effectively recommending actions that align with the fund's purpose.

Attend site visits and meet the Project Company management team, to inspect project progress and, work alongside the Directors and ADs to effectively scrutinise management in order to assess whether the project is progressing to the agreed project plan.

Negotiate and coordinate any required documentation, test covenant compliance, test future financial projections and financial accounts to ensure that deals remain financially sound and aligned to the mission and objectives of NWF.

Contribute to the preparation of reports for Investment Committee and Credit Committee to inform the Committees about the risks presented by new projects, how those risks should be mitigated and how pricing should be structured.

Profile

A successful Manager - Portfolio Management (Debt/Equity) should have:

• Experience of working in portfolio management
• Transaction experience of products relevant to NWF's product offering; equity, equity funds, fixed and floating loans, guarantees (including inflation-linked debt guarantees), including debt structuring, credit analysis and monitoring/management activities
• A strong and demonstrable understanding of financial investment products
• Demonstrable commercial awareness and skilled in understanding and digesting complex information.

This role might be a good option for someone coming from a Big4 with transferable skills who are keen to make a move into portfolio management.

Job Offer

A collaborative environment

Base salary between £60,000 p/a - £80,000 p/a

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

The organisation is an equal opportunities employer and welcomes applications from all qualified candidates.