Manager - Portfolio Management (Debt/Equity)

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

Job summary

A public sector investment organization is looking for a Manager - Portfolio Management (Debt/Equity) in Leeds. This role requires experience in portfolio management and transaction-based products. The successful candidate will monitor project progress, conduct financial analysis, and prepare reports for key committees. Offering a base salary of £60,000 to £80,000, this position includes a 10% flexible cash allowance, generous pension contributions, and substantial annual leave. The organization prioritizes diversity and inclusion, providing unique learning opportunities.

Benefits

10% cash allowance for flexible benefits

Generous pension contribution

30 days annual leave

Life assurance and income protection

Qualifications

• Experience of working in portfolio management.
• Transaction experience relevant to equity and debt products.
• Strong understanding of financial investment products.
• Ability to analyse complex information.

Responsibilities

• Monitor progress on key projects and identify risks.
• Update internal models and analyse outputs for risk management.
• Analyse qualitative and quantitative information for decision-making.
• Negotiate documentation and ensure financial soundness of deals.
• Prepare reports to inform Investment and Credit Committees.

Skills

Portfolio management experience

Debt structuring knowledge

Credit analysis skills

Commercial awareness

Financial investment product understanding

Job description

About Our Client

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.

Job 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 theDirector. 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.

The Successful Applicant

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.

What's on 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.