Portfolio Options Manager

LiveWest; Exeter; Hybrid; GBP 40,000 - 56,000; Full time

Benefits offered by this job

Hybrid working 2–3 days in office

Generous annual leave (26–30 days)

Pension up to 9%

Health & wellbeing benefits

Job summary

LiveWest is seeking a Portfolio Options Manager to shape the housing portfolio by consolidating data from condition, finance, legal, and demand sources to drive asset decisions.

You will support redevelopment, disposals, and investment evaluations, applying property expertise to influence strategic outcomes and maximise homes for those in housing need.

Qualifications

• Strong analytical ability to interpret complex property, financial and strategic data.
• Excellent written and verbal communication to present findings clearly to varied audiences.
• Ability to make balanced, evidence-based decisions and take accountability for recommendations.

Responsibilities

• Analyse financial, property and strategic data to assess portfolio quality and inform asset decisions.
• Identify causes of asset quality issues and base recommendations on robust evidence.
• Develop and maintain property intelligence and asset grading information; prepare appraisals and feasibility studies.

Skills

Analytical skills

Written & verbal communication

Evidence-based decision making

Education

A Level or equivalent

Tools

Excel

Power BI

Job description

About The Role

As Portfolio Options Manager, you'll play a key role in shaping the future of our housing portfolio. You'll bring together information from a range of sources, including property condition data, financial appraisals, legal constraints and customer demand, to assess how our homes are performing and recommend the best course of action.

Whether that's identifying opportunities for investment, improving existing homes, supporting redevelopment projects or helping deliver our disposals programme, your insight and judgement will help ensure we make the most effective use of our resources to support housing need.

This is an exciting opportunity for someone with strong social housing and property knowledge who enjoys analysing complex information, solving problems and influencing strategic decisions that make a real difference to customers and communities.

Key Responsibilities

• Analyse financial, property and strategic data to assess portfolio quality and recommend appropriate asset decisions.
• Identify the causes of poor asset quality and ensure recommendations are based on robust evidence.
• Support the development and maintenance of property intelligence and asset grading information.
• Prepare options appraisals and feasibility studies.
• Assess investment requirements to ensure homes meet regulatory and quality standards, including Decent Homes requirements.
• Review legal titles, leases and planning constraints that may affect the future value or use of assets.
• Work with colleagues and external stakeholders on redevelopment, disposal and asset improvement opportunities.
• Present findings and recommendations to internal groups to support decision-making and portfolio quality.

This is an opportunity to influence the future of our housing portfolio and help us maximise the number of good quality homes available to people in housing need. You'll work with a wide range of teams across the business, applying your property expertise and analytical skills to make a tangible difference to our customers and communities, while developing your career in a forward-thinking housing organisation.

This is a full-time role working 37 hours per week. Hybrid Working is available for this role working 2-3 days in the office dependent on business need. You will be based from any of our LiveWest offices, including Exeter, Weston-Super-Mare or Tolvaddon.

About The Candidate

To be successful in your application for the role of Portfolio Options Manager, you will have the essential skills and experience for a level 1 role (please see candidate information pack) and the following role specific skills and experience:

Essential Skills

• Strong analytical skills with the ability to interpret complex property, financial and strategic information.
• Excellent written and verbal communication skills, with the ability to present complex information clearly to different audiences.
• Ability to make balanced, evidence-based decisions and take accountability for recommendations.

Essential Experience

• Experience within a social housing or property environment.
• Experience of interpreting, analysing and presenting data using Excel, Power BI or similar systems.
• Experience completing property appraisals, feasibility studies or similar asset-based assessments.

Essential Knowledge

• Strong knowledge of property and asset management within a social housing context.
• Understanding of building condition information and long-term asset performance considerations
• Knowledge of valuations, costs and funding considerations relating to property assets.
• Understanding of legal, planning and regulatory requirements affecting housing assets, including Decent Homes and energy standards.
• Knowledge of strategic asset management principles, including affordability, demand and sustainability considerations.

Essential Qualifications

• Good level of literacy and numeracy.
• A Level or equivalent and above qualification in a relevant construction-related field.

Desirable Experience

• Experience using asset grading applications.

Desirable Qualifications

• Membership of a relevant professional body such as RICS, CIOB or RIBA.

Please note, we are unable to provide CoS for this role; therefore, applicants must have the right to work in the UK for the full duration of this role without requiring a CoS.

About The Company

Our Reward and Benefits:

• Working Style: Hybrid working with 2 - 3 days in the office to support your work/life balance. *remove if scheme or office based
• Generous Annual Leave: Start with 26 days, plus bank holidays, increasing to 30 days with length of service - and the option to purchase up to 5 extra days (pro rated for part time roles).
• Pension Contributions: Enjoy up to 9% employer contributions with our Defined Contribution scheme.
• Health Benefits and Perks: Access to a health care cash plan (worth up to £1,100 annually), virtual GP services, discounted gym memberships, and retail discounts including access to a Blue Light Card.
• Learning and Development: Invest in your future with ongoing personal and professional growth opportunities.
• Family Support: Policies designed to help you balance work and family life, including a new child payment.
• Wellbeing Matters: Prioritise your health with mental health support, enhanced sick pay, wellness campaigns, and free flu jabs.
• Smarter Travel: Save with our Cycle to Work and Car Benefit schemes.
• Giving Back: Up to four paid volunteering days a year to support our communities.

About Us:

At LiveWest, we are united by a shared mission: to create a home for everyone. Each of us takes pride in playing our part in achieving this goal.

Our values guide everything we do - from how we work together to how we deliver exceptional services to our customers. Collaboration is at the heart of LiveWest, and we believe that we achieve more when we deliver together.

As one of the largest employers in the South West, our team of 1,800 talented colleagues provides a wide range of services to our 80,000 customers. We are passionate about nurturing local talent and creating opportunities for people within the communities we serve.

We are committed to supporting our colleagues, giving them the autonomy and encouragement they need to thrive and reach their full potential. Together, we are building brighter futures for everyone.

Inclusion at LiveWest:

At LiveWest, we are committed to fostering an inclusive and diverse workplace where everyone feels valued, respected, and empowered. We believe that our differences drive innovation, creativity, and excellence, and we strive to create an environment where all colleagues can thrive. As a proud member of Inclusive Employers, a Disability Confident Employer, and a signatory of the Armed Forces Covenant, we are dedicated to supporting all our colleagues and ensuring that our workplace is welcoming and accessible to all.

We welcome individuals of all backgrounds, experiences, and perspectives to join our team. LiveWest is dedicated to equal opportunity and actively works to eliminate discrimination and promote diversity at all levels.

Join us in our mission to create vibrant and inclusive communities. Make a difference with LiveWest, where every voice is heard, and every contribution is valued.

You can read more about Inclusion at LiveWest by visiting our website.