Overview
If your skills, experience, and qualifications match those in this job overview, do not delay your application.
We are looking for an exceptionally commercially sharp Portfolio Manager to take ownership of the financial performance and analytical intelligence across a portfolio of c. 25 industrial assets with a combined AUM of approximately £500m.
This is not a traditional reporting role. You will be the commercial conscience of the portfolio – the person who knows it inside out, can provide real-time insight at short notice and is trusted by leadership and institutional JV partners to have the right answer, quickly. You will work within a framework of sophisticated, pre-built financial models, interrogating and driving insight from them rather than building from scratch.
Equally important is the ability to operate with confidence at senior levels. You will be a visible and credible presence in conversations with JV partners, whether fielding a challenging question in a performance meeting, responding to an ad-hoc request from a partner’s portfolio team, or presenting returns analysis to a fund board.
- Serve as the primary commercial point of reference for the portfolio, maintaining a deep and current understanding of asset-level and portfolio-level financial performance at all times
- Provide real-time analysis and insight to the Head of Investment, senior leadership and JV partners, including ad-hoc requests at short notice
- Monitor and report on key performance metrics across the portfolio – occupancy, passing rent, ERV, WAULT, void costs, capital expenditure, income returns and total returns — identifying trends, risks and opportunities
- Prepare and present regular portfolio performance reports, board packs and investor reporting materials to a high standard
Capital Structures & Investor Relations
- Demonstrate a thorough understanding of institutional JV structures, including equity waterfall and promote mechanisms, preferred return hurdles and carried interest calculations
- Manage the preparation and coordination of investor reporting, drawdown submissions and distribution calculations in line with shareholder and facility xwzovoh agreement requirements
- Act as a knowledgeable and credible counterpart to institutional equity partners and lenders on all financial and performance-related matters
- Support refinancing processes, including preparation of lender information packs and covenant reporting
Qualifications
- 5-8 years’ experience in a real estate investment, asset management, fund finance or FP&A role within a developer, investment manager, fund or institutional advisory environment
- Proven track record of managing financial performance across a multi-asset real estate portfolio
Please click apply or email your cv to
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