Portfolio Manager

London, London Macdonald & Company

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Job Description Job Title Portfolio Manager Role Purpose and Summary This newly created role will play a crucial part in managing Group’s on-balance sheet investments comprising principally ca. 2,000 beds under sale and leaseback arrangements alongside minority interests in two Joint Ventures which equate to a further 1,665 PBSA beds. The role has three distinct focuses: 1) Strategic management: of the Group’s investment interests in order to maximise long term value through exits, 2) Operational focus: day to day management of the portfolio, working collaboratively with key internal and external stakeholders to drive performance. 3) Growth strategies: Working with the Group Investment Director on new growth opportunities. This role also includes the oversight of the existing landbank, alongside oversight of the “for sale” homes strategy. Core Objectives – Specific Expectations of the Role Portfolio Management · Manages interests in joint ventures on a day to day basis. · Actively looking to enhance value across the assets whilst also managing the Group’s risk profile. · Overarching responsibility for successful delivery and mobilisation of projects. · Working collaboratively with Project Services/Delivery to track progress and deal with operational issues. · Work collaboratively with Homes team on “homes” strategy alongside landbank. Reporting · Implement and manage reporting on JV positions, liaising closely with Finance. · Ensure effective management of Group’s land bank and homes assets. · Maintain accurate records and prepare reports in the most appropriate format for various forums, meetings, committees and other groups, in line with reporting cycles. Engagement · Engage as required with internal stakeholders alongside external debt and equity partners. · Attend industry events where appropriate and act as a spokesperson. · Work with the Group Investment Director on new asset management opportunities. Generic Business Expectations o Finance & Value for Money o Security o Health & Safety o Learning & Development o Customer Focus. Generic Leadership Expectations o Line Management o Leading by Example o Inclusive Leadership o People Development Person Specification Job Title - Portfolio Manager Key Behaviours Insight - Seeing the bigger picture Collaboration - Working together Improving & Change - Being better at what we do Managing Quality - Process, procedures, compliance Decision Making - Taking considered logical actions Integrity & Responsibility - Doing the right thing Communication & Influence - Being clear & using the right method Pace & Planning - Delivering results on time Equality & Diversity - Respecting difference & inclusivity Role Specific Strengths · Decisive · Negotiator · Networker · Organiser · Strategic · Communicator Training & Qualifications Essential or Desirable Educated to Degree Level in a related discipline OR significant and substantial experience in a relevant profession - Essential Evidence of undertaking training, learning or other activities to maintain professional status or keep abreast of developments, trends and best-practice in the profession and industry - Essential Holds chartered / registered / certified status in the profession - Desirable Knowledge & Skills Excellent interpersonal, communication skills and business acumen - Essential Knowledge of asset management - Essential Understanding of fiduciary responsibility - Essential Knowledge of construction principles - Essential Knowledge of residential capital markets - Essential Ability to anticipate risks and provide sound, reasonable advice that stands up to challenge - Essential Ability to act assertively to support a point of view, negotiate, influence decisions whilst maintaining respect and healthy, positive working relationships - Essential Ability to compile reports and present information in an accurate, logical format - Essential Knowledge of the construction and development industry - Essential Ability to use Microsoft Office Applications - Essential Experience Experience of working in the Residential for Rent sectors - Essential Experience of working within asset/portfolio management - Desirable Experience of maintaining networks of key contacts and working with multiple internal and external stakeholders - Essential Experience of working to tight schedules with competing priorities to deliver projects on time and in line with client requirements - Essential
This advertiser has chosen not to accept applicants from your region.

Portfolio Manager

London, London Macdonald & Company

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Title
Portfolio Manager

 
Role Purpose and Summary
This newly created role will play a crucial part in managing Group’s on-balance sheet investments comprising principally ca. 2,000 beds under sale and leaseback arrangements alongside minority interests in two Joint Ventures which equate to a further 1,665 PBSA beds.

The role has three distinct focuses:
1) Strategic management: of the Group’s investment interests in order to maximise long term value through exits,
2) Operational focus: day to day management of the portfolio, working collaboratively with key internal and external stakeholders to drive performance.
3) Growth strategies: Working with the Group Investment Director on new growth opportunities.

This role also includes the oversight of the existing landbank, alongside oversight of the “for sale” homes strategy.
 
Core Objectives – Specific Expectations of the Role

Portfolio Management
·    Manages interests in joint ventures on a day to day basis.
·    Actively looking to enhance value across the assets whilst also managing the Group’s risk profile.
·    Overarching responsibility for successful delivery and mobilisation of projects.
·    Working collaboratively with Project Services/Delivery to track progress and deal with operational issues.
·    Work collaboratively with Homes team on “homes” strategy alongside landbank.

 
Reporting
·    Implement and manage reporting on JV positions, liaising closely with Finance.
·    Ensure effective management of Group’s land bank and homes assets.
·    Maintain accurate records and prepare reports in the most appropriate format for various forums, meetings, committees and other groups, in line with reporting cycles.
 
Engagement
·    Engage as required with internal stakeholders alongside external debt and equity partners.
·    Attend industry events where appropriate and act as a spokesperson.
·    Work with the Group Investment Director on new asset management opportunities.
 
 
Generic Business Expectations
o   Finance & Value for Money
o   Security
o   Health & Safety
o   Learning & Development
o   Customer Focus.
 
Generic Leadership Expectations
o   Line Management
o   Leading by Example
o   Inclusive Leadership
o   People Development
 
Person Specification

Job Title - 
Portfolio Manager
 
Key Behaviours
Insight - Seeing the bigger picture
Collaboration - Working together
Improving & Change - Being better at what we do
Managing Quality - Process, procedures, compliance
Decision Making - Taking considered logical actions
Integrity & Responsibility - Doing the right thing
Communication & Influence - Being clear & using the right method
Pace & Planning - Delivering results on time
Equality & Diversity - Respecting difference & inclusivity
 
Role Specific Strengths
·    Decisive
·    Negotiator
·    Networker
·    Organiser
·    Strategic
·    Communicator
 
Training & Qualifications

Essential or Desirable
Educated to Degree Level in a related discipline OR significant and substantial experience in a relevant profession - Essential
Evidence of undertaking training, learning or other activities to maintain professional status or keep abreast of developments, trends and best-practice in the profession and industry - Essential
Holds chartered / registered / certified status in the profession - Desirable

Knowledge & Skills
Excellent interpersonal, communication skills and business acumen - Essential
Knowledge of asset management - Essential
Understanding of fiduciary responsibility - Essential
Knowledge of construction principles - Essential
Knowledge of residential capital markets - Essential
Ability to anticipate risks and provide sound, reasonable advice that stands up to challenge - Essential
Ability to act assertively to support a point of view, negotiate, influence decisions whilst maintaining respect and healthy, positive working relationships - Essential
Ability to compile reports and present information in an accurate, logical format - Essential
Knowledge of the construction and development industry - Essential
Ability to use Microsoft Office Applications - Essential

Experience
Experience of working in the Residential for Rent sectors - Essential
Experience of working within asset/portfolio management - Desirable
Experience of maintaining networks of key contacts and working with multiple internal and external stakeholders - Essential
Experience of working to tight schedules with competing priorities to deliver projects on time and in line with client requirements - Essential
 
This advertiser has chosen not to accept applicants from your region.

Portfolio Manager

London, London Humankind Global Recruitment

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Job Description

Portfolio Manager

London (Hybrid 2 days a week onsite)

Permanent

£100,000 - £118,000 p/a

We are partnered with an innovative IT consultancy based in London but with a global presence who are leading advisors for their clients by creating lasting value. Due to growth within the business they are looking for a highly skilled Portfolio Manager to help change and improve programme delivery.


We’re looking for a Portfolio Manager who can do more than just track projects - someone who drives them. You’ll take ownership of a portfolio of strategic programmes and projects, leading a team of Project and Programme Managers to deliver real business impact.


You’ll be the go-to for senior stakeholders, providing clear visibility of progress, risks, and dependencies and have the confidence to challenge them when needed! This role blends strategic thinking with hands-on leadership, ensuring programmes align with business goals and deliver measurable outcomes.


You’ll collaborate across locations and time zones, working with clients, teams, and vendors to keep everything moving smoothly.


If you’re a natural leader, an exceptional communicator, and thrive in complex, fast-paced environments, this is the role for you.


In order to be a successful Portfolio Manager you will …

  • Have a strong track record in Portfolio management in a consultancy environment including Agile & Waterfall project delivery and relevant professional qualifications
  • Help shape the future of the department with your strategic and creative thinking to align portfolio delivery with business goals and bring change that makes an impact
  • Highly organised and adaptable to change
  • Influence at every level using your exceptional communication and stakeholder management skills with the team, senior leaders and clients to confidently resolve challenges


The client will give you the opportunity to gain great exposure to working with senior execs in the business and manage large strategic change initiatives. They offer a package that includes private medical insurance, pension contribution, professional development budgets and a flexible benefits fund.


If you are interested to find out more please apply for the role with an up to date copy of your CV. If you have any questions that you would like to discuss first, please call Adam on .

This advertiser has chosen not to accept applicants from your region.

Portfolio Manager

London, London Macdonald & Company

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

Job Title
Portfolio Manager

 
Role Purpose and Summary
This newly created role will play a crucial part in managing Group’s on-balance sheet investments comprising principally ca. 2,000 beds under sale and leaseback arrangements alongside minority interests in two Joint Ventures which equate to a further 1,665 PBSA beds.

The role has three distinct focuses:
1) Strategic management: of the Group’s investment interests in order to maximise long term value through exits,
2) Operational focus: day to day management of the portfolio, working collaboratively with key internal and external stakeholders to drive performance.
3) Growth strategies: Working with the Group Investment Director on new growth opportunities.

This role also includes the oversight of the existing landbank, alongside oversight of the “for sale” homes strategy.
 
Core Objectives – Specific Expectations of the Role

Portfolio Management
·    Manages interests in joint ventures on a day to day basis.
·    Actively looking to enhance value across the assets whilst also managing the Group’s risk profile.
·    Overarching responsibility for successful delivery and mobilisation of projects.
·    Working collaboratively with Project Services/Delivery to track progress and deal with operational issues.
·    Work collaboratively with Homes team on “homes” strategy alongside landbank.

 
Reporting
·    Implement and manage reporting on JV positions, liaising closely with Finance.
·    Ensure effective management of Group’s land bank and homes assets.
·    Maintain accurate records and prepare reports in the most appropriate format for various forums, meetings, committees and other groups, in line with reporting cycles.
 
Engagement
·    Engage as required with internal stakeholders alongside external debt and equity partners.
·    Attend industry events where appropriate and act as a spokesperson.
·    Work with the Group Investment Director on new asset management opportunities.
 
 
Generic Business Expectations
o   Finance & Value for Money
o   Security
o   Health & Safety
o   Learning & Development
o   Customer Focus.
 
Generic Leadership Expectations
o   Line Management
o   Leading by Example
o   Inclusive Leadership
o   People Development
 
Person Specification

Job Title - 
Portfolio Manager
 
Key Behaviours
Insight - Seeing the bigger picture
Collaboration - Working together
Improving & Change - Being better at what we do
Managing Quality - Process, procedures, compliance
Decision Making - Taking considered logical actions
Integrity & Responsibility - Doing the right thing
Communication & Influence - Being clear & using the right method
Pace & Planning - Delivering results on time
Equality & Diversity - Respecting difference & inclusivity
 
Role Specific Strengths
·    Decisive
·    Negotiator
·    Networker
·    Organiser
·    Strategic
·    Communicator
 
Training & Qualifications

Essential or Desirable
Educated to Degree Level in a related discipline OR significant and substantial experience in a relevant profession - Essential
Evidence of undertaking training, learning or other activities to maintain professional status or keep abreast of developments, trends and best-practice in the profession and industry - Essential
Holds chartered / registered / certified status in the profession - Desirable

Knowledge & Skills
Excellent interpersonal, communication skills and business acumen - Essential
Knowledge of asset management - Essential
Understanding of fiduciary responsibility - Essential
Knowledge of construction principles - Essential
Knowledge of residential capital markets - Essential
Ability to anticipate risks and provide sound, reasonable advice that stands up to challenge - Essential
Ability to act assertively to support a point of view, negotiate, influence decisions whilst maintaining respect and healthy, positive working relationships - Essential
Ability to compile reports and present information in an accurate, logical format - Essential
Knowledge of the construction and development industry - Essential
Ability to use Microsoft Office Applications - Essential

Experience
Experience of working in the Residential for Rent sectors - Essential
Experience of working within asset/portfolio management - Desirable
Experience of maintaining networks of key contacts and working with multiple internal and external stakeholders - Essential
Experience of working to tight schedules with competing priorities to deliver projects on time and in line with client requirements - Essential

This advertiser has chosen not to accept applicants from your region.

Portfolio Manager

London, London Humankind Global Recruitment

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Portfolio Manager

London (Hybrid 2 days a week onsite)

Permanent

£100,000 - £118,000 p/a

We are partnered with an innovative IT consultancy based in London but with a global presence who are leading advisors for their clients by creating lasting value. Due to growth within the business they are looking for a highly skilled Portfolio Manager to help change and improve programme delivery.


We’re looking for a Portfolio Manager who can do more than just track projects - someone who drives them. You’ll take ownership of a portfolio of strategic programmes and projects, leading a team of Project and Programme Managers to deliver real business impact.


You’ll be the go-to for senior stakeholders, providing clear visibility of progress, risks, and dependencies and have the confidence to challenge them when needed! This role blends strategic thinking with hands-on leadership, ensuring programmes align with business goals and deliver measurable outcomes.


You’ll collaborate across locations and time zones, working with clients, teams, and vendors to keep everything moving smoothly.


If you’re a natural leader, an exceptional communicator, and thrive in complex, fast-paced environments, this is the role for you.


In order to be a successful Portfolio Manager you will …

  • Have a strong track record in Portfolio management in a consultancy environment including Agile & Waterfall project delivery and relevant professional qualifications
  • Help shape the future of the department with your strategic and creative thinking to align portfolio delivery with business goals and bring change that makes an impact
  • Highly organised and adaptable to change
  • Influence at every level using your exceptional communication and stakeholder management skills with the team, senior leaders and clients to confidently resolve challenges


The client will give you the opportunity to gain great exposure to working with senior execs in the business and manage large strategic change initiatives. They offer a package that includes private medical insurance, pension contribution, professional development budgets and a flexible benefits fund.


If you are interested to find out more please apply for the role with an up to date copy of your CV. If you have any questions that you would like to discuss first, please call Adam on .

This advertiser has chosen not to accept applicants from your region.

Programme/Portfolio Manager

London, London Morgan McKinley

Posted today

Job Viewed

Tap Again To Close

Job Description

My client, who are a leading Insurtech, are hiring for a Programme Manager to join their Delivery Enablement team. This role is looking for someone to drive the execution of programmes/projects within a portfolio ensuring alignment with strategic priorities and business outcomes. You will also be required to support the Senior Portfolio Manager with management, delivery oversight and assurance across one or more missions/programmes in a pillar. As well as this, you will also work with various teams to set scope, track progress, and ensure delivery meets business case objectives and KPIs for key programmes in a portfolio.


Key responsibilities:

  • Align programme workstreams with business objectives, ensuring clear vision, adaptability, and delivery of measurable outcomes.
  • Implement effective governance frameworks, ensuring adherence to organisational and regulatory standards. Monitor progress through different stages, addressing risks and issues promptly.
  • Collaborate with executives, business leaders, and external partners to maintain alignment, secure buy-in, and ensure clear communication on programme progress and critical RAIDs.
  • Monitor KPIs, milestones, and business objectives, ensuring transparency.
  • Oversee programme budget, tracking costs versus benefits to maximise return on investment.
  • Optimise resource allocation, ensuring teams are aligned with priorities and capacity planning supports efficient delivery.


My client are looking for someone with prior experience as a Programme Manager in a highly complex digital delivery and agile environment, working in a regulated industry. The ideal candidate will also be familiar with Jira and/or other programme management tools, as well as have strong stakeholder management experience, and a commercial mindset.

This advertiser has chosen not to accept applicants from your region.

Commercial Portfolio Manager

London, London Lightsource bp

Posted today

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Job Description

**We are Lightsource bp** - and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development.
For over a decade we've been actively working to diversify the way our world is powered with sustainable and responsible renewable power. We work to safely deliver affordable, reliable, large-scale onshore renewable and energy storage solutions to help the world decarbonise.
Our growing business is constantly innovating and investing to help drive the energy transition. Our people and projects are focused on supporting long-term sustainable growth and energy security.
Lightsource bp operates with five core values: **Safety, Integrity, Respect, Sustainability,** and **Drive** . We seek to attract and hire individuals who share our commitment to creating a safe workplace, uphold the highest standards of integrity, and demonstrate respect for colleagues, communities, and the environment. Our recruitment process promotes sustainability by valuing long-term growth and responsible practices, while seeking candidates with the drive to innovate and lead in the global energy transition. Together, these values shape how we engage, assess, and welcome talent to join us in delivering transformational solar power solutions worldwide.
Lightsource bp (LSbp) was fully acquired by bp in 2024.
**About Lightsource bp O&M** **:** Join Europe's largest Operations & Maintenance (O&M) fleet and contribute to maintaining our solar plants in optimal operating condition. At Lightsource BP, we're committed to renewable energy and sustainability, and we're looking for a passionate Field Service Engineer to join our dynamic team. For more information on our O&M team, please click the following link: You will do (the role)**
**SUMMARY**
The Commercial Portfolio Manager brings industry expertise and best practices to both our existing clients and new tender processes. Acting as the primary client liaison, this role ensures strong, collaborative relationships between Lightsource BP O&M and our clients, while coordinating internally to optimise the day-to-day and monthly performance of their solar asset portfolios.
Additionally, the manager will nurture existing client partnerships, identify new business growth opportunities, and stay closely attuned to the solar O&M market to anticipate and respond to evolving service demands.
**DUTIES AND RESPONSIBILITIES**
+ Liaise with Asset Services within LSbp on contract administration ensuring a smooth process of documentation on new and completed projects.
+ Serve as the lead point of contact for Clients and Client Representatives (Asset Managers) on key account management matters.
+ Field Client concerns and implement remedial actions, escalating where required.
+ Negotiate commercial agreements, agree quotes for revenue-generating work, and resolve disputes, where required.
+ Plan and prepare materials supporting major Quarterly Client Meetings
+ Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors.
+ Ensure Clients are kept abreast of latest information following major asset downtime events, communicating expected rectification timelines.
+ Account management including ensuring proper evidencing of work in order to ensure maximum recuperation of costs for work completed.
+ Prepare and communicate monthly Asset Performance and other KPIs.
+ Execute improvement initiatives, working with different parts on the O&M business such as Planning & Scheduling, Logistics, or Engineering
+ Analyse Portfolio Asset Performance, Repair Times, and other key metrics to identify trends and form recommended actions.
+ Supporting the bid process on new tenders with specific focus on the contractual obligations.
+ Continually iterate our standard service contract, adapting to market demands and ensuring profitability for the business.
+ Supporting the company's in-house onboarding process for commercial and legal matters for new sites, including collaboration with other teams and working closely with clients to obtain required information.
+ Represent LSbp professionally and effectively at external meetings and industry events across the UK, conveying our business and development acumen in a professional manner.
+ Work with legal departments to firm up the new an existing O&M contracts for clients.
**Who we are looking for**
**EXPERIENCE & KNOWLEDGE**
+ Significant demonstrable work experience in client-facing and/or project management role(s).
+ Track record of producing and presenting accurate financial appraisal and risks analysis for investment in infrastructure or generation assets.
+ Experience in negotiating contracts and working with legal departments.
+ Good Experience using CRM systems & MS office.
+ A technical understanding of the development of on-shore renewable energy systems and experience related to the Operations / Maintenance of these projects.
+ Accomplished at building relationships, negotiating and influencing decisions.
+ Strong contractual and commercial understanding of O&M contracts.
+ Excellent written communication (long-form, email, and PowerPoint) ▪ Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including sr. executives.
+ Fluency in Excel with strong analytical skills
+ Strong negotiation and relationship management skills
**QUALIFICATIONS**
+ Degree qualification in a suitable subject aligned to the role.
**WORK & PERSONAL SKILLS**
+ Excellent communication and negotiation skills required.
+ Highly self-motivated, tenacious and confident.
+ Ability to operate independently in a dynamic and fast-paced environment.
+ Comfort implementing new business strategies, developing KPI's and reporting effectively on performance.
+ Intellectually flexible, honest, transparent, and straightforward
+ Ability to work to targets and tight deadlines, and mindset to always exceed expectations.
+ Willing and able to travel across the U.K. and to LSbp offices when required.
+ Possesses a "customer service mindset"
+ Proactive problem-solver who independently identifies improvement opportunities and seeks to act on them
**Why you'll want to work for us**
Our company is a place where you can be yourself and grow; a place where your ideas and opinions matter.
Be you
We pride ourselves on being an inclusive community, where every individual is valued and treated with respect.
Be responsible
Our culture is driven by our core values. From operating safely to ensuring our solar projects are responsible and promote biodiversity.
Be recognized
Alongside a competitive salary, we offer a variety of benefits including annual bonus, retention bank, health insurance, pension and other local benefits.
Be inspired
Beyond your day-to-day working life at Lightsource bp, there's a variety of initiatives that will contribute to your own personal development. Initiatives to get involved with including our charitable causes, supporting our solar honey project or our sustainability initiatives.
Our Core Values
Lightsource bp truly cares about creating a sustainable future through safe, responsible and meaningful low carbon energy projects. Our core values of Safety, Integrity, Respect, Sustainability and Drive are the guiding principles for everything we do.
This advertiser has chosen not to accept applicants from your region.
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About the latest Portfolio manager Jobs in London !

Programme/Portfolio Manager

London, London Morgan McKinley

Posted today

Job Viewed

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Job Description

Job Description

My client, who are a leading Insurtech, are hiring for a Programme Manager to join their Delivery Enablement team. This role is looking for someone to drive the execution of programmes/projects within a portfolio ensuring alignment with strategic priorities and business outcomes. You will also be required to support the Senior Portfolio Manager with management, delivery oversight and assurance across one or more missions/programmes in a pillar. As well as this, you will also work with various teams to set scope, track progress, and ensure delivery meets business case objectives and KPIs for key programmes in a portfolio.


Key responsibilities:

  • Align programme workstreams with business objectives, ensuring clear vision, adaptability, and delivery of measurable outcomes.
  • Implement effective governance frameworks, ensuring adherence to organisational and regulatory standards. Monitor progress through different stages, addressing risks and issues promptly.
  • Collaborate with executives, business leaders, and external partners to maintain alignment, secure buy-in, and ensure clear communication on programme progress and critical RAIDs.
  • Monitor KPIs, milestones, and business objectives, ensuring transparency.
  • Oversee programme budget, tracking costs versus benefits to maximise return on investment.
  • Optimise resource allocation, ensuring teams are aligned with priorities and capacity planning supports efficient delivery.


My client are looking for someone with prior experience as a Programme Manager in a highly complex digital delivery and agile environment, working in a regulated industry. The ideal candidate will also be familiar with Jira and/or other programme management tools, as well as have strong stakeholder management experience, and a commercial mindset.

This advertiser has chosen not to accept applicants from your region.

Portfolio Manager - London

London, London Caxton Associates

Posted 21 days ago

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Job Description

Permanent

Company Overview:

Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates’ primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines.  Our broad mandate allows us to trade across global markets and instruments, with a strong focus on alpha generation for our clients.

Requirements

The Role:

Caxton Associates is seeking experienced Portfolio Managers across a range of strategies; including but not limited to:

  • Discretionary Macro
  • Emerging Markets Macro
  • Equity Long/Short
  • Event-Driven
  • Fixed Income Relative Value
  • Medium-Frequency Systematic
  • Commodities

In this role, you will be responsible for managing a significant capital allocation, implementing rigorous risk management, and contributing to our collaborative, research-driven environment.  Within our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets.  We seek out professionals who can generate unique insights within their investment universe, contribute to the firm’s broader strategic outlook, and leverage collective knowledge to generate alpha.

Key Responsibilities:

  • Independently manage a significant capital allocation by creating, executing, and monitoring an alpha-driven investment strategy.
  • Construct portfolios designed to generate asymmetric returns with minimal correlation to traditional capital markets by identifying and capitalizing on variant market views.
  • Implement robust risk management, continuously assessing the merits of all positions and investment theses.
  • Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise.
  • Ensure strict compliance with all industry regulations and internal risk controls.

Requirements:

  • Proven track record in portfolio management, demonstrated by strong investment acumen and a Sharpe Ratio greater than 1.5.
  • A minimum of 5 years of experience managing capital preferably within a hedge fund.
  • The capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors.
  • Unwavering commitment to the highest standards of ethics and integrity.
  • Exceptional decision-making abilities, with the capability to perform under pressure and adapt to evolving market conditions.

Application Instructions:

To apply, please submit:

  • Your CV.
  • A detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5).
  • A comprehensive outline of your proposed investment strategy and process.

If you're an experienced portfolio manager passionate about collaboration and financial markets, we'd love to connect with you.

This advertiser has chosen not to accept applicants from your region.

AVP - Credit Portfolio Manager

London, London MUFG

Posted 5 days ago

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Job Description

**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
**Mitsubishi UFJ Financial Group ("MUFG")** is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG is a global network with around 2,300 offices in over 50 countries including the Americas, Europe, the Middle East and Africa, Asia and Oceania, and East Asia. The group has over 150,000 employees, offering services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing.
As one of the top financial groups globally with a vison to be the world's most trusted, we want to attract, nurture and retain the most talented individuals in the market. The size and range of MUFG's global business creates opportunities for our employees to stretch themselves and reap the rewards, whilst our common values, to behave with integrity and responsibility, and to build a culture which is fair, transparent, and honest, underpin everything that we do.
We aim to be the financial partner of choice for our clients, whatever their requirements, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
MUFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: MTU) stock exchanges. The group's operating companies include, but are not limited to, MUFG Bank, Ltd., Mitsubishi UFJ Trust and Banking (Japan's leading trust bank), Mitsubishi UFJ Securities Holdings (one of Japan's largest securities firms), and MUFG Americas Holdings.
Please visit our website for more information - mufgemea.com.
**Credit Portfolio Management (CPM)** is a global function that is responsible for actively managing MUFG Bank's loan portfolio including monitoring the credit quality and efficiency of the loan portfolio, developing and executing hedging and loan sales strategies to protect/optimize the bank's capital using real-market information, market research and traditional fundamental credit analysis. In addition, CPM works closely with the business lines to participate in the analysis and evaluation of new business opportunities and provide exposure management solutions when necessary.
**NUMBER OF DIRECT REPORTS**
None
**MAIN PURPOSE OF THE ROLE**
+ The successful candidate will be part of CPM for EMEA (ECPMO), which actively works with its business partners in the bank and the group to analyse new business opportunities, create and execute risk management solutions using various liquid or illiquid hedging tools such as CDS, Credit Insurance, Securitizations, Loans sales and Risk Participations and perform various analyses of the Bank's loan portfolio.
+ Specifically, the main purpose of this role is to provide advisory services to the Bank's relationship managers and asset originators at the point of transacting. The role sits within ECPMO's Advisory Team, whose primary responsibility is to support the Bank's businesses in making lending and asset origination decisions that make best use of the Bank's balance sheet (liquidity and capital). Additionally, the role will involve managing ad hoc projects where ECPMO can facilitate the execution of new, profitable transactions and to participate in the overall risk management process to improve the risk/return characteristics of the portfolio.
**KEY RESPONSIBILITIES**
To support the Advisory team in working with the Bank's relationship managers and asset originators to:
+ Advise them on the economics of transactions and from an overall client relationship perspective (RoE and relative value analysis). Actively monitor financial markets and economic developments to assist in appropriate benchmark selection as well as participate in market updates with business teams.
+ Support devising exposure management strategies and to advise businesses on the economics of identified alternatives.
+ Support advising optimal hold amounts to align with the bank's risk appetite for retained credit risk.
+ Liaise with the product specialist teams involved (loan sales, credit insurance, CDS).
+ Perform risk-return analysis at the business line or portfolio level to help optimize portfolio constraints.
**SKILLS AND EXPERIENCE**
**WORK EXPERIENCE**
**Essential:**
Must demonstrate command of one of the following three skill sets and be eager to develop skills for the remaining skills::
+ Understanding of corporate lending with specialty focus in either Corporate and or Project Finance lending, incl. corporate credit assessment;
+ Understanding of credit pricing, regulatory capital, statutory and economic return measures in the area of fixed income;
+ Understanding of risk mitigation products such as Credit Default Swaps Credit Insurance, Loan sales, Risk Participations and Securitization, preferably including within a portfolio context.
**Preferred:**
+ Understanding of relationship banking and ancillary banking products such as fixed income, interest rate swaps, FX and cash management.
**SKILLS**
**Functional / Technical Competencies:**
Essential:
+ Strong communication and presentation skills.
+ Strong interpersonal skills in the management of multiple senior stakeholders.
+ Proficient user of MS Office applications, Excel for financial modelling and data analysis along with word and PowerPoint.
Preferred:
+ 'Bloomberg and other market information systems, possibly VBA experience.
**Education / Qualifications:**
**Essential:**
+ Degree educated (Business, Economics, or relevant technical subject) or demonstrating equivalent practical experience.
Preferred:
+ Industry qualification (or working towards) in a credit analysis or risk management related subject (CFA, CQF, etc.)
**PERSONAL REQUIREMENTS**
+ Friendly and collaborative personality which values a well-established team culture.
+ Excellent attention to detail and accuracy.
+ Proactive, self-motivated, results driven, with a strong sense of accountability.
+ The ability to operate in a fast paced environment and prioritise work accordingly.
+ Strong numerical and problem solving skills.
+ A creative and innovative approach to work.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
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