Financial Portfolio Manager

3 weeks ago


London, Greater London, United Kingdom Cobalt Consulting (UK) Ltd Full time

The role of a Financial Portfolio Manager at Cobalt Consulting (UK) Ltd involves overseeing the financial management of a portfolio of commercial properties. This includes managing property accounting, service charge accounting, and providing regular and ad-hoc analyses using Excel.

Key Responsibilities
  • Manage period-end reporting, liaising with clients, landlords, and tenants.
  • Draft and complete year-end service charge accounts, including managing prepayments and accruals.
  • Conduct tenant account reconciliations and prepare lease completion statements.
  • Issue tenant demands for rents, service charges, and additional charges as needed.
  • Work closely with surveying colleagues and on-site staff to enhance service delivery.
  • Coordinate with Credit Control and Accounts Payable teams.
  • Perform regular bank reconciliations to ensure accurate financial records.

The estimated salary for this position is around £50,000 - £60,000 per annum, depending on experience.



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