Manager - Portfolio Management (Debt/Equity)

1 week ago

Leeds, United Kingdom Page Personnel Full time

Join the National Wealth Fund as a Manager within Portfolio ManagementFull time and permanent position - LEEDS based x 3 daysAbout Our ClientThe 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 DescriptionMonitor 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 the AD/Director. 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 ApplicantA successful Manager - Portfolio Management (Debt/Equity) should have:Experience of working in portfolio managementTransaction 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 activitiesA strong and demonstrable understanding of financial investment productsDemonstrable 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 OfferA collaborative environmentBase salary between £60,000 p/a - £80,000 p/aA 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 coverThe 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.

  • Manager - Portfolio Management (Debt/Equity)

    1 week ago

    Leeds, United Kingdom Michael Page Full time

    This role requires a Manager - Portfolio Management (Debt/Equity) to oversee and optimise a diverse financial portfolio in the public sector. Based in Leeds, the position is ideal for professionals with expertise in banking and financial services looking to make a meaningful impact.The National Wealth Fund are focused on driving economic growth and achieving...

  • Assistant Director

    1 week ago

    Leeds, United Kingdom Page Personnel Full time

    Join the National Wealth Fund , a unique chance to drive meaningful changeFull time and permanent position - LEEDS based x 3 daysAbout Our ClientThe 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...

  • Assistant Director

    5 days ago

    Leeds, United Kingdom National Wealth Fund Full time

    Shape the Future with the National Wealth Fund At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom. Providing £27.8bn of capital and an expanded mandate, we are ready to help the market invest with...

  • Credit Manager

    2 days ago

    Leeds, United Kingdom Portfolio Credit Control Full time

    Portfolio Credit Control have been instructed to recruit for a Senior Credit Manager position within an fast-growth organisation. The role would suit an individual who has experience managing a team and used to working within a high-pressured fast pacedenvironment. The business has won countless awards in their sector and offers excellent benefits for all...

  • Relationship Manager

    2 days ago

    Leeds, United Kingdom StepChange Debt Charity Full time

    We have a fantastic opportunity for a Relationship Manager to join our team. In this role you will be responsible for supporting the Charity's relationship strategy with external organisations, primarily in the Financial Services sector. To succeed in thisrole, you should be an excellent communicator, a strategic thinker with an analytical mind and strong...

  • Debt Management

    3 days ago

    Leeds, United Kingdom Lowell Group Full time

    Summary We’re on the look out for a strong administrator to join our Debt Management and Insolvency team, to ensure that all dealings with 3rd parties on behalf of customers are handled appropriately and professionally within service level agreements. You will be responding to enquiries and requests for information, through various channels, from Debt...

  • Portfolio Underwriting Manager

    7 days ago

    Leeds, United Kingdom Stride Resource Management Ltd Full time

    Portfolio Underwriting Manager Specialty Lines - Hybrid - Leeds, Liverpool, Gloucester, London, Midlands Are you a technically strong underwriter with a passion for Specialty Lines and the drive to influence portfolio strategy? We're looking for a Portfolio Underwriting Manager to join a progressive MGA that's redefining how specialty business is...

  • Assistant Portfolio Manager

    2 weeks ago

    Leeds, United Kingdom eFinancial Careers Full time

    **About the Role** Joining us as Assistant Portfolio Manager, you will assist with the launch and management of all externally managed funds including but not limited to; UK, Global and Emerging Market Equity funds and Fixed Income funds. You will assist in the selection, combination and monitoring of mandates awarded to external managers in a consistent...

  • Senior Debt Collector

    2 weeks ago

    Leeds, United Kingdom SaccoMann Full time

    Sacco Mann are recruiting for a senior debt collection specialist to join a niche law firm at their office in central Leeds. The role would suit a debt collection specialist, with upwards of 4 years' experience in pre-legal debt collection. **Responsibilities**: - Working with a purely commercial client base overseeing a portfolio of mixed value commercial...

  • Compliance Portfolio Partner

    2 weeks ago

    Leeds, United Kingdom Lowell Group Full time

    **Summary** You may not know us, but our reputation is growing. We believe that becoming debt free should be simple and affordable for everyone. Every year, we help thousands of people take control of their debts and we understand that every person’s situation is different. We buy debts from lots of different companies in all kinds of sectors. Our...