Portfolio Manager

1 month ago


London, UK, United Kingdom Logan Sinclair Full time

Responsibilities:

  • Responsible for driving investment underwriting and monitoring in private equity, real estate, and agricultural assets
  • Maintaining manager relationships in private equity, real estate, and agricultural assets
  • Custody for direct and co-investments in private equity, real estate, and agricultural assets
  • Manage, drive, and lead the selection of new investments and monitor existing investments according to the company’s policies
  • Drive the production of quantitative analysis and qualitative due diligence for both new and existing investments
  • Produce cash flow forecast models to stress test the chain of commitments
  • Oversight of quarterly performance reports and annual presentations to the underlying clients/beneficiaries as well as ad hoc reporting.
  • Support asset allocation discussions and wider investment themes discussions
  • Responsible for managing a small team and supporting their development. Also assisting with administrative duties such as payment processing, valuations and subscriptions and AML.

Requirements:

  • Experience with manager research for private equity/private markets and identifying and monitoring third party private equity/private markets managers
  • Experience underwriting private equity/private markets funds for investment
  • Experience managing a portfolio of private equity/ private markets funds
  • Experience in financial modelling


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