THE ROLE ROLE: Assistant Portfolio Manager - Real Estate REPORTS TO: Head of Real Estate FUNCTION: Investments TEAM: Real Estate Investment Management SMCR: Conduct Purpose of the role:
SKILLS, KNOWLEDGE AND EXPERIENCE Skills and Knowledge Essential • Strong written and verbal communication and presentation skills • Ability to read, understand and analyse legal documents for Fund investing • Ability to distil a wide range of often conflicting information in a concise and cohesive manner to clear conclusions • Problem solving and decision-making capability using imperfect information • High levels of integrity and trustworthiness • Effective IT skills required for the job role Desirable • Collaborate with others to generate investment ideas, refine processes, and share constructive feedback • Ability to present investment ideas for internal peer review and challenge • Other corporate knowledge – health and safety, ICT systems, information management and data protection. Experience Essential • Relevant experience in investment research, due diligence and performance analysis • Keen interest in, and understanding of, investment markets, long-term investment and commitment to responsible investment and sustainability Desirable • Interest in different investment strategies, particularly value investment concepts • Open-minded approach to investment strategy • Inquisitive mindset, willing to challenge conventional views Qualifications • Educated to degree level as a minimum and have a suitable real estate, financial, business or investment management qualification, are currently working towards this, or intend to do so. (RICS/IMC/CFA/MBA)
Assisting and supporting the Portfolio Managers with analysis and management of real estate sub-funds portfolios in accordance with the Border to Coast investment Policy, investment process, procedure and relevant legal or regulatory documentation. Key Accountabilities: • Supporting Portfolio Managers to set, and thereafter review, the necessary investment parameters to meet the investment objectives of real estate sub-funds, utilising any external advisers. • Support review and due diligence on the investment pipeline for suitable investment opportunities. • Supporting the Portfolio Manager in making investments; working with Legal advisors (internal and external) and external advisers to ensure appropriate and robust pre-trade due diligence and compliance clearance. • Preparation of detailed research to support investment decision making as directed. • Supporting the Real Estate Research Manager in developing research based on market experience. Passing on and commenting on external research received. • Ongoing review of the performance, attribution, exposure and risk metrics of the sub-fund / portfolio. • Working with the Operations team to produce appropriate client reporting, covering returns, risk and ESG factors. • Maintaining appropriate cashflow models to analyse potential and manage existing investments into the funds and distributions. • Prepare required presentation material for regular and ad hoc stakeholder meetings. • Develop relationships with third party service providers including advisers, consultants, and research provider. • Active participation in investment team meetings. • Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Business Assurance Manager.
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