SKILLS, KNOWLEDGE AND EXPERIENCE Skills and Knowledge Essential • Strong written and verbal communication and pres - entation skills • Ability to read, understand and analyse legal docu- ments for Fund investing • Ability to distil a wide range of often conflicting in - formation in a concise and cohesive manner to clear conclusions • Problem solving and decision-making capability us- ing imperfect information • High levels of integrity and trustworthiness • Effective IT skills required for the job role Desirable • Collaborate with others to generate investment ide- as, refine processes, and share constructive feed - back • Ability to present investment ideas for internal peer review and challenge • Other corporate knowledge – health and safety, ICT systems, information management and data protec - tion. Experience Essential • Relevant experience in investment research, due dil - igence 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, particu - larly value investment concepts • Open-minded approach to investment strategy • Inquisitive mindset, willing to challenge convention - al views Qualifications • Educated to degree level as a minimum and have a suitable real estate, financial, business or invest - ment management qualification, are currently working towards this, or intend to do so. (RICS/IMC/ CFA/MBA)
THE ROLE ASSISTANT PORTFOLIO MANAGER - REAL ESTATE Purpose of the role:
Supporting the Head of Real Estate Investment Management with investing and manag - ing the UK Real Estate funds including transition of exiting holdings into the Main Fund. Key Accountabilities: • Supporting Portfolio Managers to set, and thereafter review, the necessary invest - ment parameters to meet the investment objectives of real estate sub-funds, utilising any external advisers.
• Support review of 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 Team 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, consult - ants, 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 Man - ager.
Made with FlippingBook Digital Proposal Creator