Portfolio Manager, Wealth & Capital Markets

About This Role

This portfolio manager role in wealth and capital markets focuses on financial analysis, investor reporting, and operator management for student accommodation funds. The role also involves improving reporting and analysis for various funds, including the Healthcare Property Trust. It suits an experienced professional who can identify investment opportunities and contribute to decisions that enhance fund returns while managing risk and compliance.

Responsibilities

• Optimise Fund earnings and returns consistent with board approvals and investor expectations through effective management of investor relationships, debt and equity
• Regularly report on the Fund's performance and, where relevant, seek approvals
• Work with peers to develop, implement and, at least annually, review the Fund strategy and individual asset strategies to maximise returns
• Review and facilitate approvals required under delegated authority
• Act in the best interests of investors, and actively communicate with key stakeholders including investors, service providers, staff, and the Board
• Own and maintain financial models, forecasts and scenario analysis for the student accommodation funds
• Lead all investor reporting for the student accommodation funds, ensuring reporting is accurate, timely, consistent and aligned with investor and governance requirements
• Manage the student accommodation operator relationship, including regular performance oversight, issue resolution, reporting inputs and alignment with fund objectives
• Improve the quality, consistency and usefulness of reporting and analysis for the Healthcare Property Trust
• Assist with Fund and property budgets, individual asset Net Operating Income (NOI) and capex budgets, and recommendations for approval
• Assist the EGM - Funds Management to implement the Fund investment strategies, in consultation with peers
• Monitor and recommend changes to portfolio composition in line with the Fund strategies to optimise Fund returns
• Manage or support the annual valuation process, including coordination with approved valuers, review of valuation assumptions and facilitation of governance approvals and reporting
• Maximise portfolio returns through influencing occupancy, WALE, tenancy mix, covenants, leasing outcomes, joint venture relationships and capital value initiatives
• Optimise debt and equity settings to enhance the Fund's risk/return profile in prevailing market conditions
• Support debt refinancing activities, including facility structuring, information memoranda, term sheets, financier engagement and implementation of new or amended facilities
• Manage or support compliance with debt covenants, including regular monitoring and reporting of financial and non-financial covenant requirements