Senior Portfolio Manager at Alan & Grant

Job Summary

• The Senior Portfolio Manager SPM at the Real Estate Investment Fund will be responsible for overseeing and managing the investment strategy of the REIT, which focuses on mortgages, construction finance, and off-take guarantees.
• The SPM will work closely with the Fund Manager and the Board of Directors to develop and implement strategies that maximize returns while managing risks effectively.
• The ideal candidate will have extensive experience in real estate finance, investment management, and a proven ability to lead high-performing investment teams in a complex and dynamic environment.

Key Responsibilities 

 Fund Raising:

• Participates in fund raising initiatives including information creation, presentations, and investor engagement. Actively participates in the marketing of funds during capital raising.

 Investment Strategy Development:

• Develop and refine the REIT’s investment strategy in alignment with its overall business objectives, focusing on mortgage investments, construction finance, and off-take guarantees.
• Identify and assess potential investment opportunities that align with the REIT’s risk/return profile and strategic goals.
• Ensure that the investment strategy is flexible and responsive to market changes, economic conditions, and emerging opportunities.

Portfolio Management:

• Oversee the management of the REIT’s investment portfolio, ensuring it is diversified, balanced, and aligned with the REIT’s risk appetite.
• Monitor and evaluate the performance of individual investments and the overall portfolio, making adjustments as necessary to optimize returns.
• Conduct regular portfolio reviews and provide recommendations to the Fund Manager. 

 Investment Analysis and Due Diligence:

• Lead the investment analysis process, including financial modelling, market research, and risk assessment for potential investments.
• Conduct thorough due diligence on all investment opportunities, ensuring that they meet the REIT’s investment criteria and risk management standards.
• Present detailed investment proposals and recommendations to the Investment Committee and Board of Directors.

Risk Management:

• Develop and implement robust risk management frameworks and processes to identify, assess, and mitigate risks associated with mortgage investments, construction finance, and off-take guarantees.
• Continuously monitor risk factors affecting the portfolio and take proactive measures to mitigate potential negative impacts.
• Ensure compliance with internal risk policies and regulatory requirements.

 Market Research and Analysis:

• Stay informed about market trends, economic indicators, and industry developments that could impact the REIT’s investment strategy.
• Utilize market research and data analysis to identify emerging opportunities and threats in the mortgage, construction finance, and off-take guarantee sectors.
• Provide insights and recommendations based on market research to inform strategic decision-making.

Stakeholder Engagement:

• Build and maintain strong relationships with key stakeholders, including investors, financial institutions, developers, and government agencies.
• Represent the REIT at industry conferences, investor meetings, and other public forums to promote the REIT’s investment strategy and performance.
• Communicate the REIT’s investment strategy, portfolio performance, and risk management approach to the Board of Directors, investors, and other stakeholders.

Team Leadership and Development:

• Lead and mentor the investment team, fostering a culture of excellence, collaboration, and continuous learning.
• Oversee the recruitment, development, and retention of top talent within the investment team.
• Ensure that the investment team has the necessary resources, tools, and support to execute the REIT’s investment strategy effectively.

Compliance and Reporting:

• Ensure that all investment activities comply with relevant regulations, internal policies, and industry best practices.
• Oversee the preparation of regular investment reports, providing detailed analysis and insights into portfolio performance and risk management.
• Work closely with the compliance team to ensure adherence to regulatory requirements and mitigate compliance risks.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, Real Estate, or a related field
• MBA or equivalent advanced degree preferred
• CFA or similar investment-related certification is highly desirable.
• Minimum of 10-15 years of experience in real estate finance, investment management, or a related field, with a strong focus on mortgages, construction finance, and off-take guarantees.
• Proven track record of managing large and complex investment portfolios, with demonstrated success in achieving strong risk-adjusted returns.
• Extensive experience in conducting investment analysis, due diligence, and risk management in the real estate sector.
• Deep understanding of real estate finance, including mortgages, construction finance, and off-take guarantees.
• Strong financial modelling and analytical skills, with the ability to interpret complex data and make informed investment decisions.
• Excellent leadership and team management skills, with a track record of building and leading high-performing investment teams.
• Strong communication and interpersonal skills, with the ability to engage effectively with stakeholders at all levels.
• High level of integrity and professionalism, with a commitment to ethical investment practices.
• Strategic Thinking: Ability to develop and execute a long-term investment strategy that aligns with the REIT’s overall objectives.
• Analytical Skills: Strong analytical and problem-solving skills, with the ability to assess complex investment opportunities and risks.
• Leadership: Proven ability to lead and inspire a team, fostering a culture of excellence and collaboration.
• Communication: Strong communication skills, with the ability to articulate investment strategies and decisions to a wide range of stakeholders.
• Risk Management: Deep understanding of risk management principles, with the ability to identify, assess, and mitigate investment risks.