Portfolio Manager

1 week ago

Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

Contract type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Corporate / Consumer Banking

Industry: Banking

Salary: Negotiable

Workplace Type: On-site

Experience Level: Mid Management

Location: Sydney

FULL_TIME

Consultant: Alana Sargant

Job reference: /001

Date posted: 31 May 2024

sydney banking-financial-services/corporate-consumer-banking banking Sydney New South Wales AU 2000 Robert Walters true

An exciting opportunity has arisen for a talented Portfolio Manager to join a dynamic team.

The successful candidate will be responsible for executing and asset managing transactions, including undertaking credit analysis, due diligence, documentation, settlement, and ultimate repayment of transactions. This role offers the chance to work on a mix of first mortgage, second mortgage, preferred equity, equity/joint venture, and distressed debt investments located across Australia. The role also provides an opportunity to supervise, coach and mentor analyst staff.

What you'll do:

As a Portfolio Manager, you will play a pivotal role in executing and managing asset transactions. You will be involved in every step of the transaction process from origination to settlement. Your analytical skills will be put to use as you review and analyse property investment transactions across various assets. Your interpersonal skills will shine as you engage with clients and stakeholders to understand their funding requirements. You will also have the opportunity to manage the due diligence process, ensuring all risks are identified and mitigated. This role is not just about managing transactions; it's about building relationships with key external groups such as major banks, lawyers, property consultants.

Assist with the origination process and coordinate necessary skills and resources to complete transactions in a timely manner
Review and analyse property investment transactions and development proposals across various assets
Oversee the development of financial models that assess the financial feasibility of property debt and equity transactions
Engage with clients and other relevant stakeholders to understand funding requirements and evaluate proposal feasibility & capital structure
Maintain strong relationships with key external groups such as major banks, lawyers, property consultants
Manage the Due Diligence process of identifying and mitigating key risks in transactions
Coordinate the preparation of credit and investment papers, Indicative Terms Sheets (ITS) and Credit Approved Term Sheets (CATS)
Manage the deal execution process, including reviewing draft and final loan documents, inter-creditor arrangements, joint venture agreements etc.
Coordinate the loan settlement process including coordinating all relevant parties to attend to completion of purchase/discharge settlements
Manage the ongoing deal management process, including monitoring feasibilities and quantity surveyor reports, construction programs, compliance with covenants and conditions

What you bring:

The ideal candidate for the Portfolio Manager role will bring a wealth of experience in portfolio management or similar roles. Your strong analytical skills will be crucial in reviewing and analysing property investment transactions. Your excellent interpersonal skills will enable you to engage effectively with clients and stakeholders. Your experience in managing due diligence processes will ensure all risks are identified and mitigated. Your ability to coordinate loan settlement processes will be essential in ensuring smooth transaction completion. Lastly, your strong relationship building skills will help maintain relationships with key external groups.

Proven experience in portfolio management or similar roles
Strong analytical skills with the ability to review and analyse property investment transactions
Excellent interpersonal skills with the ability to engage with clients and stakeholders
Experience in managing due diligence processes
Ability to coordinate loan settlement processes
Experience in managing ongoing deal management processes
Strong relationship building skills with the ability to maintain relationships with key external groups
Experience in supervising, coaching and mentoring staff

What sets this company apart:

Our client is a leading player in the Private Credit space, known for its inclusive culture and commitment to employee development. They offer a dynamic work environment where innovation and collaboration are encouraged. Their employees enjoy flexible working arrangements, comprehensive training programs, and numerous opportunities for career advancement.

What's next:

If you're ready to take your career to the next level, don't hesitate

Apply today by clicking on the link

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Alana Sargant on for a confidential discussion.

Corporate and Institutional Relationship Manager

Salary: AUD100,000 - AUD120,000 per annum

Location: Sydney

Date posted: 31 May 2024

An exciting opportunity has arisen for an Operations Manager to join a dynamic and growing international bank. The successful candidate will play a pivotal role in overseeing and managing the day-to-day operations of the bank, bringing expertise in corporate lending to influence all policies and procedures. This role offers an exceptional platform to leverage your expertise in optimising processes, implementing policies and procedures, and coordinating activities across different departments to achieve organisational objectives.

Our client is seeking a Senior Investment Operations Analyst to join their dynamic team. This role is a key conduit between Investment Operations, investment teams and various project stakeholders within the Asset Management business. The successful candidate will not only play a vital role in daily operations but also support various change initiatives including client transitions, portfolio on-boarding/off-boarding and custody migration work impacting Investment Operations.

The risk and compliance manager will be reporting into the Senior Risk and Compliance Manager and the General Council. This is a great opportunity to work directly with senior stakeholders in the business.

An exciting opportunity has arisen for a Client Service Manager to join a leading investment solutions company. This role is perfect for someone who thrives in a dynamic environment and is passionate about providing exceptional service to both advisers and end clients. The successful candidate will be responsible for managing and implementing all aspects associated with the running of an efficient client servicing and administration platform.

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.

#J-18808-Ljbffr

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