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 contact Alana Sargant on 02 8289 3195 or alana.sargant@robertwalters.com.au for a confidential discussion.
