Portfolio Manager

Columbia Threadneedle Investments
London, United Kingdom
02 Jun 2022
01 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Columbia Threadneedle Investments

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies and we have the capability to build tailored solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented and dedicated people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive work environment that supports the diversity of our employees and reflects our broader communities and client-base. We encourage applications from returners to the industry.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Job Purpose Statement

Where you'll fit in & what our team goals are....

In this role you will be responsible for the day to day management of the UK Housing Fund. This BMO/CTI's first impact real estate product and marks the platforms evolvement into a real assets solution focused business. The Fund has been designed to design, build and operate housing across the UK for low to middle income households. The Fund has a market leading ESG Impact framework fully incorporated into the investment management process. The role requires someone willing and able to evolve the housing delivery model and therefore able to lead engagement with stakeholders through the capital raising, strategy execution and operation process. The Fund is open to UK and International institutional investors.

Role Responsibilities

How you'll spend your time....

• Responsible, alongside the Fund Director, for the day to day running of the UK Housing Fund.
• The role will include responsibility for the management of a UK residential property fund including evaluating investment opportunities, managing transactions, supporting developments and operational assets.
• Working with the Fund Director to set the Fund direction including investment strategy, partner alignment and culture.
• Working with the Fund Director and Head of Sustainability, be responsible for setting, policing and implementing the ESG Impact Policy of the Fund
• Working with the Head of Residential Delivery to source for the Fund to align developments to the product and manage their transition to operation
• Working with the Fund Accountant to manage the external and internal reporting cycle, cash management throughout the structure and external service providers (fund controller, legal, tax, AIFM, LUX & UK administrators)
• Working with the Fund Director to manage the Fund structuring, leverage (where appropriate) and reporting
• Engagement with stakeholders, potential partners and policy makers e.g. Local Authorities, Industry bodies (investment, housing, local government)
• Support capital raising, investor relations, marketing, promotion and editorial
• Authorisation of expenditure on behalf of the Fund.
• Authorisation of budgeted BMO REP expenditure to [£5,000.]
• Subject to delegated authority, to approve legal documents, operational agreements, construction contracts, leases, rent reviews on behalf of Client Funds.
• Any other duties that are deemed necessary that may occur from time to time.

Key Capabilities

To be successful in this role you will have....

Clear and concise communicator with colleagues at all levels
Self-starter, deadline driven and can work on own initiative

Desired Capabilities

If you also had this, it would be great....

• Strong interest in housing and socially responsible real estate
• Prior experience in residential development and operation
• Experience in project managing change related projects
• Confident public speaker

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