Executive Portfolio Management Lead — Leeds Hybrid

National Wealth Fund Limited; Leeds; Hybrid; GBP 90,000 - GBP 120,000; Full time

Job summary

A leading investment fund in the UK is seeking an experienced Assistant Director for Portfolio Management. This hybrid role focuses on managing and enhancing a diverse portfolio of loans and equity assets. Responsibilities include monitoring projects, building financial models, and engaging with stakeholders to mitigate risks. The ideal candidate will have strong portfolio management skills and experience in early-stage companies. Salary ranges from £90,000 to £120,000, with applications encouraged before February 24, 2026.

Benefits

Competitive benefits

Learning opportunities

Diverse workplace

Qualifications

• Established portfolio management experience, ideally with early-stage companies.
• Strong financial analysis and valuation skills in complex equity and debt scenarios.
• Demonstrable expertise in client and external counter-party interactions.

Responsibilities

• Monitor projects, engage with sponsors and fund managers.
• Build financial models and perform sensitivity analysis.
• Attend site visits to inspect project progress and manage financial projections.

Skills

Portfolio management skills

Financial modelling

Negotiation skills

Counter-party management skills

Job description

A leading investment fund in the UK is seeking an experienced Assistant Director for Portfolio Management. This hybrid role focuses on managing and enhancing a diverse portfolio of loans and equity assets. Responsibilities include monitoring projects, building financial models, and engaging with stakeholders to mitigate risks. The ideal candidate will have strong portfolio management skills and experience in early-stage companies. Salary ranges from £90,000 to £120,000, with applications encouraged before February 24, 2026.