Director Portfolio Management

Company:

Our client is a Private Equity Manager investing across utility scale power generation in wind, solar, and gas-fired projects, distributed power generation, energy transition, and critical transportation and storage infrastructure assets.

From 2003 through 2014, this team deployed and realized investments in more than 20 energy infrastructure related transactions on behalf of its investing partners — Bear Stearns and J.P. Morgan. Beginning in 2015, our client launched its first independent private equity fund, Fund II, followed by Fund III in 2019. Our client has sponsored nearly $2 billion of equity capital investments since inception.

Our client targets opportunities with potential for growth in operating margin through the implementation of the areas of expertise it maintains in house, without the use of operating partners. They rely heavily on its ability to self-source investments using a proprietary network of relationships developed over the past 30 years of extensive presence in North and South America.

Position Overview: Our client is seeking a candidate to help assist in a potential sale within their portfolio and oversee the sell side process of this exit. This candidate will be working closely with the Private Equity Manager on running the portfolio’s finance model and capex until the time of the potential sale where this candidate will be answering Q&A’s of potential bidders, making sure the portfolio company is easily transferable to a VDR, and managing the entire process at the company level.

Once this sale is completed, the candidate will be working across all other portfolio companies for the Private Equity Manager in a portfolio management function.

Key Responsibilities:

Strategic Leadership:

• Develop and implement portfolio management strategies aligned with the company’s objectives and client needs.
• Formulate investment policies, guidelines, and procedures to ensure optimal portfolio performance and compliance with regulatory requirements.

Portfolio Oversight:

• Manage a diverse portfolio of investments, including asset allocation, risk management, and performance monitoring.
• Analyze market trends, economic indicators, and investment opportunities to make informed decisions and recommendations.

Team Management:

• Lead and mentor a team of portfolio managers and analysts, fostering a collaborative and high-performance work environment.
• Conduct performance evaluations, provide professional development opportunities, and ensure team alignment with organizational goals.

Client Relations:

• Build and maintain strong relationships with key clients, understanding their investment objectives and tailoring strategies to meet their needs.
• Prepare and present detailed reports and updates on portfolio performance and strategy to clients and senior management.

Risk Management:

• Identify, assess, and mitigate risks associated with portfolio investments, ensuring adherence to risk management protocols and guidelines.
• Implement and monitor risk assessment models and strategies to safeguard the company’s and clients’ assets.

Performance Analysis:

• Monitor and analyze portfolio performance, using metrics and benchmarks to evaluate investment success and make necessary adjustments.
• Prepare detailed performance reports and communicate insights and recommendations to stakeholders.

Market Research:

• Stay abreast of market trends, economic developments, and investment opportunities to inform decision-making and strategy adjustments.
• Conduct in-depth research and analysis to support investment decisions and strategic initiatives.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced degree (e.g., MBA, Master’s in Finance) preferred.
• Minimum of 4 years of experience in portfolio management, corporate development, private equity, or investment banking
• Minimum of 3 years of experience working across the power, utilities, or energy sectors
• Excellent analytical and quantitative skills, with a deep understanding of financial markets, investment products, and risk management.
• Exceptional communication and interpersonal skills, with the ability to build and maintain relationships with clients and stakeholders.
• Proficiency in portfolio management software and financial modeling tools