Director, Portfolio Management

JOB DESCRIPTION

Job Purpose

The key objective of this role will be to contribute to the delivery of maximizing risk-adjusted investment returns for the Keppel Education Asset Funds including parallel funds and co-investment vehicles (KEAF" or the Funds").

The successful candidate will possess superior analytical skills, commercial acumen and a high level of strategic thinking capacity. In addition, he or she is expected to have strong analytical and written (as well as verbal) presentation skills. The candidate will also work closely with other members in the KEAF team and the wider Keppel Fund Management & Investment team.

Key Responsibilities

Portfolio Management

• Oversee portfolio financial modelling and analysis work required for regular fund reporting purposes and special situation analyses such as building financial models in support of new private fund launch, REIT, etc
• Work with the asset management team to develop and execute portfolio strategy, business plan, and budget under the Funds' mandate; actively monitor the Funds' liquidity, control fund expenses, and maximize investor distributions and returns.
• Involve in 3rd party private capital or fund-raising including preparation of marketing materials, addressing investor due diligence questions, negotiations, and supporting the fund documentation process.
• Maintain and develop good relationships with existing and potential investors.
• Maintain centralized oversight of Funds' performance including financial model for the Funds, investment performance monitoring and analysis, carry interest calculations, investors' reporting, governance and returns bench marking, etc.
• Maintain oversight on all compliance matters related to the Funds for both internal and external requirements.
• Participate in investment and asset management process including evaluation of the potential acquisitions and divestment opportunities by giving the portfolio perspectives.
• Work with the asset management and investment team to implement ESG initiatives, monitor the progress of ESG initiatives together with the asset management team and oversee ESG implementation for the Funds. Oversee the submission of GRESB and explore ways to improve scores.
• Be able to contribute to KEAF's investment and asset management strategy through understanding all the fund documentations well, have a good understanding of the education market by reading on research and market intelligence, keeping current on competitive and regulatory landscape and best practices.
• Responsible for the new and on-going monthly / quarterly information disclosure to investor and ensure timely delivery of the same.
• Responsible for all communication with investors including organizing meetings, calls and building good relationships with the investors. Work with client management team to organize annual investors' meeting etc.

Asset Management

• Develop and recommend strategies to maximize performance and enhance assets under management
• Oversee the preparation of budgets, periodic forecasts and asset plan
• Review the actual performance of portfolio assets against budget and strategies. Implement initiatives and solutions to improve asset performance with objective to outperform underwriting
• Oversee the progress of development and asset enhancement initiatives, ensuring adherence to budgetary constraints and AEI timelines. Implement catch up program if necessary.
• Prepare quarterly reports and related information for investors' reporting
• Collate data for sustainability reporting, safety performance and other green initiatives
• Do hold sell analysis and oversee the divestment of assets with team. Work with investment team (if necessary) on the divestment
• Support portfolio management team in information related to assets under management

JOB REQUIREMENTS

• Masters / Degree in Real Estate / Finance / Business Administration from leading university
• Minimum 10 years of relevant experience with real estate funds in investment or asset management role with board knowledge and extensive networks in the real estate investment sectors for the Asia Pacific region.
• Possess sharp analytical, research, problem solving skills and communication skills.
• Demonstrate ability to lead and negotiate transactions. Proven track record in dealing with international institutional investors will be viewed favorably.
• A self-motivated team player who is meticulous, detailed oriented, organized and able to learn quickly, independently with strong analytical skills;
• Proficient with financial modelling, market and industry research in infrastructure, real estate or other private equity assets;
• A strong communicator with excellent stakeholder management skill and ability to interact well with different functions and levels.
• Ability to multi-task and work in fast pace dynamic environment

BUSINESS SEGMENT

Real Estate

PLATFORM

Fund Management

ASSET_MANAGEMENT