Strutt & Parker - Portfolio Manager (Inverness)

at  BNP Paribas

KEY DELIVERABLES

• Integral member of the central management team for a large institutional client providing portfolio management, including reporting to the client monthly on task and action progress.
• Business administration for client owned farm and estate businesses, to include drafting and issuing statutory documents for signature, managing supplier invoices and accounts, recording tenancy data in online database and managing contractor compliance administration
• Manage shared mail and email boxes and compose written replies on behalf of the team. Take follow-up action where appropriate, redirecting if necessary and drafting responses where requested
• Receive telephone calls on behalf of the team, respond to enquiries where possible or refer the enquiry if appropriate
• Business administration for the team as required to include, producing professional services invoices, helping with recovery of overdue invoices, overseeing minor facilities management works and responding to internal health and safety updates
• Draft, format and issue documents including professional reports, valuations and pitches ensuring a high standard of accuracy and presentation is maintained
• Organise and service meetings including providing agendas, producing minutes and ensuring effective follow up action. Make bookings for venues, refreshments and equipment where necessary arrange travel.
• Diary management for the team
• Maintain and update electronic filing system and data inputting to software systems
• Support with client onboarding processes to help the team to meet regulatory requirements, acting as a “Know Your Client”/Anti-Money Laundering Administrator as required
• Assist with the management of letting enquiries and uploading of letting particulars to the sales and lettings portal

We are looking to employ a Portfolio Manager within our rural land management team based in Inverness.
Rural land management is an exciting sector, currently seeing significant change, with the wide interest in Scotland’s landscapes and rural properties and the opportunities they provide to tackle some of the challenges society currently faces, including rural housing, climate change and the biodiversity crisis.
Property portfolio management in a rural context involves following new and established processed to ensure a high standard reactive maintenance, compliance, and lease management for a range of rural commercial, agricultural and residential properties, to support the land agents and specialist consultants in the team.
The team is small and works alongside the Inverness residential agency team and with the other rural land management teams across Scotland. The role has arisen largely due to the career progression of other members of the team and new business instructions. In the role you would be client facing and working closely with the Senior Portfolio Manager and Portfolio Administrator.
The ideal candidate should be enthusiastic, professional and well organised and should possess excellent communication and interpersonal skills. The ability to join with a can do attitude, contributing positively, solving problems and establishing systems. Familiar with Microsoft software and able to quickly learn and understand new software packages will be key.
The aspiration is to grow the team and develop further specialist skill sets. The role is office based. With team members working remotely and out on site the role provides the consistency, and office presence to ensure that the portfolio management functions are working effectively and efficiently.