Portfolio and Investment Strategy Manager
Level: Manager / Senior Consultant
Minimum Experience: 6+ years in investment strategy, portfolio planning, corporate strategy, infrastructure/real estate advisory, or related fields
1. Role Purpose
The Portfolio and Investment Strategy Manager will lead the development of portfolio and investment-related analyses and recommendations across TP’s projects. The role supports clients in assessing opportunities, structuring strategic options, prioritising assets or initiatives, and building implementation-oriented investment strategies.
The position requires strong analytical ability, strategic thinking, and commercial awareness, with the ability to connect portfolio-level priorities with project-level opportunities and constraints.
2. Key Responsibilities
- Portfolio and Investment Analysis
- Lead analyses related to asset portfolios, investment priorities, sequencing, and strategic options.
- Assess opportunities from commercial, strategic, market, and implementation perspectives.
- Support the development of investment theses, portfolio rationalisation strategies, and prioritisation frameworks.
- Contribute to strategic positioning of assets, projects, or partnerships.
- Strategy Development
- Develop structured approaches for evaluating investment pathways, portfolio trade-offs, and opportunity pipelines.
- Integrate market, policy, financial, operational, and stakeholder factors into recommendations.
- Support the preparation of strategic plans, investor-facing narratives, and internal decision papers.
- Translate analysis into clear recommendations for clients and senior stakeholders.
- Client and Stakeholder Coordination
- Engage with clients and internal teams to understand priorities, risks, and decision requirements.
- Facilitate discussions on portfolio strategy, investment readiness, and implementation pathways.
- Support preparation of presentations, workshops, and meetings with potential partners or investors.
- Team Management and Delivery
- Manage assigned workstreams, timelines, and coordination across multidisciplinary teams.
- Review and guide analytical outputs produced by consultants and junior staff.
- Ensure project outputs are delivered to agreed scope, quality, and schedule.
- Quality Assurance and Business Development
- Maintain quality and consistency in portfolio and investment strategy outputs.
- Support proposal development and pipeline pursuits that require investment and portfolio strategy capability.
- Contribute to internal knowledge development in relevant sectors and markets.
3. Expected Outputs
- Portfolio strategy reports
- Investment prioritisation and sequencing frameworks
- Strategic opportunity assessments
- Investor-facing summaries and presentations
- Decision papers and executive briefs
- Inputs to proposals and business development materials
4. Required Qualifications and Competencies
- Bachelor’s or Master’s degree in Finance, Economics, Real Estate, Business, Urban Planning, Infrastructure Planning, or related field.
- Minimum 6 years of relevant experience.
- Experience in investment strategy, portfolio planning, transaction support, or strategic advisory is preferred.
- Experience in infrastructure, transport, real estate, or public sector investment contexts is an advantage.
Core Competencies
- Strong strategic and commercial thinking
- Strong analytical and synthesis capability
- Ability to connect portfolio analysis with implementation realities
- Good stakeholder engagement and presentation skills
- Strong project management and team coordination capability
5. Reporting Line
Reports to REAPM Director / Associate Director
Supervises Consultants, analysts, and project support staff as assigned