Product and Portfolio Management Associate

Company Name

Schroders Greencoat LLP

Role

Product and Portfolio Management Associate

About Us

Schroders Greencoat LLP is a specialist energy transition investment manager with approximately €11 billion under management across a range of publicly listed and private market fund vehicles.

Founded in 2009, Schroders Greencoat has been at the vanguard of the energy transition infrastructure opportunity for over a decade, building an extensive global network of key players, including developers, asset aggregators, and utilities. Our ambition is to be a global leader in the fast-growing alternative asset class of energy transition. Our expertise includes traditional renewable energy assets like wind and solar, as well as newer sectors such as batteries, heat pumps, heat networks, and green hydrogen.

Since 2022, Schroders Greencoat’s parent company has been approximately 75% owned by the Schroders Group, with the remaining stake held by the senior Schroders Greencoat management team. Schroders plc is one of the largest asset managers listed on the London Stock Exchange, with over €900 billion assets under management and over 5,500 employees operating in 38 locations worldwide.

Following the acquisition by Schroders, the business rebranded from Greencoat Capital to Schroders Greencoat and became part of Schroders Capital, the group’s €83 billion private asset business. Aside from infrastructure, Schroders Capital offers a diverse range of investment strategies, including real estate, private equity, private debt and credit alternatives, as well as impact investing.

Schroders Capital Infrastructure is the umbrella term for the infrastructure equity investment capabilities across the Schroders Group’s private assets business, which encompasses team members at Schroders Greencoat LLP in the UK and other regulated entities throughout the Schroders Group internationally. Collectively, this comprises a team of over 130 staff with a presence in 8 countries across Europe, the United States, and China and has invested over €16.5 billion into approximately 450 energy transition assets at various project stages, with an aggregate capacity of around 7.7GW.

We are committed to equality of opportunity for all employees and encourage applications from individuals regardless of age, socio-economic background, race, sex, gender identity, sexual orientation, religious belief, or disability.

Role Overview

Support the development of new product offerings to help grow Schroders Greencoat’s private markets platform globally. You will work with the team to:

• Research trends and market intelligence related to the broader energy transition sector and asset management industry
• Evaluate the feasibility, profitability, and investor appetite for new business concepts and product ideas
• Develop the investment thesis for new offerings and create thought leadership and marketing content

Support all aspects of new product launches and capital raising, including:

• Collaborating with other teams (including sales, legal, compliance, finance, operations, and investment teams) to support the structuring and formation of new products and vehicles
• Drafting new product PPMs and responding to RFPs, RFIs, DDQs, and ad-hoc investor due diligence requests
• Creating fund cash flow models, track record analysis, and deal teasers in support of a capital raise
• Project managing investor due diligence and investor onboarding workstreams with internal and external stakeholders

Portfolio management support:

• Support fund level oversight across Schroders Greencoat’s private markets funds, including through portfolio construction analysis, investment governance processes (e.g. IC papers), investor reporting, and addressing investor queries
• Create materials for and participate in investor meetings and portfolio updates, in conjunction with the investor relations, investment, asset management, and fund finance teams
• Maintain private fund related "source of truth" data (e.g. dry powder, track record, AUM figures, etc.)

Candidate Specification

Preferred Relevant Experience

• 2–4 years of relevant experience in corporate finance, business development or investor relations in a private markets context
• Familiarity with alternative investments, particularly real assets
• Experience working with institutional clients, preferably in fundraising or other financial advisory roles
• Experience of working on RFPs, prospectuses, sales documents, or similar
• Familiarity with investment management operations and back-office systems, as well as an understanding of the regulatory environment within an investment management firm
• Strong technical ability, research skills, attention to detail, and excellent verbal and written communication and presentation skills

Qualifications

• Academic background, with additional accreditations a plus (CFA, CAIA, MBA, or CPA)
• Fluency in a European language in addition to English is preferred

Skills That Will Help You in the Role

• Strong analytical skills, confidence with numerical data, and basic financial modelling
• Confident verbal and written communication, effective with clients
• Strong Microsoft Office skills, in particular PowerPoint and Excel
• Strong organisational and time management skills
• Result-oriented mindset, with the ability to collaborate well with diverse stakeholders to accomplish results and represent the firm professionally with internal and external constituents
• Resourcefulness, with a natural ability and desire to engage and build strong relationships with others both internally and externally
• Ability to work effectively both within a team and autonomously

What We Offer

• Salary TBD
• Pension contribution
• A dynamic culture borne of people who care about what they do
• A chance to join the global leader in its sector at a key point in its expansion