Director Portfolio Management

Overview

The Director, Portfolio Management (m/f/d), plays a critical leadership role within Global Portfolio Management, responsible for structuring, executing, and actively managing third-party investment in EMEA greenfield data centre assets. The role spans the full development lifecycle, from origination and feasibility through financing, construction, delivery, and stabilisation. The position serves as a strategic partner to investors, senior leadership, and key internal functions including Finance, Legal, Construction, Design, and Power.

Responsibilities

1. Joint Venture, Asset & Investor Management
   • Oversee the financial performance of JV and assets, including development entities
   • Support equity processes, shareholder funding, and distributions
   • Ensure compliance with key agreements, including JV, funding, operator, and third party covenants
   • Assess the financial impact of key business decisions related to JVs, customer contracts, suppliers, pricing, and development timing
   • Lead, together with relevant teams, asset level financial strategies to ensure sustainable financing, liquidity, and compliance
2. Financial Modelling, Risk Management, Development Finance
   • Oversee financial and financing models including base case, downside scenarios, covenant headroom and sensitivity analyses, in cooperation from the Business Model team
   • Ensure the team aligns models with development progress, leasing assumptions, capex phasing, and financing structures
   • Assess and communicate financial risks, mitigants, and downside scenarios to senior management and investors, challenge development business cases (IRR, NPV, yields, cost curves) for greenfield and expansion projects
   • Analyse liquidity requirements, and funding sources across multi year development plans
   • Act as partner to internal teams and external investors on strategies, and investment decision making
3. Financing & Capital Structure
   • Lead project finance and corporate financing processes for new and existing data centre assets, including initial bank financings, refinancings, and amendments
   • Lead the commercial and legal negotiation of financing packages, including debt terms, covenants, security structures, and conditions precedent, in coordination with Legal and advisors
   • Coordinate and support hedging strategies (interest rate swaps, caps, floors), including interaction with treasury, hedging advisors, and lenders
   • Own financing related workstreams with lenders, their advisors, shareholders, and internal stakeholders
   • Manage liquidity, debt levels, covenant compliance, reporting obligations, compliance, and lender interactions under SFAs and ancillary agreements
4. Reporting, Governance & Decision Support
   • Prepare and present board level and investor reporting, providing clear and pragmatic financial insights to support investment and development decisions
   • Support audits, lender reviews, and due diligence processes
   • Manage or oversee JV finance functions including budgeting, cash management, planning, accounting coordination, year end closing, and reporting
   • Act as a business partner, not only a reporting function, actively challenging assumptions and supporting decision making

Knowledge, Skills & Abilities

• Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related analytical discipline (Master’s degree or MBA preferred/CFA).
• Multiple years of relevant experience in infrastructure, real estate, private equity, investment banking, or project finance.
• Proven experience working with institutional investors, joint ventures, and complex capital structures.
• Strong track record in financial modelling, valuation, and investment analysis.
• Experience in data centres, energy, infrastructure, or large-scale development projects is preferred.
• Advanced Excel skills (formulas, pivot tables, modeling).
• Strong PowerPoint skills for executive-ready presentations.
• Excellent analytical and problem-solving skills.
• Experience with financial systems (e.g., SAP, Yardi) is a plus.
• Ability to work independently and cross-functionally in a fast-paced environment.
• Strong written and verbal communication skills.

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