Experience

Tritax Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director, Asset Manager at Tritax EuroBox plc

  • Sep 2022 - Present

  Lead Asset Manager for Tritax EuroBox plc

• Asset Manager at Tritax Group

  • Apr 2020 - Aug 2022

  Lead Asset Manager for the MetroBox Fund at Tritax plc



Savills Investment Management

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Portfolio Manager

  • May 2016 - Apr 2020

  Portfolio Manager of UK and European cross sector assets ranging in value from circa £20.0 to £150.0 million.• Asset Business Plans, undertake Excel cashflow modelling to assess the impact of various management approaches on value and to allow informed decision making. Prepare asset management strategies and CAPEX budgets to deliver asset management initiatives.• Refurbishment and Development Projects; manage full professional teams (comprising project manager, architect, planning consultant, cost consultant, and main contractor) to produce fully costed and specified designs.• Leasing; formulate leasing and rent review strategies, appoint, oversee and manage third party advisers (property managers, letting agents, professional advisers and legal teams etc) on a day to day basis to ensure the smooth running of the portfolios and lead negotiations with tenants and third parties.• Investment Committee; undertake research, due diligence, scenario forecasting and sensitivity analysis to produce and present Investment Committee papers for the purchase and sale of properties as well as for Committee approval of CAPEX to undertake asset management projects.• Portfolio Forecasting; undertake hold / sell asset analysis for bi-annual internal strategic portfolio management reports and client presentations. • Disposals and Acquisitions; advise on the timing and return possibilities of potential disposals, manage the due diligence process, work closely with lawyers and ensure that all parties work to required timescales. • Reporting; prepare and present quarterly portfolio client reports. Report directly to financing banks to secure bank consent for lettings and CAPEX projects and provide regular updates on assets. This requires excellent written and verbal communication skills and an understanding of the importance of good time management.• Valuations; provide relevant information to the portfolio valuers and review the subsequent valuation reports. Show less

• Assitant Portfolio Manager

  • Jan 2014 - Apr 2016

  Assistant Investment Management of two discretionary direct property portfolios on behalf of a UK corporate Pension Fund; • A circa £400 million commercial property portfolio, invested across all sectors of the commercial real estate market within the UK. The Fund adopts a core/satellite approach to investment strategy with a mix of long secure income streams and development / refurbishment assets.refurbishment assets.• A circa £150 million portfolio invested in long let, index linked commercial properties located throughout the UK.The role involved assisting a Portfolio Manager with; preparing business plans and reports, portfolio forecasting, undertaking investment acquisitions and disposals. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Secondee

  • Oct 2012 - Dec 2013

  Working in the Real Estate Finance Team Working in the Real Estate Finance Team



Savills

• United Kingdom
• Real Estate
• 700 & Above Employee

• Associate

  • Dec 2011 - Oct 2012

  Loan Security and accounts Valuations across all commercial sectors.

• Surveyor

  • Sep 2006 - Dec 2011

  Loan Security and Accounts Valuations