About this role
Finance Business Support Portfolio Manager - Listed Infrastructure 27-08-2026 84.500 - 100.000 Senior Amsterdam Als Portfolio Manager - Listed Infrastructure bij Van Lanschot Kempen analyseer je wereldwijd beursgenoteerde infrastructuurbedrijven, integreer je duurzaamheid in beleggingsbeslissingen, vertaal je inzichten naar transacties voor outperformance en werk je nauw samen met stakeholders. Direct solliciteren Neem contact op Automatisch verbeterd voor betere leesbaarheid Portfolio Manager - Listed Infrastructure Role purpose: Lead the management of listed infrastructure portfolios to deliver strong risk-adjusted returns, ensure disciplined investment processes, and support client outcomes through high-quality research, portfolio construction, and stakeholder communication. Key responsibilities - Manage listed infrastructure portfolios, including asset allocation, security selection, and ongoing risk management. - Conduct fundamental research on infrastructure companies, sectors, and regions; build and maintain valuation models and investment theses. - Monitor portfolio exposures, liquidity, and performance; implement rebalancing and trade execution aligned with mandates. - Develop and maintain investment frameworks, watchlists, and documentation to support repeatable decision-making. - Communicate portfolio positioning, performance drivers, and market views to internal stakeholders and clients. - Collaborate with analysts, traders, risk, compliance, and operations to ensure efficient, compliant portfolio management. Required skills and qualifications - Investment expertise: Experience managing public markets portfolios, ideally in listed infrastructure, utilities, transport, or renewables. - Research skills: Strong financial statement analysis, valuation, and thesis-driven investing. - Portfolio construction: Understanding of factor, sector, and geographic exposures; risk budgeting and drawdown management. - ...