Portfolio Manager

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.

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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.
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