Director, Portfolio Management

Keppel (Fund Management & Investment) is seeking a Director, Portfolio Management to lead the oversight and performance management of Keppel Infrastructure Trust (KIT). Working closely with the CEO of KIT, the Director will provide strategic leadership across portfolio management, capital allocation, asset optimisation, acquisitions and divestments, and investor engagement.

Keppel is a leading Singaporean infrastructure and asset management company. KIT is a listed business trust focused on infrastructure investments across energy, utilities, and data infrastructure segments.

Key responsibilities include:

Portfolio Oversight & Performance Management: Lead end-to-end monitoring and evaluation of KIT's portfolio, ensuring performance, risk, and return objectives are met. Provide strategic oversight on operational, financial, and ESG performance of portfolio companies.

Strategy & Capital Allocation: Partner with the CEO to define and refine KIT's portfolio strategy, capital allocation framework, and long-term investment direction. Evaluate portfolio construction and diversification considering macroeconomic trends and risk-return trade-offs. Make recommendations on capital deployment, rebalancing, and portfolio optimisation.

Shareholder & Board-Level Engagement: Act as a key shareholder representative to portfolio companies, including engagement with boards and senior management. Lead shareholder decision-making processes and provide strategic guidance on long-term plans, capital structure, and growth initiatives.

Transactions & Capital Markets: Lead and oversee acquisitions, divestments, and asset recycling initiatives. Oversee hold-vs-sell analysis and exit planning. Play a key role in capital raising exercises, including structuring considerations and investor messaging.

Ideal candidates will have at least 15 years of experience in infrastructure or private equity investments, investment banking, asset management, or strategy consulting, with a proven track record in portfolio management and capital allocation across infrastructure assets.