SVP Portfolio Strategy

Avolon is a leading global aviation finance company connecting capital with customers to drive the transformation of aviation and the economic and social benefits of global travel. We pride ourselves on our deep customer relationships, our collaborative team approach, and our fast execution. We invest with a long-term perspective, diversifying risk and managing capital efficiently to maintain our strong balance sheet. Working with 141 airlines in 60 countries, Avolon has an owned, managed, and committed fleet of 1,096 aircraft, as of 31 March 2025. www.avolon.aero

The Role:
Reporting to the Chief Risk Officer, the Senior Vice President, Portfolio Strategy will be core to decision-making that shapes Avolon's fleet, combining market assessment, commercial opportunity, and risk evaluation to advise the Executive Committee on aircraft asset investment and disposal strategies in the context of key aviation industry, manufacturer supplier and airline customer trends.

The role will participate in the setting of Avolon's medium- to long-term Business Plan including capital allocation targets for different aircraft types and vintages through the evaluation of two key areas: (1) Industry & Market Risk, and (2) Asset & Portfolio Risk.

Industry & Market Risk

• Identify, monitor, and anticipate key macro industry and economic trends, ensuring the business is informed and can adapt as required.

• Lead qualitative and quantitative assessments of the future prospects for markets and regions in which our airline customers operate.

• Oversee Avolon's sustainability agenda.

Asset & Portfolio Risk

• Drive aircraft investment and divestment decision-making by leading multidisciplinary teams to identify portfolio risk, develop mitigation strategies, and assess new investment cases.

• Develop and maintain the investment case and risk factors for all commercial aircraft types, variants, and vintages.

• Provide a risk-based contribution to setting Avolon's acquisition and disposal strategy, balancing yield, residual value, and other portfolio risks.

• Recommend asset strategies that are aligned with overall portfolio objectives.

Core Duties:

• Analyze historic trends in macroeconomic, air traffic, aircraft fleet, airline schedule, and aircraft value data sets to develop forward-looking market insights.

• Develop and maintain quantitative models used to identify and forecast key trends in commercial aircraft markets including the future state of demand and supply in the industry.

• Perform market sizing exercises by growth channel (e.g. direct placement, sale leaseback) and segment (e.g. passenger / freighter, narrowbody / widebody) to identify market opportunities.

• Collaborate to implement and evolve asset and jurisdictional risk frameworks that incorporate quantitative and qualitative factors.

• Support management in setting appropriate risk-based capital allocation targets for different aircraft types to assist the ongoing management of Avolon's aircraft acquisition and disposal strategy.

• Develop external relationships with OEM strategy and investor marketing teams to assess the impact to Avolon of production rate changes as well as new aircraft and engine developments, ensuring alignment with the OEM and Powerplant Teams.

• Leverage relationships, insight, and market analysis to develop the investment case for new aircraft categories and types, including associated risk factors.

• Support Capital Markets and Investor Relations in the preparation of prospectuses, Offering Memorandums, trading updates, and earnings releases.

• Assess the attractiveness of new markets, products and services. Incubate innovative ideas and develop new business opportunities. Actively participate in strategic initiatives and business development projects.

• Leading contributor to quarterly Risk Management Committee and Board packages, creating insightful analysis that provides context for senior leadership and shapes the strategic direction of the company.

• Contribute to Avolon's thought leadership agenda by producing content that differentiates Avolon from competitors and by representing the company at conferences as an active participant and speaker, where appropriate.

• Regular travel to OEMs, appraisers, conferences, and other events.

The Person:
You are a leader who is driven, focussed, and resourceful who can successfully navigate between commercial and risk management objectives to contribute to the development of long-term strategy for the business. You will always act with integrity and model your own behaviour to the highest standard. You will represent Avolon in a transparent and honest manner setting a strong example for others to follow. You are independent minded, not afraid to confront established thought or to accept challenge to your own views.

Essential Skills and Experience:

• Essential to have experience in a global aircraft leasing company, OEM, airline, or advisory in a product strategy, planning, portfolio management or business development function.

• Qualifications in business, finance, accounting, economics, sciences, or engineering considered an asset.

• Driven to achieve ambitious outcomes.

• Strategic mindset. Able to discern patterns and linkages across complex issues with competitive dynamics involving airlines, OEMs, lessors, and lenders framed in the context of current events, economic trends, and government policy.

• Strong analytical skills including the ability to manipulate large data sets to identify key trends in history and create a vision for the future. Able to manage others to do so.

• Able to seamlessly navigate both macro and micro, balancing quantitative and qualitative judgements.

• Demonstrated ability to evaluate investment cases and develop clean sheet business plans. Able to combine strategic rationale and market opportunity with financial and risk analysis.

• Capable people and project manager. Manages, prioritizes, tracks and delivers tasks for self and team. Able to parse complex projects into workstreams, delegate and direct others to achieve high quality results on set timelines.

• Strong oral, written, and visual presentation skills. Able to distil complex messages into key takeaways to support management decision making and enhance Avolon's brand in public settings.

• Able to distil and summarize findings of analysis in written documents and on PowerPoint slides that have impact, putting forward compelling arguments and rationales to internal and external audiences.

• Excellent interpersonal and collaboration skills. Able to develop and maintain positive business relationships. A leader who instils energy, drive and pride in self and others.

• An industry leader able to challenge and influence the most senior levels, internally and externally.

• Excited about international travel.

What else do you need to know?
Please note that we will only accept applications that are made to us via our Careers mailbox. If you experience any difficulty when applying, please contact careers@avolon.aero.The closing date for applications is COB Thursday 29th May.

Avolon is an equal opportunities employer, which cultivates opinion, listens to all views with respect, recognises people based on their merits without bias and embraces diversity.

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