About Us
Hanseatic Global Terminals (HGT) is a wholly owned subsidiary of Hapag-Lloyd, headquartered in Rotterdam. HGT manages and develops a global portfolio of interests in 26 marine terminals and complementary logistics businesses across 13 countries and five continents, with the ambition to expand its portfolio to approximately 30 terminals by 2030.
The portfolio comprises wholly owned subsidiaries, joint ventures and minority investments, operating within diverse regulatory, concession and shareholder governance frameworks.
As HGT continues to expand its global footprint, the company is strengthening its approach to portfolio management, capital allocation, investment governance and long-term value creation, ensuring consistent financial discipline and performance oversight across its worldwide investments.
The Position
Reporting directly to the HGT CFO, the Director, Global Portfolio Management will establish and lead a consistent, investment-oriented approach to overseeing HGT's worldwide portfolio.
The role will focus on capital allocation, investment performance and long-term shareholder value creation, ensuring that investment decisions are supported by rigorous financial analysis and that portfolio assets are monitored against their original investment cases and strategic objectives.
A key responsibility will be to establish a quarterly Global Asset Tracker, providing executive management and the HGT Board with clear visibility on asset performance, invested capital, expected returns, value creation initiatives and material risks.
The Director will work closely with Regional CEOs and Group functions, bringing an independent infrastructure investor's perspective while respecting the operational and financial accountability of regional and local management.
Key Responsibilities
1. Portfolio management and value creation
- Establish a consistent portfolio management framework across all HGT investments, reflecting different ownership structures and governance rights.
- Develop and monitor Asset Management Plans, including investment objectives, financial targets, value creation opportunities and key risks.
- Assess portfolio performance against original investment cases, approved business plans and long-term objectives.
- Identify underperforming investments and recommend corrective actions in collaboration with Regional CEOs and asset management teams.
- Support portfolio optimization decisions, including divestments, ownership restructuring and strategic partnerships, in coordination with M&A and Strategy.
2. Capital allocation and investment governance
- Develop a global capital allocation framework, including investment criteria, return thresholds and prioritization methodologies.
- Consolidate and challenge multi-year capital expenditure plans across the portfolio.
- Independently evaluate major investment proposals, including expansions, equipment, infrastructure, automation and decarbonization projects.
- Develop financial models and assess project- and shareholder-level returns using DCF, NPV, IRR, ROIC, ROCE and scenario analysis, as appropriate.
- Prepare investment recommendations for the Portfolio Management Committee and HGT Board, supporting HGT's position ahead of Asset Board and JV Board decisions.
- Monitor approved investments against original business cases, budgets and expected returns, conducting post-investment reviews.
3. Portfolio performance and Asset Tracker
- Design and implement a quarterly Global Asset Tracker covering the entire HGT portfolio.
- Monitor financial and operational performance against original underwriting assumptions, approved plans and forecasts and prepare consolidated portfolio performance
- Track capital invested, cash generation, asset valuations and investment returns, including IRR, MOIC and other capital efficiency metrics
- Assess value creation initiatives, their expected financial impact and implementation progress.
- Identify material deviations, emerging risks and opportunities for corrective action.
4. Asset valuation and shareholder governance
- Establish consistent asset valuation methodologies and maintain relevant investment models across the portfolio.
- Evaluate the financial implications of capital expenditure, financing structures, dividends and changes in ownership.
- Support HGT-appointed board representatives with independent analysis of investment proposals, business plans and reserved matters.
- Monitor the performance and economic exposure of minority investments and joint ventures.
- Assess material concession obligations, renewal requirements and regulatory risks affecting asset value and investment returns.
5. Reporting and strategic collaboration
- Establish consistent portfolio reporting standards and investment performance indicators.
- Ensure alignment between portfolio analysis and HGT's Budget, Medium-Term Plan and Long-Term Plan.
- Collaborate closely with Regional CEOs, Group Finance, Strategy, M&A, Operations and Legal.
- Promote disciplined investment decision-making, transparency and a long-term value creation mindset across the organization.
Job Requirements
Professional experience
- Approximately 10–15 years of relevant experience in infrastructure asset management, portfolio management or infrastructure investing.
- Strong track record in capital allocation, investment appraisal, financial modelling and post-acquisition asset management.
- Experience overseeing capital-intensive infrastructure assets across multiple countries.
- Demonstrated expertise in asset valuation, investment performance monitoring and value creation.
- Experience with joint ventures, minority investments and shareholder governance.
- Exposure to ports, container terminals, logistics or other transport infrastructure is a strong advantage.
- Experience presenting investment recommendations to executive management, investment committees or boards.
Technical and leadership capabilities
- Strong financial modelling and valuation skills, including DCF, IRR, MOIC and capital efficiency metrics.
- Sound understanding of infrastructure investments, concession structures and capital-intensive businesses.
- Strong analytical judgement combined with commercial and operational awareness.
- Ability to independently challenge investment proposals and influence senior stakeholders.
- Excellent communication, stakeholder management and executive presentation skills.
- Pragmatic, results-oriented and comfortable operating in an international environment.
Education and languages
- University degree in Finance, Economics, Business, Engineering or a related discipline.
- MBA, CFA or equivalent qualification would be an advantage.
- Fluent English required; additional languages beneficial.
The Opportunity
This role offers the opportunity to play a central role in shaping global portfolio management, investment discipline and long-term value creation within one of the world's leading terminal operators, overseeing a diverse international portfolio of port and logistics assets.
Reporting directly to the HGT CFO, the successful candidate will have direct exposure to the HGT Board and senior management, working closely with Regional CEOs and Group functions to strengthen capital allocation, investment performance monitoring and shareholder value creation.
The position offers a unique opportunity to establish and develop a global portfolio management framework, bringing an infrastructure investor's perspective to a growing international business and contributing to more informed investment decisions, improved capital efficiency and sustainable long-term returns.
