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For Companies At a Glance
- Tasks: Lead and support a diverse portfolio of mid-market businesses to drive growth and value creation.
- Company: Join a leading private equity house known for its exciting and diverse investment portfolio.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and networking.
- Why this job: Be part of a high-performing team making a real impact on business success and shareholder value.
- Qualifications: Must have ACA or ACCA qualification and experience in financial management or private equity.
- Other info: Hands-on role with direct involvement in strategic decision-making and performance reviews.
The predicted salary is between 72000 - 108000 £ per year.
Company
Leading mid market private equity house now seeks to appoint a Portfolio Director to its South West team. Its commitment to backing mid-market businesses from across the economy has helped create one of the most diverse and exciting portfolios in private equity and as such, this represents a compelling and exciting opportunity for a Portfolio Director.
Collaborating closely with the fund’s portfolio, you will provide tactical and operational support to drive value creation and market-leading performance, guiding investee management teams to success. Responsibilities include monitoring growth metrics and cash flow against strategic plans, challenging and refining strategies, supporting the execution of value creation initiatives, and leveraging professional networks when beneficial—all with the overarching goal of maximising shareholder value.
Role
As part of a dynamic, high-performing investment team, the Portfolio Director will lead proactive oversight of an investee portfolio that includes both high-growth scaleups and established SMEs requiring a strategic focus.
This hands-on role involves providing targeted support to portfolio companies across various areas, such as market expansion, cost efficiency, bolt-on M&A, new business development, and exit strategy execution. As Portfolio Director, you will attend board and senior management meetings, offering strategic insights and constructive guidance. Additionally, you will deliver robust monthly and quarterly performance reviews for individual companies and the portfolio as a whole, ensuring ongoing alignment with growth objectives.
About You
With a relevant qualification (ACA or ACCA), you bring experience in a senior financial and commercial management role, ideally within one or more businesses backed by institutional investors, or managing a portfolio of SME investments, particularly in a PE/VC or high-growth environment.
A proven business partner, you have a strong track record in driving profitable growth through initiatives such as turnarounds, restructures, M&A, or organic expansion. You also offer solid knowledge and insight into corporate finance transactions, including both equity and debt funding.
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Portfolio Director employer: Coyne & Associates
Contact Detail:
Coyne & Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Director
✨Tip Number 1
Network strategically within the private equity and venture capital community. Attend industry events, webinars, and conferences to connect with professionals who can provide insights or referrals related to the Portfolio Director role.
✨Tip Number 2
Stay updated on market trends and developments in the mid-market sector. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the dynamics of the businesses you'll be supporting.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you've successfully driven value creation in portfolio companies. Highlight your strategic thinking and operational support skills that align with the responsibilities of the Portfolio Director.
✨Tip Number 4
Familiarize yourself with the company's existing portfolio and their growth strategies. Being able to speak knowledgeably about their investments and how you can contribute to their success will set you apart during the interview process.
We think you need these skills to ace Portfolio Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial and commercial management roles, particularly within private equity or high-growth environments. Emphasize your track record in driving profitable growth and any specific initiatives you've led.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Portfolio Director role and how your background aligns with the company's commitment to backing mid-market businesses. Mention specific examples of how you've supported portfolio companies in the past.
Highlight Relevant Qualifications: Clearly state your qualifications, such as ACA or ACCA, and how they relate to the responsibilities of the Portfolio Director position. This will demonstrate your suitability for the role and your understanding of the financial landscape.
Showcase Strategic Insights: During the application process, be prepared to discuss your strategic insights and experiences in board meetings or senior management discussions. Highlight how you have provided constructive guidance and support to drive value creation in previous roles.
How to prepare for a job interview at Coyne & Associates
✨Showcase Your Strategic Insight
As a Portfolio Director, you'll need to demonstrate your ability to provide strategic insights. Prepare examples of how you've successfully guided management teams in previous roles, particularly in areas like market expansion and cost efficiency.
✨Highlight Your Financial Acumen
Given the financial focus of this role, be ready to discuss your experience with corporate finance transactions. Share specific instances where your financial expertise led to successful outcomes, especially in private equity or high-growth environments.
✨Prepare for Performance Reviews
Since delivering robust performance reviews is part of the job, practice discussing how you would evaluate growth metrics and cash flow against strategic plans. Be prepared to explain your approach to refining strategies based on these evaluations.
✨Demonstrate Your Network Leverage
Networking is key in this role. Think of ways you've leveraged professional networks to benefit portfolio companies. Be ready to share examples that illustrate your ability to connect resources and drive value creation.
