Portfolio & Finance Manager

Portfolio & Finance Manager

Belfast Full-Time 39000 - 46000 £ / year (est.) No home office possible
C

At a Glance

  • Tasks: Manage fund finance, operations, and investor relations while ensuring efficient financial operations.
  • Company: Join Clarendon Fund Managers, a B Corp-certified venture capital firm in Belfast, driving economic growth.
  • Benefits: Enjoy a competitive salary, annual bonuses, flexible working, and enhanced wellbeing support.
  • Why this job: Be part of a collaborative culture focused on impact and excellence with long-term career development.
  • Qualifications: Requires 10 years' experience in finance, an accounting qualification, and strong Excel skills.
  • Other info: Applications are reviewed on a rolling basis; start date is 1st September 2025.

The predicted salary is between 39000 - 46000 £ per year.

Join Clarendon Fund Managers, a B Corp-certified venture capital firm based in Belfast, as a Portfolio and Finance Manager. With a mission to back high-potential companies and drive economic growth in Northern Ireland, we support a diverse and inclusive culture where collaboration, impact and excellence are at the core of what we do.

This is a full-time, permanent position, reporting to the Finance Director, with flexible and hybrid working options available. It’s a key role at the intersection of fund finance, operations, and investor relations.

About the Role

The Portfolio and Finance Manager will play a critical role in ensuring the efficient financial operation of our funds and portfolio. This role involves close coordination with investment teams, administrators, auditors, and investors, covering everything from reporting and compliance to valuations and capital activity.

Key Responsibilities Include:

  • Monitoring and analysing performance metrics, KPIs, and valuations across portfolio companies.
  • Supporting quarterly and annual valuation cycles in line with market standards.
  • Preparing reporting for Limited Partners (LPs) and coordinating fund accounting and capital movements.
  • Liaising with auditors, legal advisors, and fund administrators.
  • Assisting with management accounts, FCA compliance, and internal forecasting dashboards.
  • Overseeing onboarding, investor data management, and reporting activities.

What We’re Looking For:

  • Typically requires around 10 years’ experience in accounting, finance, or fund services, ideally with exposure to fund finance or portfolio operations.
  • A recognised accounting qualification (ACCA, CIMA, ACA, or equivalent).
  • High proficiency in Excel and financial reporting systems.
  • Strong organisational skills, with the ability to manage multiple priorities and engage diverse stakeholders.
  • Experience in venture capital, private equity, or fund administration is a plus.

What We Offer:

  • Competitive salary: £45,000 – £55,000 depending on experience.
  • Annual bonus scheme.
  • Pension and private healthcare.
  • Flexible and hybrid working environment.
  • Enhanced family leave and wellbeing support.
  • A collaborative, growth-focused workplace with long-term career development opportunities.

Start Date: 1st September 2025

Location: Belfast (Flexible/Hybrid working supported)

Deadline: Applications will be reviewed on a rolling basis until the position is filled.

How to Apply: Send your CV and a brief cover letter outlining your fit for the role to: recruitment@clarendon-fm.co.uk

Portfolio & Finance Manager employer: Clarendon Fund Managers

At Clarendon Fund Managers, we pride ourselves on being an exceptional employer, offering a dynamic and inclusive work culture that fosters collaboration and innovation. Located in the vibrant city of Belfast, our team enjoys flexible and hybrid working options, competitive salaries, and comprehensive benefits including private healthcare and enhanced family leave. We are committed to employee growth, providing long-term career development opportunities that empower our staff to make a meaningful impact in the venture capital sector.
C

Contact Detail:

Clarendon Fund Managers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio & Finance Manager

✨Tip Number 1

Network with professionals in the venture capital and fund management sectors. Attend industry events, webinars, or local meetups in Belfast to connect with potential colleagues and learn more about the company culture at Clarendon Fund Managers.

✨Tip Number 2

Familiarise yourself with the latest trends in fund finance and portfolio management. Being knowledgeable about current market standards and practices will help you stand out during discussions with the hiring team.

✨Tip Number 3

Prepare to discuss your experience with financial reporting systems and Excel during interviews. Highlight specific projects where you've successfully managed KPIs or valuations, as this aligns closely with the role's responsibilities.

✨Tip Number 4

Showcase your organisational skills by preparing examples of how you've managed multiple priorities in previous roles. This will demonstrate your ability to handle the diverse responsibilities expected of a Portfolio and Finance Manager.

We think you need these skills to ace Portfolio & Finance Manager

Financial Analysis
Portfolio Management
Accounting Principles
Valuation Techniques
Regulatory Compliance (FCA)
Stakeholder Engagement
Performance Metrics Monitoring
Capital Management
Excel Proficiency
Financial Reporting Systems
Organisational Skills
Project Management
Data Management
Communication Skills
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in accounting, finance, or fund services. Emphasise any exposure to fund finance or portfolio operations, as well as your recognised accounting qualification.

Craft a Compelling Cover Letter: In your cover letter, clearly outline how your skills and experiences align with the key responsibilities of the Portfolio and Finance Manager role. Mention your proficiency in Excel and financial reporting systems, and demonstrate your understanding of the venture capital landscape.

Highlight Relevant Experience: When detailing your work history, focus on achievements that showcase your ability to manage multiple priorities and engage diverse stakeholders. Use specific examples related to performance metrics, KPIs, and valuations.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.

How to prepare for a job interview at Clarendon Fund Managers

✨Know Your Numbers

As a Portfolio and Finance Manager, you'll be expected to have a strong grasp of financial metrics and KPIs. Brush up on your knowledge of performance metrics relevant to venture capital and be prepared to discuss how you've used these in past roles.

✨Showcase Your Experience

With around 10 years of experience required, make sure to highlight specific examples from your career that demonstrate your expertise in fund finance and portfolio operations. Be ready to discuss challenges you've faced and how you overcame them.

✨Familiarise Yourself with Compliance

Understanding FCA compliance and reporting standards is crucial for this role. Research the latest regulations and be prepared to discuss how you've ensured compliance in previous positions, as well as your approach to managing audits.

✨Demonstrate Strong Communication Skills

This role involves liaising with various stakeholders, including investors and auditors. Prepare to showcase your communication skills by discussing how you've effectively managed relationships and communicated complex financial information in the past.

Portfolio & Finance Manager
Clarendon Fund Managers
C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>