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- Tasks: Oversee and maximise returns across a portfolio of 15 SME businesses.
- Company: Ambitious UK-based private equity investment company focused on acquiring SMEs.
- Benefits: Highly competitive salary up to £200k OTE, bonus, and equity participation.
- Why this job: Take on a high-impact role with significant responsibility and influence.
- Qualifications: Minimum 7 years in banking or private equity with strong financial skills.
- Other info: Work from home with regular travel for board meetings.
The predicted salary is between 120000 - 200000 £ per year.
Remuneration: Highly competitive package up to £200k OTE including bonus + equity participation.
About Us: Acquisition Origination Services is working with a highly ambitious growing UK based private equity business / investment company specialising in acquiring SMEs, to seek a Portfolio or Investment Director to oversee their current and increasing number of portfolio companies. As our client's portfolio expands, they are seeking a talented and commercially astute Portfolio or Investment Director to oversee and maximise returns across their c.15 existing and future portfolio companies, as well as manage key banking, vendor and management relationships.
The Role: As Portfolio or Investment Director, you will take ownership of a portfolio of c.15 SME businesses, working closely with management teams to develop strategic growth. You will be the primary point of contact for portfolio companies, providing strategic support and monitoring performance against targets. This is a high-impact, visible role with significant responsibility.
Key Responsibilities:
- Manage a portfolio of investments, overseeing company performance and strategic plans.
- Tracking financial performance, reviewing budgets, forecasts, cashflow, management accounts and monitoring banking covenant compliance.
- Responsibility for managing lender relationships and arranging refinancings where appropriate.
- Prepare service contracts and oversee the execution of LTIP incentive plans for key managers, setting and measuring performance against targets.
- Organise and attend regular board meetings acting as a Non-Executive statutory Director and trusted advisor to portfolio company leadership.
- Ensure robust financial controls and clear growth strategies are in place for each portfolio company.
- Support the recruitment of key management positions within portfolio companies.
- Maintain accurate information for each company, prepare quarterly reports and provide regular briefings for the investment team.
- Identify opportunities (including acquisitions) and risks within portfolio companies, proactively developing strategies to address them.
- Support the management team within each portfolio business with issues relating to Treasury, Accounting, Human Resources, Property, Legal, Health & Safety, Marketing and other commercial matters as required, liaising with third party resources as necessary.
- Liaise with sellers of businesses around payment of Deferred Consideration and Earn-Out payments and Post Completion matters.
- Report to the investment company principal on a regular basis.
- Share knowledge across portfolio business to develop best practices.
Candidate Profile:
- Minimum 7 years' experience in banking / leveraged finance or private equity.
- Ideally additional experience in private equity, venture capital, transaction services, corporate finance, or turnaround/restructuring environments.
- Track record of financial performance monitoring and banking in a senior debt environment.
- Strong financial and analytical skills, ideally with some form of accounting qualifications.
- Good understanding of legal documentation for leveraged corporate acquisitions.
- Experience working at board level and influencing senior stakeholders.
- Commercially astute.
- A strong understanding of operational best practices and forming value creation plans is highly desired.
Location: Work from home, but with regular travel around the UK to attend Board Meetings.
To Apply: Please submit your CV and a cover letter outlining your relevant experience and vision for the role.
Portfolio Director – Private Equity Investment Company in London employer: Acquisition Origination Services Limited
Contact Detail:
Acquisition Origination Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Director – Private Equity Investment Company in London
✨Network Like a Pro
Get out there and connect with people in the private equity space. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to folks for a chat. You never know who might have the inside scoop on job openings!
✨Showcase Your Expertise
When you get the chance to meet potential employers or network contacts, make sure to highlight your experience in managing portfolios and financial performance. Share specific examples of how you've maximised returns in previous roles – this will set you apart from the crowd.
✨Leverage Social Media
Use platforms like LinkedIn to your advantage! Share articles, comment on posts, and engage with content related to private equity and investment. This not only showcases your knowledge but also keeps you on the radar of hiring managers.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings. Applying directly through us can give you an edge, as we often have exclusive listings and can provide insights into the application process. Let’s land that dream job together!
We think you need these skills to ace Portfolio Director – Private Equity Investment Company in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Director role. Highlight your experience in private equity, banking, and any relevant achievements that showcase your financial acumen and strategic thinking.
Craft a Compelling Cover Letter: Your cover letter should not just repeat your CV. Use it to tell us why you're passionate about this role and how your vision aligns with our goals at the investment company. Be specific about what you can bring to the table!
Showcase Your Leadership Skills: Since this role involves managing a portfolio of companies, emphasise your leadership experience. Share examples of how you've influenced senior stakeholders and driven performance in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Acquisition Origination Services Limited
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the current portfolio companies and their performance metrics. Research their industries, challenges, and growth opportunities. This will not only show your commitment but also allow you to discuss how you can add value to each company.
✨Demonstrate Financial Acumen
Given the financial focus of the role, be prepared to discuss your experience with financial performance monitoring, budgeting, and forecasting. Bring examples of how you've successfully managed financial relationships and compliance in previous roles, as this will resonate well with the interviewers.
✨Showcase Your Strategic Thinking
Prepare to discuss specific strategies you've implemented in past roles that led to significant growth or turnaround for portfolio companies. Highlight your ability to identify risks and opportunities, and how you've developed actionable plans to address them.
✨Engage with Questions
Interviews are a two-way street, so come armed with insightful questions about the company's vision, challenges, and expectations for the Portfolio Director role. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
