At a Glance
- Tasks: Oversee and maximise returns for a portfolio of 15 SME businesses.
- Company: Dynamic private equity investment company with ambitious growth plans.
- Benefits: Highly competitive salary, bonus, equity participation, and flexible working.
- Why this job: Make a significant impact in a high-responsibility role with strategic influence.
- Qualifications: 7+ years in banking or private equity with strong financial skills.
- Other info: Work from home with travel across the UK 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.
- 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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the private equity space and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s not even advertised yet.
✨Tip Number 2
Prepare for those interviews by researching the company and its portfolio. Understand their investment strategy and be ready to discuss how you can add value to their existing companies. Show them you mean business!
✨Tip Number 3
Don’t just wait for job postings; be proactive! Reach out directly to firms you admire, even if they’re not hiring. A well-crafted email expressing your interest can open doors you didn’t even know existed.
✨Tip Number 4
Finally, apply through our website! We’ve got a range of roles that could be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s get you that dream job!
We think you need these skills to ace Portfolio Director – Private Equity Investment Company
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 is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your vision for managing a portfolio of SMEs and how your past experiences align with the responsibilities outlined in the job description.
Showcase Your Analytical Skills: Since this role requires strong financial and analytical skills, be sure to include specific examples of how you've successfully monitored financial performance or managed budgets in previous positions. Numbers speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Acquisition Origination Services Limited
✨Know Your Numbers
As a Portfolio Director, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've tracked performance in previous roles. Prepare examples of how you've improved financial outcomes for portfolio companies.
✨Showcase Your Strategic Mindset
This role requires a strong strategic approach. Think about past experiences where you've developed growth strategies or turned around underperforming businesses. Be prepared to share specific examples that highlight your ability to think critically and strategically.
✨Build Rapport with Stakeholders
You'll be managing relationships with various stakeholders, so it's crucial to show your interpersonal skills. During the interview, practice active listening and engage with the interviewer by asking insightful questions about their current portfolio and challenges they face.
✨Demonstrate Your Leadership Style
As a trusted advisor and Non-Executive Director, your leadership style will be key. Be ready to discuss how you’ve led teams, influenced senior stakeholders, and supported management in achieving their goals. Use specific examples to illustrate your approach to leadership and collaboration.
