At a Glance
- Tasks: Lead portfolio performance, liquidity management, and strategic initiatives in a dynamic investment environment.
- Company: Join a leading Fin-tech and Health-tech investor driving growth across Europe.
- Benefits: Direct exposure to founders, clear career progression, and a collaborative culture.
- Why this job: Shape the future of high-potential businesses and make a real impact in the industry.
- Qualifications: Experience in venture capital or portfolio finance, with strong communication skills.
- Other info: Opportunity for board engagement and involvement in innovative projects.
The predicted salary is between 48000 - 72000 £ per year.
We’re working with a leading Fin-tech and Health-tech investor entering an exciting new phase of growth. The team backs high-potential, mission-driven businesses across Europe and is now hiring a Portfolio & Value Creation Lead, a newly created role that bridges portfolio management, liquidity planning, and value creation.
This role offers direct exposure to founders and boards, with scope to take formal board seats and help shape the strategic direction of some of the fund’s most dynamic portfolio companies. Over time, it will evolve into a broader investment position as the portfolio expands and deployment accelerates.
The Role
- Portfolio performance: Own the tracking, analysis, and reporting of portfolio company performance, driving insight into financial health, growth trajectory, and exit readiness.
- Liquidity management: Oversee fund cashflows, reserves, and capital planning to ensure effective deployment and recycling.
- Board engagement: Take or support board seats, contributing to strategic discussions around growth, finance, and operational priorities.
- Value creation: Partner with founders and CFOs to improve reporting, fundraising readiness, and operational excellence.
- Governance & reporting: Lead quarterly portfolio reviews and prepare materials for Investment Committee and LP updates.
- Investment support: Contribute to follow-on and new investments through analysis, scenario modelling, and strategic assessment.
- Strategic initiatives: Drive cross-portfolio projects around data, technology, and health innovation.
About You
- Background in venture capital, growth equity, or strategic/portfolio finance , ideally within technology-driven sectors.
- Strong experience managing or supporting boards, founders, or executive teams — either from an investor or operator perspective.
- Deep understanding of portfolio management and liquidity planning within a fund or multi-asset context.
- Commercially sharp, data-driven, and comfortable operating in a lean, entrepreneurial environment.
- Excellent communicator with the credibility to engage senior stakeholders and founders alike.
Why Join
- Opportunity to work directly with founders and investors across high-growth Fintech and Healthtech ventures.
- Take real ownership of portfolio performance and capital strategy.
- Clear pathway toward a future investment role as the fund scales.
- Collaborative, values-driven culture with deep sector expertise.
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Portfolio & Value Creation Lead employer: Agora Talent
Contact Detail:
Agora Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio & Value Creation Lead
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Fin-tech and Health-tech sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might help you land that Portfolio & Value Creation Lead role!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with founders or board members, make sure to highlight your background in venture capital and portfolio management. Share insights on liquidity planning and value creation strategies to demonstrate your fit for the role.
✨Tip Number 3
Prepare for interviews by diving deep into the companies you’re interested in. Understand their portfolio performance, financial health, and growth trajectory. This will not only impress your interviewers but also show that you’re genuinely invested in their mission-driven businesses.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way. Plus, applying directly shows your enthusiasm for the role and gives us a chance to see your application in the best light possible.
We think you need these skills to ace Portfolio & Value Creation Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Portfolio & Value Creation Lead. Highlight your experience in venture capital, portfolio management, and any relevant tech sectors. We want to see how your background aligns with our mission-driven approach!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about working with founders and boards in the Fin-tech and Health-tech space. Share specific examples of how you've driven value creation in previous roles.
Showcase Your Data Skills: Since this role involves a lot of analysis and reporting, make sure to highlight your data-driven decision-making skills. We love candidates who can demonstrate their ability to track performance and provide insights that lead to strategic growth.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, we can't wait to hear from you!
How to prepare for a job interview at Agora Talent
✨Know Your Numbers
Make sure you’re well-versed in the financial metrics and performance indicators relevant to portfolio management. Brush up on key concepts like liquidity planning and exit readiness, as these will likely come up during your chat.
✨Engage with Real Examples
Prepare to discuss specific instances where you've contributed to board discussions or improved operational excellence. Sharing concrete examples will demonstrate your experience and ability to add value to the role.
✨Showcase Your Strategic Mindset
Be ready to talk about how you’ve driven strategic initiatives in previous roles. Highlight any cross-portfolio projects you’ve led, especially those involving data or technology, as this aligns perfectly with what they’re looking for.
✨Communicate with Confidence
Practice articulating your thoughts clearly and confidently. Since this role involves engaging with senior stakeholders, being an excellent communicator is crucial. Consider mock interviews to refine your delivery and ensure you come across as credible and engaging.