Portfolio & Value Creation Lead
Portfolio & Value Creation Lead

Portfolio & Value Creation Lead

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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Agora Talent

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 36000 - 60000 £ 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

Join a leading Fin-tech and Health-tech investor that champions high-potential, mission-driven businesses across Europe. As a Portfolio & Value Creation Lead, you will thrive in a collaborative, values-driven culture that prioritises employee growth and offers direct engagement with founders and boards, paving the way for a future investment role as the fund expands. With a focus on innovation and strategic initiatives, this role provides a unique opportunity to make a meaningful impact in a dynamic environment.
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. We all know that sometimes it’s not just what you know, but who you know!

✨Tip Number 2

Prepare for those interviews! Research the company and its portfolio companies thoroughly. Understand their mission, values, and recent developments. We want you to walk in feeling confident and ready to discuss how your skills can help shape their strategic direction.

✨Tip Number 3

Showcase your value creation skills! Be ready to share specific examples of how you've improved performance or driven growth in previous roles. We’re looking for tangible results that demonstrate your ability to partner with founders and CFOs effectively.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive and engaged with our process. Let’s get you on board!

We think you need these skills to ace Portfolio & Value Creation Lead

Portfolio Management
Liquidity Planning
Financial Analysis
Performance Tracking
Strategic Assessment
Board Engagement
Operational Excellence
Data-Driven Decision Making
Communication Skills
Stakeholder Engagement
Scenario Modelling
Governance
Investment Support
Cross-Portfolio Project Management

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 mindset. Whether it's through past projects or specific tools you've used, we want to know how you leverage data to inform decisions and drive performance.

Apply Through Our Website: We encourage you to apply directly through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows us you’re keen on joining our collaborative culture!

How to prepare for a job interview at Agora Talent

✨Know Your Portfolio Inside Out

Before the interview, dive deep into the portfolio companies of the firm. Understand their financial health, growth trajectories, and any recent news. This will not only show your genuine interest but also allow you to engage in meaningful discussions about how you can contribute to their success.

✨Master Liquidity Management Concepts

Brush up on liquidity management principles and be ready to discuss how you would oversee fund cashflows and capital planning. Prepare examples from your past experiences where you've successfully managed liquidity or capital strategies, as this will demonstrate your capability for the role.

✨Engage with Board Dynamics

Since this role involves board engagement, think about your previous experiences working with boards or executive teams. Be prepared to share specific instances where you contributed to strategic discussions or decision-making processes, showcasing your ability to communicate effectively with senior stakeholders.

✨Showcase Your Data-Driven Mindset

As a Portfolio & Value Creation Lead, being commercially sharp and data-driven is crucial. Bring along examples of how you've used data analysis to drive insights or improve performance in previous roles. This will highlight your analytical skills and your fit for a role that requires strategic assessment and scenario modelling.

Portfolio & Value Creation Lead
Agora Talent
Location: London
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