Portfolio & Finance Manager

Portfolio & Finance Manager

Belfast Full-Time 39000 - 52000 £ / 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 family leave.
  • Why this job: Be part of a collaborative culture focused on impact and excellence with long-term career growth.
  • Qualifications: Requires 10 years in finance/accounting, 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 - 52000 £ 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.

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

Familiarise yourself with the venture capital landscape in Northern Ireland. Understanding the local market and key players can give you an edge during interviews, as it shows your commitment to the role and the region.

✨Tip Number 2

Network with professionals in the finance and venture capital sectors. Attend industry events or webinars to connect with potential colleagues or mentors who can provide insights into the role and the company culture at Clarendon Fund Managers.

✨Tip Number 3

Brush up on your Excel skills, especially in financial modelling and reporting. Being able to demonstrate your proficiency in these areas during discussions can significantly boost your chances of landing the job.

✨Tip Number 4

Prepare thoughtful questions about the company's portfolio and their approach to fund management. This not only shows your interest in the role but also your proactive attitude towards understanding their operations.

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

Financial Analysis
Performance Metrics Monitoring
Valuation Techniques
Fund Accounting
Investor Relations
Regulatory Compliance (FCA)
Management Accounting
Data Management
Stakeholder Engagement
Excel Proficiency
Financial Reporting Systems
Organisational Skills
Project Management
Venture Capital Knowledge
Private Equity Experience

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 accounting qualifications.

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 provide examples of your organisational skills.

Highlight Relevant Experience: When detailing your work history, focus on achievements that demonstrate your ability to monitor performance metrics, support valuation cycles, and liaise with stakeholders like auditors and investors.

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

Research Clarendon Fund Managers thoroughly. Understand their mission, values, and recent activities. This will not only help you tailor your answers but also show your genuine interest in the role and the company.

✨Prepare Questions for Them

Interviews are a two-way street. Prepare insightful questions about the company's culture, growth opportunities, and expectations for the role. This shows that you're engaged and serious about finding a good fit for both parties.

C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>