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- 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.
- Benefits: Enjoy flexible working, competitive salary, annual bonuses, and private healthcare.
- Why this job: Be part of a collaborative team focused on growth and long-term career development.
- Qualifications: Requires 10 years' experience in finance/accounting and a recognised accounting qualification.
- Other info: Hybrid working options available to support work-life balance.
The predicted salary is between 45000 - 55000 £ per year.
Join Clarendon Fund Managers, a B Corp-certified venture capital firm based in Belfast, as a Portfolio and Finance Manager. 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.
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.
- Monitoring and analysing performance metrics, KPIs, and valuations across portfolio companies.
- 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.
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) is necessary. High proficiency in Excel and financial reporting systems is essential. Experience in venture capital, private equity, or fund administration is a plus.
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, and a collaborative, growth-focused workplace with long-term career development opportunities.
Location: Belfast (Flexible/Hybrid working supported)
Contact Detail:
Clarendon Fund Managers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Head of Finance
✨Tip Number 1
Network with professionals in the venture capital and fund finance sectors. Attend industry events, webinars, or local meetups in Belfast to connect with potential colleagues and learn more about the company culture at Clarendon Fund Managers.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in fund finance and portfolio management. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in this dynamic field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed financial operations or improved reporting processes in previous roles. Highlighting your hands-on experience will show that you're ready to take on the responsibilities of the Portfolio and Finance Manager.
✨Tip Number 4
Research Clarendon Fund Managers thoroughly. Understand their portfolio, values, and recent developments. Tailoring your conversation to reflect your knowledge about the firm can make a strong impression during interviews.
We think you need these skills to ace Portfolio Head of Finance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, accounting, and fund services. Emphasise any specific roles or projects that align with the responsibilities of the Portfolio and Finance Manager position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the venture capital landscape and your passion for fund finance. Mention how your skills and experiences make you a perfect fit for Clarendon Fund Managers.
Highlight Relevant Qualifications: Clearly state your accounting qualifications (ACCA, CIMA, ACA, or equivalent) in your application. If you have experience with financial reporting systems or Excel, be sure to mention this as well.
Showcase Your Analytical Skills: In your application, provide examples of how you've monitored and analysed performance metrics or KPIs in previous roles. This will demonstrate your ability to handle the analytical aspects of the Portfolio and Finance Manager role.
How to prepare for a job interview at Clarendon Fund Managers
✨Showcase Your Financial Acumen
Make sure to highlight your experience in accounting and finance, especially if you have worked in fund services or venture capital. Be prepared to discuss specific metrics and KPIs you've monitored in previous roles.
✨Demonstrate Your Excel Skills
Since high proficiency in Excel is crucial for this role, be ready to talk about how you've used Excel in your past positions. If possible, mention any advanced functions or financial models you've created.
✨Understand the Company’s Values
Clarendon Fund Managers is a B Corp-certified firm, so it’s important to understand their commitment to social and environmental performance. Be prepared to discuss how your values align with theirs and how you can contribute to their mission.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think of examples where you've successfully managed compliance issues or improved financial operations, as these will demonstrate your capability for the role.
