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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)
Portfolio Head of Finance employer: Clarendon Fund Managers
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 during interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed financial operations or investor relations in previous roles. Highlighting your relevant experience will show that you're well-equipped for the responsibilities of the Portfolio and Finance Manager position.
✨Tip Number 4
Research Clarendon Fund Managers thoroughly. Understand their portfolio, values as a B Corp-certified firm, and their approach to venture capital. Tailoring your conversation to align with their mission can set you apart from other candidates.
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 any roles related to fund finance or portfolio operations. Be prepared to discuss specific metrics you've monitored and how you've contributed to financial reporting and compliance.
✨Demonstrate Your Analytical Skills
Since the role involves monitoring performance metrics and KPIs, come equipped with examples of how you've successfully analysed data in previous positions. Discuss any tools or methodologies you used to derive insights and improve financial operations.
✨Familiarise Yourself with Venture Capital
If you have experience in venture capital or private equity, be ready to discuss it in detail. If not, do some research on the industry trends and challenges. Showing a genuine interest in the sector can set you apart from other candidates.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company's culture, their approach to fund management, and how they measure success. This shows that you're not only interested in the role but also in how you can contribute to their long-term goals.
