Portfolio Investment Manager in Glasgow
Portfolio Investment Manager

Portfolio Investment Manager in Glasgow

Glasgow Full-Time 60000 - 80000 £ / year (est.) No home office possible
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Finatal

At a Glance

  • Tasks: Manage and scale high-growth businesses while monitoring performance and advising Boards.
  • Company: Established venture capital firm with a focus on innovation and growth.
  • Benefits: Attractive salary, carried interest, and opportunities for professional development.
  • Other info: Opportunity to mentor junior team members and build valuable networks.
  • Why this job: Join a dynamic team making impactful investments in the East Midlands.
  • Qualifications: 2-5 years in venture capital or private equity with strong financial analysis skills.

The predicted salary is between 60000 - 80000 £ per year.

Finatal is working with a well-established venture capital firm to hire a Portfolio Investment Manager. This is an exciting opportunity to join a highly active investor focused on scaling high-growth businesses across a variety of sectors.

The role will focus on proactive portfolio management, funding and scaling of innovative high-growth businesses across the East Midlands region.

Responsibilities:

  • Act as Board Observer/NED, monitoring performance against KPIs and business plans
  • Assess performance and funding needs, mitigating cash risks
  • Review management accounts and ensure compliance with investment agreements
  • Support strong governance and advise Boards on strategy and effectiveness
  • Monitor delivery of value creation plans, challenging where needed
  • Prepare and present investment papers to Investment Committee
  • Support deal execution, follow-ons, syndication, and exits
  • Identify exit opportunities and help deliver agreed strategies
  • Deliver regular portfolio reporting to senior stakeholders
  • Ensure regulatory and compliance requirements are met
  • Maintain accurate CRM records and manage conflicts of interest
  • Build networks to support deal flow and fundraising
  • Maintain relationships with introducers and co-investors
  • Track market trends and identify new opportunities
  • Support and mentor junior team members
  • Promote best practice and responsible investing across the portfolio

Requirements:

  • 2–5 years’ experience in venture capital, private equity, or similar
  • Strong understanding of the UK early-stage investment landscape
  • Experience working with Boards and senior stakeholders
  • Proven ability to manage multiple investments/projects
  • Strong financial analysis and modelling skills
  • Experience preparing and presenting investment papers
  • Track record of portfolio monitoring and reporting
  • Understanding of regulatory/compliance environments
  • Advanced Excel and strong Microsoft Office skills
  • Strong communication and interpersonal skills
  • Good academic background (relevant degree preferred)
  • Willingness to travel across the UK
  • Right to work in the UK

Portfolio Investment Manager in Glasgow employer: Finatal

Finatal is an exceptional employer, offering a dynamic work environment where innovation and growth are at the forefront. With a strong focus on employee development, team members benefit from mentorship opportunities and the chance to engage with high-growth businesses across the East Midlands. The company's commitment to responsible investing and strong governance ensures that employees are part of a meaningful mission, making it an attractive place for those seeking rewarding careers in venture capital.
Finatal

Contact Detail:

Finatal Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Investment Manager in Glasgow

✨Network Like a Pro

Get out there and connect with people in the venture capital scene! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.

✨Showcase Your Expertise

When you get the chance to chat with someone from the firm, make sure to highlight your experience in portfolio management and your understanding of the UK investment landscape. Share specific examples of how you've successfully managed investments or supported businesses in scaling up.

✨Prepare for Interviews

Do your homework on the firm and its portfolio companies before any interview. Be ready to discuss how you can add value as a Portfolio Investment Manager, especially in terms of monitoring performance and advising Boards. Tailor your answers to reflect their specific needs and challenges.

✨Apply Through Our Website

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team and are proactive about your job search.

We think you need these skills to ace Portfolio Investment Manager in Glasgow

Portfolio Management
KPI Monitoring
Financial Analysis
Investment Strategy
Governance Advisory
Regulatory Compliance
CRM Management
Market Trend Analysis
Stakeholder Communication
Presentation Skills
Networking
Mentoring
Excel Proficiency
Microsoft Office Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Portfolio Investment Manager role. Highlight your experience in venture capital and any relevant projects you've managed. We want to see how your skills align with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about venture capital and how you can contribute to our team. Keep it concise but impactful – we love a good story!

Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just responsibilities. Use numbers and examples to demonstrate how you've successfully managed investments or improved performance. We appreciate a results-driven mindset!

Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes directly to us. Plus, we love seeing candidates who take that extra step!

How to prepare for a job interview at Finatal

✨Know Your Numbers

As a Portfolio Investment Manager, you'll need to demonstrate strong financial analysis skills. Brush up on your financial modelling and be ready to discuss specific metrics or KPIs relevant to the role. Prepare examples of how you've used data to drive investment decisions in the past.

✨Understand the Landscape

Familiarise yourself with the UK early-stage investment landscape. Research recent trends, successful ventures, and key players in the market. This knowledge will not only impress your interviewers but also help you articulate how you can add value to their portfolio.

✨Showcase Your Communication Skills

You'll be working closely with Boards and senior stakeholders, so it's crucial to demonstrate your communication prowess. Prepare to discuss how you've effectively presented investment papers or reports in the past, and be ready to engage in discussions about strategy and governance.

✨Build Rapport

Networking is key in venture capital. During your interview, focus on building rapport with your interviewers. Ask insightful questions about their current portfolio and express genuine interest in their investment philosophy. This will show that you're not just looking for a job, but are keen to contribute to their success.

Portfolio Investment Manager in Glasgow
Finatal
Location: Glasgow
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