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 Reading 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 promotes a culture of collaboration and excellence, making it an ideal place for professionals seeking meaningful and rewarding careers in venture capital.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Investment Manager in Reading
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Finatal, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Finatal.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Finatal.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Finatal, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Portfolio Investment Manager in Reading
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Finatal want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Finatal.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Finatal will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Finatal. Numbers speak louder than words!
How to prepare for a job interview at Finatal
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Finatal want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withFinatal.
