Portfolio Manager in England

Portfolio Manager in England

England Full-Time 75000 - 110000 £ / year (est.) No home office possible
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Harmonic Executive™ | Certified B Corp

At a Glance

  • Tasks: Analyse and present data to inform investment decisions and manage portfolio valuations.
  • Company: Join a leading venture capital firm with a strong commitment to innovation.
  • Benefits: Competitive salary, bonus potential, and a robust benefits package.
  • Why this job: Make an impact in the world of venture capital and grow your career.
  • Qualifications: Advanced Excel and SQL skills, with a knack for clear communication.
  • Other info: Opportunity for international travel and career progression to senior roles.

The predicted salary is between 75000 - 110000 £ per year.

Harmonic Executive are proud to be partnering with one of the world’s leading venture capital firms. Investing from seed through to IPO, they have backed some of the world’s most recognisable brands.

This is a pivotal role that brings together the firm’s investment teams, portfolio companies, and external fund investors. This role is to be primarily based in London (Marylebone) with semi‑regular international travel to Europe & the US.

Core Responsibilities
  • Engage directly with portfolio companies to gather, analyse and present data that informs investment decisions, including investment valuations as well as ongoing suitability.
  • Manage the existing portfolio, ensuring valuations remain accurate and current, whilst forecasting potential returns, the probability of future IPOs and expected pricing outcomes.
  • Oversee and refine portfolio monitoring tools and data management systems to ensure high quality reporting for both internal stakeholders and for fund investors to track their investments.
Technical & Personal Skills
  • Demonstrate an advanced proficiency in Excel, including financial modelling, pivot tables, advanced formulas and VBA.
  • Bring strong SQL capability, with experience extracting and transforming data efficiently.
  • Have the ability to distil complex information and deliver clear, actionable insights.
  • Possess a strong understanding of value‑creation strategies within venture capital and private equity.
  • Have a broad awareness of key industry sectors and the drivers that influence their performance.
  • Understand a range of business models, including SaaS and service‑led models.
  • Communicate with clarity, precision and emotional intelligence, both in writing and in person.
  • Confidently explain analytical concepts to non‑technical stakeholders.
  • Build strong relationships and manage stakeholders effectively across teams and seniority levels.
Your Progression

Increasing involvement in the analysis of new investment opportunities and evaluation of emerging market opportunities alongside General Partners. Strong performance could lead to progression into a ‘Head of’ role and, in time, Director of the global function.

Package:

£90,000 - £130,000 (flexible depending on experience) + bonus (20-30%) + strong benefits package.

Location:

London, with semi‑regular international travel expected (EU & US).

Interest in this opportunity is expected to be very high. If you would like to learn more, please click apply and a member of our executive search team will be in touch to discuss your experience and the role in greater detail.

Portfolio Manager in England employer: Harmonic Executive™ | Certified B Corp

Harmonic Executive™ is an exceptional employer, offering a dynamic work environment at the forefront of venture capital in the vibrant Marylebone area of London. With a strong commitment to employee growth, you will have opportunities to engage directly with portfolio companies and enhance your analytical skills, while enjoying a competitive salary and comprehensive benefits package. The culture fosters collaboration and innovation, making it an ideal place for professionals eager to make a meaningful impact in the investment landscape.
Harmonic Executive™ | Certified B Corp

Contact Detail:

Harmonic Executive™ | Certified B Corp Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Manager in England

Network Like a Pro

Get out there and connect with people in the venture capital scene! Attend industry events, webinars, or even local meetups. The more you engage, the better your chances of landing that Portfolio Manager role.

Show Off Your Skills

When you get the chance to chat with recruiters or potential employers, don’t hold back! Share specific examples of how you've used Excel and SQL to drive results. They want to see your expertise in action!

Ask Smart Questions

During interviews, come prepared with insightful questions about the firm’s investment strategies and portfolio management. This shows you're genuinely interested and have done your homework, which can set you apart from other candidates.

Apply Through Our Website

Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about the opportunity.

We think you need these skills to ace Portfolio Manager in England

Advanced Excel Proficiency
Financial Modelling
Pivot Tables
VBA
SQL Capability
Data Extraction and Transformation
Analytical Skills
Investment Valuation
Portfolio Management
Value-Creation Strategies
Understanding of SaaS and Service-Led Models
Clear Communication
Emotional Intelligence
Stakeholder Management
Relationship Building

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience with data analysis, financial modelling, and any relevant venture capital or private equity work. 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 your background makes you a great fit for this role. Don’t forget to mention your understanding of value-creation strategies!

Showcase Your Technical Skills: Since this role requires advanced Excel and SQL skills, make sure to highlight these in your application. If you have examples of how you've used these tools to drive insights or decisions, share them with us!

Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!

How to prepare for a job interview at Harmonic Executive™ | Certified B Corp

Know Your Numbers

As a Portfolio Manager, you'll need to demonstrate your advanced proficiency in Excel and SQL. Brush up on financial modelling, pivot tables, and data extraction techniques. Be ready to discuss specific examples of how you've used these skills to inform investment decisions.

Understand the Market

Familiarise yourself with key industry sectors relevant to venture capital and private equity. Research current trends and drivers that influence performance. This knowledge will help you articulate actionable insights during the interview and show that you're genuinely interested in the role.

Communicate Clearly

Practice explaining complex analytical concepts in simple terms. You’ll need to communicate effectively with both technical and non-technical stakeholders. Consider preparing a few scenarios where you've successfully conveyed intricate information to diverse audiences.

Build Relationships

Highlight your experience in managing stakeholders across different teams and seniority levels. Think of examples where you've built strong relationships that led to successful outcomes. This will showcase your emotional intelligence and ability to collaborate effectively in a high-stakes environment.

Portfolio Manager in England
Harmonic Executive™ | Certified B Corp
Location: England
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