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For Companies 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 focus on innovation and impact.
- Benefits: Competitive salary, bonus potential, and strong benefits package.
- Why this job: Be at the forefront of venture investing and make a real difference in the industry.
- Qualifications: Advanced Excel and SQL skills, with a knack for clear communication and relationship building.
- Other info: Exciting career progression opportunities and international travel to Europe and the US.
The predicted salary is between 78000 - 110000 £ per year.
Ready to operate at the intersection of data, strategy and world‑class venture investing? 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.
Administrative Details
- Seniority level: Mid‑Senior level
- Employment type: Full‑time
- Job function: Finance
- Industries: Venture Capital and Private Equity Principals, Investment Banking, and Financial Services
Portfolio Manager employer: 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
✨Tip Number 1
Network like a pro! Reach out to people in the venture capital and private equity space. Attend industry events, webinars, or even local meetups. The more connections we make, the better our chances of landing that Portfolio Manager role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your financial modelling, data analysis, and valuation work. We want to demonstrate our advanced Excel and SQL capabilities, so potential employers can see exactly what we bring to the table.
✨Tip Number 3
Practice makes perfect! Get ready for those interviews by rehearsing common questions related to portfolio management and investment strategies. We should be able to explain complex concepts clearly and confidently to non-technical stakeholders.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can tailor our applications to highlight how our skills align with the specific needs of the role at Harmonic Executive.
We think you need these skills to ace Portfolio Manager
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 this role and how your background makes you a perfect fit. Don’t forget to mention your understanding of value-creation strategies and your ability to communicate complex ideas clearly.
Showcase Your Technical Skills: Since this role requires advanced Excel and SQL skills, make sure to highlight these in your application. If you've worked on financial models or data management systems, give us the details! We love seeing concrete examples of your technical prowess.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
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 your insights during the interview and show that you're proactive about understanding the landscape.
✨Communicate Clearly
Practice explaining complex analytical concepts in simple terms. You’ll likely encounter non-technical stakeholders, so being able to distil information clearly is crucial. Consider role-playing with a friend to refine your communication style and ensure you convey your ideas effectively.
✨Build Relationships
Demonstrate your ability to manage stakeholders across different teams and seniority levels. Think of examples from your past experiences where you successfully built relationships or navigated challenging conversations. This will showcase your emotional intelligence and collaborative spirit, which are key for this role.