Portfolio Manager

Portfolio Manager

Full-Time 78000 - 110000 £ / year (est.) No home office possible
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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

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 advance into senior roles 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.
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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 finance sectors. 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! Create a portfolio that highlights your financial modelling and data analysis expertise. Use real-world examples to demonstrate how you've made an impact in previous roles. This will help us stand out when applying through our website.

Tip Number 3

Prepare for interviews by brushing up on your knowledge of key industry sectors. Be ready to discuss trends and drivers that influence performance in venture capital. We want to show that we’re not just qualified, but also passionate about the field!

Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way. It shows our enthusiasm for the role and keeps us fresh in the interviewer's mind. Let’s make sure they remember us for all the right reasons!

We think you need these skills to ace Portfolio Manager

Advanced Excel Proficiency
Financial Modelling
Pivot Tables
VBA
SQL Capability
Data Extraction and Transformation
Analytical Skills
Investment Valuation
Portfolio Management
Stakeholder Management
Communication Skills
Emotional Intelligence
Understanding of Value-Creation Strategies
Knowledge of Business Models (SaaS and Service-led)
Industry Awareness

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 include specific examples of how you've used these tools in your previous roles. We love seeing real-world applications of your technical expertise!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

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 how to extract and transform data efficiently. Be ready to discuss specific examples of how you've used these skills in past roles.

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 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 and how that positively impacted your work. This will showcase your emotional intelligence and ability to collaborate effectively.

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