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 strong understanding of venture capital strategies.
- Other info: Opportunity for career progression into senior leadership roles.
The predicted salary is between 78000 - 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.
- 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.
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 in London employer: Harmonic ExecutiveTM | Certified B Corp
Contact Detail:
Harmonic ExecutiveTM | Certified B Corp Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager in London
✨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! Prepare a portfolio showcasing your financial modelling, SQL expertise, and any relevant projects. This will help us demonstrate our capabilities beyond just a CV when we get the chance to chat with recruiters.
✨Tip Number 3
Practice makes perfect! Get comfortable discussing complex analytical concepts in simple terms. We want to be able to explain our insights clearly to non-technical stakeholders during interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure our application gets noticed. Plus, it shows we’re genuinely interested in the role and the company. Let’s make that first impression count!
We think you need these skills to ace Portfolio Manager in London
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 showcase these in your application. If you've worked on financial models or data management systems, let us know! We love seeing candidates who can hit the ground running.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Harmonic ExecutiveTM | 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 how you've used these skills in past roles 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, showing that you can distil complex information effectively.
✨Communicate with Clarity
Practice explaining analytical concepts in simple terms. You’ll likely encounter non-technical stakeholders, so being able to communicate clearly and with emotional intelligence is crucial. Consider role-playing with a friend to refine your delivery and ensure you come across as confident and approachable.
✨Build Relationships
Demonstrate your ability to manage stakeholders effectively across different teams and seniority levels. Think of examples from your past experiences where you successfully built relationships or navigated challenging conversations. This will show that you’re not just a numbers person but also a team player.