At a Glance
- Tasks: Analyse data and present insights to inform investment decisions in a leading venture capital firm.
- Company: Join a top-tier venture capital firm with a focus on innovation and impact.
- Benefits: Competitive salary, bonus potential, and strong benefits package.
- Other info: Opportunities for career progression into senior leadership roles.
- Why this job: Shape the future of investments and work with iconic brands from seed to IPO.
- Qualifications: Advanced Excel and SQL skills, with a knack for clear communication and relationship building.
The predicted salary is between 90000 - 130000 £ per year.
- Harmonic Executive | Certified B Corp
- Portfolio Valuations Manager
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.
- 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.
- Managing 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 Saa S 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 and Location
- Salary: £90,000 - £130,000 (flexible depending on experience) + bonus (20-30%) + strong benefits package.
- Location: London, with semi-regular international travel expected (EU & US).
- Administrative Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance
- Industries: Venture Capital and Private Equity, Investment Banking, and Financial Services
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Portfolio Manager in City of Westminster employer: Harmonic, Inc.
Harmonic, Inc. is an exceptional employer that fosters a dynamic and innovative work culture in the heart of London. With a strong focus on employee growth and development, team members are empowered to take ownership of their projects while enjoying the flexibility of hybrid working arrangements. Joining our team means being part of a fast-scaling premium brand where your contributions directly impact our success and you can thrive in a supportive environment that values creativity and data-driven decision-making.
