At a Glance
- Tasks: Lead complex fund finance projects and advise private market fund managers on financing strategies.
- Company: Top independent advisory firm in fund finance with a strong reputation.
- Benefits: Competitive salary, professional development, and the chance to work with industry leaders.
- Other info: Join a dynamic team and play a key role in a growing entrepreneurial business.
- Why this job: Shape the future of fund finance while building relationships with top investment managers.
- Qualifications: 8-12+ years in fund finance or related fields, strong analytical skills, and client relationship expertise.
The predicted salary is between 80000 - 100000 £ per year.
Principal – Fund Finance & Strategic Advisory
We are a leading independent advisory firm specialising in fund finance and strategic capital solutions for private markets.
We advise leading private equity, private credit, infrastructure and real estate managers on the structuring, sourcing and execution of financing solutions that support fund operations, portfolio growth and long-term strategic objectives.
Our independence, deep market expertise and extensive lender relationships enable us to deliver objective advice across subscription finance, NAV finance, hybrid facilities, GP financing and bespoke capital solutions.
Having advised on more than $50 billion of transactions, we are recognised as one of the leading independent advisers in the global fund finance market.
This is a senior client-facing role for an entrepreneurial professional who combines strong technical expertise with commercial judgement and relationship-building skills.
You will lead complex advisory mandates, develop trusted relationships with fund managers and lenders, originate new business opportunities and help shape the continued growth of the firm.
Working directly alongside the firm's leadership, you will play an integral role in delivering strategic advice to some of the world's leading alternative investment managers.
Lead complex fund finance and strategic advisory mandates from origination through execution.
Advise private market fund managers on financing strategy across subscription, NAV, hybrid and bespoke structures.
Manage lender selection processes, market soundings and competitive financing exercises.
Structure innovative financing solutions tailored to client objectives.
Build and maintain trusted relationships with fund managers, lenders, legal advisers and other stakeholders.
Lead commercial negotiations and coordinate successful transaction execution.
8–12+ years' experience in fund finance, debt advisory, leveraged finance or financial sponsors.
~ Strong execution experience across subscription facilities, NAV finance or related products.
~ Proven ability to manage complex financing transactions.
~ Excellent commercial judgement and client relationship skills.
~ Established network across fund managers, banks and institutional lenders.
~ Strong analytical and financial modelling capabilities.
~ Experience advising alternative asset managers.
CFA, ACA, CAIA or equivalent professional qualification.
Additional European language skills.
Joining our firm means becoming part of a highly entrepreneurial, specialist advisory business with a reputation as one of the leading independent advisers in the global fund finance market.
You will work directly with senior decision-makers, advise leading alternative investment managers and play a meaningful role in shaping the future growth of the business.
Portfolio Finance Manager in London employer: Orla Rose Associates
Orla Rose Associates is an exceptional employer that values relationship-building and client satisfaction within the dynamic Private Markets sector. With a strong emphasis on collaboration, our work culture fosters innovation and personal growth, offering employees ample opportunities to develop their skills in a supportive environment. Located in a vibrant area, we provide a unique blend of professional development and a fulfilling work-life balance, making us an attractive choice for those seeking meaningful employment.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Finance Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Orla Rose Associates. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Finance Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Orla Rose Associates.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Orla Rose Associates's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Orla Rose Associates
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Orla Rose Associates.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Orla Rose Associates will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Orla Rose Associates employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
