Portfolio Director

2 days ago

Bristol, United Kingdom BGF Ireland Full time

Job title: Portfolio

Department: Investment

Role type: Permanent

Primary Location: Bristol

About us:

BGF has built the world’s most active growth capital investment platform, established to help growing SMEs across the UK. Since raising £2.5bn in 2011, we have backed more than 430 businesses and 42,000 jobs, investing over £2.8bn of patient capital.

With over 180 talented staff operating from a network of 16 offices, we invest at all stages of growth, from early to quoted, and across all industries.

Role summary:

The Portfolio Director will be directly responsible for managing a defined set of investments, taking board seat positions on behalf of BGF. The Portfolio Director will also support the wider Growth team in the management of other portfolio companies. The objective is to ensure that each portfolio company delivers an appropriate level of performance over the period of BGF's investment.

Key responsibilities:

  1. Develop and maintain an ongoing understanding of the key market, financial, commercial, operational, legal, regulatory and compliance issues facing each portfolio business to gain a sufficient understanding of the opportunities the business is pursuing and the critical issues the business is tackling.
  2. Develop good working relationships with the board of each business, working closely with Non-Executive Chairs together with the CEO and CFO, representatives from other investors, and where relevant any other member of the Senior Management Team.
  3. Assist portfolio companies in delivering their plans and maximising value, providing support and challenge to the executive team. Where appropriate, assisting the board of the portfolio company with management change and recruitment.
  4. Structure and negotiate follow-on investments, preparing and presenting investment papers to BGF’s Investment Committee. Negotiate legal documentation with the assistance of external lawyers to complete such investments.
  5. Help portfolio companies prepare for exit, via trade sale, IPO or refinancing, ensuring that BGF has the opportunity to optimise its exit timing and value. Manage exit processes through to a successful conclusion.
  6. Provide internal reporting within BGF on the performance of portfolio companies, periodic valuations, and value forecasting exercises.
  7. Look for opportunities to share knowledge/insight across BGF’s wider portfolio.

Key skills & experience:

  1. 8+ years’ experience working within a value creation or portfolio team at fund level, including taking board seats in portfolio companies, or within corporate finance or restructuring advisory.
  2. An excellent academic track record. It is desirable to hold an advanced professional qualification e.g. ACA, CFA or equivalent; however, this is not an essential requirement.
  3. Experience of effective liaison with multiple stakeholders including institutional shareholders and financing partners, including with more challenging situations.
  4. Demonstrated ability to influence management teams and stakeholders to drive value creation.
  5. Strong relationship development skills with ability to work across different businesses and cultures.
  6. Sound business and commercial judgement.
  7. A deep interest in UK business and the UK entrepreneur/SME sector.
  8. Strong interpersonal skills with an ability to work effectively in a small team environment.

Equity, Diversity & Inclusion:

BGF is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their gender, ethnicity, disability, religion/belief, sexual orientation, age, nationality or socio-economic background. As part of the application process, you will be asked to provide personal information related to diversity and inclusiveness. The information you provide is kept completely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment processes and implement the necessary interventions that promote greater equity, diversity, and inclusion.

#J-18808-Ljbffr

  • Portfolio Director

    1 week ago

    Bristol, United Kingdom Coyne & Associates Full time

    Company Leading mid market private equity house now seeks to appoint a Portfolio Director to its South West team.Its commitment to backing mid-market businesses from across the economy has helped create one of the most diverse and exciting portfolios in private equity and as such, this represents a compelling and exciting opportunity for a Portfolio...

  • Portfolio Director

    4 days ago

    Bristol, United Kingdom Coyne & Associates Full time

    Company Leading mid market private equity house now seeks to appoint a Portfolio Director to its South West team. Its commitment to backing mid-market businesses from across the economy has helped create one of the most diverse and exciting portfolios in private equity and as such, this represents a compelling and exciting opportunity for a Portfolio...

  • Portfolio Director

    2 days ago

    Bristol, United Kingdom Coyne & Associates Full time

    Company Leading mid market private equity house now seeks to appoint a Portfolio Director to its South West team. Its commitment to backing mid-market businesses from across the economy has helped create one of the most diverse and exciting portfolios in private equity and as such, this represents a compelling and exciting opportunity for a Portfolio...

  • Portfolio Director

    3 weeks ago

    Bristol, Bristol, United Kingdom Coyne & Associates Full time

    Coyne & Associates A leading mid-market private equity house seeks a Portfolio Director to join its South West team. The successful candidate will play a pivotal role in driving value creation and market-leading performance across the fund's portfolio, guiding investee management teams towards success. Key responsibilities include monitoring growth metrics...

  • Experienced Portfolio Finance Director

    4 weeks ago

    Bristol, Bristol, United Kingdom Evoke Management Full time

    Company Overview:Evoke Management is a leading provider of financial services to small and medium-sized enterprises (SMEs) in the Bristol area.We are seeking an experienced Portfolio Finance Director to join our team, working on a part-time basis with a variety of clients.This is an excellent opportunity for a seasoned finance professional who is looking for...

  • Portfolio Director

    1 week ago

    Bristol, United Kingdom Bgf Ireland Full time

    Job title: PortfolioDepartment: InvestmentRole type: PermanentPrimary Location: BristolAbout us: BGF has built the world's most active growth capital investment platform, established to help growing SMEs across the UK. Since raising £2.5bn in 2011, we have backed more than 430 businesses and 42,000 jobs, investing over £2.8bn of patient capital.With over...

  • Property Portfolio Director

    3 weeks ago

    Bristol, Bristol, United Kingdom Retail Human Resources plc Full time

    Company Overview:Retail Human Resources plc is a leading retailer with a portfolio of over 700 trading stores. Our business strategy focuses on growth and expansion, making this an exciting time to join our Property department.About the Role:We are seeking a highly experienced Property Portfolio Director to lead and develop our Estates Management team. As a...

  • Portfolio Director

    4 days ago

    Bristol, United Kingdom BGF Ireland Full time

    Job title: Portfolio Department: Investment Role type: Permanent Primary Location: Bristol About us: BGF has built the world’s most active growth capital investment platform, established to help growing SMEs across the UK. Since raising £2.5bn in 2011, we have backed more than 430 businesses and 42,000 jobs, investing over £2.8bn of patient...

  • Strategic Portfolio Director

    3 weeks ago

    Bristol, Bristol, United Kingdom Cabinet Office Full time

    Job Description:The Cabinet Office seeks an experienced Strategic Portfolio Director to join its Corporate Services team. This is a challenging role that requires strong leadership and project management skills.Company Overview:The Cabinet Office is responsible for ensuring the effective use of resources across government departments. As a key member of our...

  • Retail Portfolio Pricing Director

    6 months ago

    Bristol, United Kingdom LV= General Insurance Full time

    **Role Description** Allianz Personal have an exciting opportunity for a Portfolio Pricing Director to join the team covering our Retail brands (LV= and Allianz) and Partnerships. **About you** The Portfolio Pricing Director - Retail will lead the team responsible for setting the retail prices for the customers of some of the biggest brands in UK Personal...

  • Tax Director Role: Portfolio Manager

    3 weeks ago

    Bristol, Bristol, United Kingdom Michael Page Full time

    About the JobMicahel Page is looking for a Tax Director to join their team as a Portfolio Manager. This is an exciting opportunity for a tax professional to manage a varied portfolio of compliance and advisory work, as well as leading a dynamic tax team.The ideal candidate will have a proven track record of delivering high-quality tax advisory services, with...

  • Portfolio Manager

    3 months ago

    Bristol, United Kingdom Cabinet Office Full time

    Job summaryThe Directorate�The Strategy, Finance and Performance (SFP) Directorate sits within Cabinet Office Corporate Services. The main focus of SFP is to ensure that the Cabinet Office gets the best return on its investment and meets commercial, regulatory and functional standards and is fiscally responsible. Working for the SFP directorate, you will...

  • Trust Portfolio Manager

    7 days ago

    Bristol, Bristol, United Kingdom Michelmores Careers Full time

    Job SummaryWe are seeking an experienced Trust Manager to join our award-winning Tax, Trusts and Succession team.The successful candidate will be responsible for supporting the Trust Director, Partners, and other team members in managing a portfolio of trusts.

  • Customer and Corporate Portfolio Lead

    8 months ago

    Bristol, United Kingdom National Highways Full time

    **Your new role** We have a fantastic opportunity for a Portfolio Lead, to join our growing Digital Services directorate in Bristol or Guildford. As a Portfolio Lead within the Business Partnering Team, you’ll be accountable for strategic planning, overseeing the co-development and delivery of Strategic Roadmaps and building out a demand pipeline for the...

  • Academic Portfolio Manager

    4 days ago

    Bristol, United Kingdom BGF Ireland Full time

    Investment Permanent BGF has built the world’s most active growth capital investment platform, established to help growing SMEs across the UK. With over 180 talented staff operating from a network of 16 offices, we invest at all stages of growth, from early to quoted, and across all industries. The Portfolio Director will be directly responsible for...

  • Client Portfolio Director

    3 weeks ago

    Bristol, Bristol, United Kingdom Michael Page Full time

    A forward-thinking accountancy practice in Bristol is searching for a Client Manager to join their dynamic team.About the Job:As a key member of the firm's client delivery team, you will lead and manage the delivery of accounts, tax, and wider services to clients across various industry sectors.You will be responsible for overseeing the delivery of year-end...

  • Strategic Portfolio Growth Specialist

    3 weeks ago

    Bristol, Bristol, United Kingdom PER, Private Equity Recruitment Full time

    About our clientWe're working with one of the UK's leading SME investors, seeking to expand its portfolio team. As a key member, you'll collaborate closely with dynamic growth businesses and entrepreneurs, supporting them throughout their time in the portfolio.Key responsibilities:Board seat representation for various portfolio companiesLiaise regularly with...

  • Strategic Portfolio Manager

    3 weeks ago

    Bristol, Bristol, United Kingdom PER, Private Equity Recruitment Full time

    About the RoleWe are seeking an experienced Strategic Portfolio Manager to join our team at PER, Private Equity Recruitment.Job DescriptionBoard Seat Responsibility: This role involves sitting on the boards of multiple portfolio companies, working closely with CEOs and business owners as a trusted strategic advisor.Liaising with Management Teams: You will...

  • Head of Portfolio Management Office

    6 months ago

    Bristol, United Kingdom West of England Combined Authority Full time

    **Job Introduction**: This is an exciting time to join the West of England Combined Authority. We are seeking to appoint a Head of Portfolio Management the PMO in the Infrastructure Directorate. The PMO, that this position will lead, provides the framework, oversight and the necessary controls across 7 programmes with a total value in excess of £800m. This...

  • Software Portfolio Director

    4 weeks ago

    Bristol, Bristol, United Kingdom Oxford Instruments Plc Full time

    At Oxford Instruments Plc, we develop cutting-edge tools for the engineering of micro- and nano-structures.We have an exciting opportunity for a skilled Software Manager to join our team in Severn Beach, Bristol.The successful candidate will lead a team of software engineers in developing control systems, GUI, advanced analytics, and overall management of...