Portfolio Associate

4 weeks ago

Reading Berkshire, United Kingdom Maven Capital Partners Full time

PRIVATE EQUITY PORTFOLIO ASSOCIATE

Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director.

The main purpose of the role is to provide support to the senior portfolio team in driving value creation within the private company investment portfolio by monitoring growth and cash requirements against plan, undertaking analysis, and preparing regular reports for Maven investment committee to review progress. The candidate will also work with the portfolio team in providing support and guidance to investee company management teams, challenging strategy, supporting the delivery of value creation plans and utilising professional network contacts where appropriate, with the overall aim of increasing shareholder value.

The ideal candidate will be a graduate with experience of working in venture capital, private equity, corporate finance, professional services, audit, advisory or banking.

RESPONSIBILITIES

  • Supporting the portfolio management function in attendance at investee company board meetings and meetings with management teams to provide strategic support and constructive challenge.
  • Regular liaison with portfolio companies, ensuring regular provision of information.
  • Assisting in portfolio management of investee business to understand the dynamics of business growth, including analysis of management accounts and board packs.
  • Assist in the production of robust and insightful monthly/quarterly updates and reviews of the individual and consolidated SME business performance within the portfolio. 
  • Updating the fund administration platform with monthly investee company financial performance and quarterly valuations data.
  • Support the production of investment committee proposals for follow-on funding or amendments to the investment terms.
  • The post holder will carry out any other duties as are within the scope, spirit and purpose of the job as requested by the line manager or a member of the leadership team
  • The post holder will comply with and promote all organisation policies, including those relating to Equality and Diversity and Health & Safety.

WHAT YOU NEED TO SUCCEED

  • Minimum of 2 years’ relevant work experience.
  • Analytical skills – numerate with an ability to research new industry sectors, assimilate information quickly and infer appropriate conclusions and recommendations.
  • Competent Excel modelling skills.Clear and professional verbal and written communication style, with strong attention to detail.
  • Team player with an ability to collaborate well with colleagues at all levels.
  • Relationship management skills - an ability to communicate effectively with both internal and external stakeholders.
  • Resilient and resourceful when supporting the portfolio management function in addressing challenging situations with investee businesses.
  • Organisational skills - ability to multi-task, work to and meet deadlines.
  • Business knowledge – understanding of the commercial parameters that businesses operate within and a professional approach in dealing with investee companies.
  • Degree in a relevant numerate discipline.

Desirable:

  • Holds or working towards a professional Accountancy or investment related qualification

WHAT DO WE OFFER

BENEFITS

  • Competitive Salary
  • Group Pension (10% employer contribution)
  • Life Assurance (7 x Salary)
  • 25 days annual leave plus bank holiday
  • Income Protection
  • Health Cash Plan
  • Private Medical Health
  • Company Sick Pay
  • Enhanced Maternity and Paternity Pay
  • Cycle to work scheme
  • Company paid training
  • Retail discounts

  • Portfolio Associate

    2 weeks ago

    Reading, Berkshire, United Kingdom Maven Capital Partners Full time

    PRIVATE EQUITY PORTFOLIO ASSOCIATE If you want to know about the requirements for this role, read on for all the relevant information. Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director. The main purpose of the role is to...

  • Portfolio Associate

    2 weeks ago

    Reading, Berkshire, United Kingdom Maven Capital Partners Full time

    PRIVATE EQUITY PORTFOLIO ASSOCIATE If you want to know about the requirements for this role, read on for all the relevant information. Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director. The main purpose of the role is to...

  • Portfolio Associate

    3 weeks ago

    Reading, Berkshire, United Kingdom Maven Capital Partners Full time

    Job Description PRIVATE EQUITY PORTFOLIO ASSOCIATE Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director. The main purpose of the role is to provide support to the senior portfolio team in driving value creation within the...

  • Portfolio Associate

    3 weeks ago

    Reading, United Kingdom Maven Capital Partners Full time

    PRIVATE EQUITY PORTFOLIO ASSOCIATEIf you want to know about the requirements for this role, read on for all the relevant information.Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director.The main purpose of the role is to provide...

  • Portfolio Associate

    3 weeks ago

    Reading, United Kingdom Maven Capital Partners Full time

    PRIVATE EQUITY PORTFOLIO ASSOCIATEIf you want to know about the requirements for this role, read on for all the relevant information.Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director.The main purpose of the role is to provide...

  • Portfolio Associate

    3 weeks ago

    Reading, United Kingdom Maven Capital Partners Full time

    PRIVATE EQUITY PORTFOLIO ASSOCIATE Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director. The main purpose of the role is to provide support to the senior portfolio team in driving value creation within the private company...

  • Payroll Associate

    2 weeks ago

    Reading, Berkshire, United Kingdom Portfolio Payroll Limited Full time

    The role is on a full-time, permanent basis with the location in Central London or Reading, United Kingdom. The client in this instance does operate a very flexible hybrid pattern. This role is a great opportunity for payroll professionals who want to be able to further expand and grow their payroll expertise. This is an organisation who will contribute to...

  • Payroll Associate

    1 day ago

    Reading, Berkshire, United Kingdom Portfolio Payroll Limited Full time

    The role is on a full-time, permanent basis with the location in Central London or Reading, United Kingdom. The client in this instance does operate a very flexible hybrid pattern. This role is a great opportunity for payroll professionals who want to be able to further expand and grow their payroll expertise. This is an organisation who will contribute to...

  • Payroll Associate

    1 day ago

    Reading, Berkshire, United Kingdom Portfolio Payroll Limited Full time

    The role is on a full-time, permanent basis with the location in Central London or Reading, United Kingdom. The client in this instance does operate a very flexible hybrid pattern. This role is a great opportunity for payroll professionals who want to be able to further expand and grow their payroll expertise. This is an organisation who will contribute to...

  • Payroll Associate

    2 weeks ago

    Reading, Berkshire, United Kingdom Portfolio Payroll Limited Full time

    The role is on a full-time, permanent basis with the location in Central London or Reading, United Kingdom. The client in this instance does operate a very flexible hybrid pattern. This role is a great opportunity for payroll professionals who want to be able to further expand and grow their payroll expertise. This is an organisation who will contribute to...

  • Payroll Associate

    2 weeks ago

    Reading, United Kingdom Portfolio Payroll Limited Full time

    The role is on a full-time, permanent basis with the location in Central London or Reading, United Kingdom. The client in this instance does operate a very flexible hybrid pattern. This role is a great opportunity for payroll professionals who want to be able to further expand and grow their payroll expertise. This is an organisation who will contribute to...

  • Payroll Associate

    1 week ago

    Reading, United Kingdom Portfolio Payroll Limited Full time

    The role is on a full-time, permanent basis with the location in Central London or Reading, United Kingdom.The client in this instance does operate a very flexible hybrid pattern.This role is a great opportunity for payroll professionals who want to be able to further expand and grow their payroll expertise. This is an organisation who will contribute to...

  • Payroll Associate

    1 week ago

    Reading, United Kingdom Portfolio Payroll Limited Full time

    The role is on a full-time, permanent basis with the location in Central London or Reading, United Kingdom.The client in this instance does operate a very flexible hybrid pattern.This role is a great opportunity for payroll professionals who want to be able to further expand and grow their payroll expertise. This is an organisation who will contribute to...

  • Data Quality Associate

    2 weeks ago

    Reading, Berkshire, United Kingdom Maven Capital Partners Full time

    PRIVATE EQUITY PORTFOLIO ASSOCIATE Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. The main purpose of the role is to provide support to the senior portfolio team in driving value creation within the private company investment portfolio by monitoring growth and cash requirements...

  • Data Quality Associate

    4 weeks ago

    Reading, Berkshire, United Kingdom Maven Capital Partners Full time

    PRIVATE EQUITY PORTFOLIO ASSOCIATE Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. The main purpose of the role is to provide support to the senior portfolio team in driving value creation within the private company investment portfolio by monitoring growth and cash requirements...

  • Payroll Associate

    2 weeks ago

    Reading, United Kingdom Portfolio Payroll Limited Full time

    The role is on a full-time, permanent basis with the location in Central London or Reading, United Kingdom.The client in this instance does operate a very flexible hybrid pattern.This role is a great opportunity for payroll professionals who want to be able to further expand and grow their payroll expertise. This is an organisation who will contribute to...

  • Cliniskills Partnership

    2 months ago

    Slough, Berkshire, United Kingdom Associate Clinical Educators Full time

    The Meducate Academy team line up during the 2-Day Cliniskills event dedicated to community pharmacists In September, Meducate Academy saw a surge in activity, notably due to our successful partnership with Cliniskills and participation in The Pharmacy Show. Out Associate Clinical Educators focused on teaching ENT and cardiovascular examinations to...

  • Cliniskills Partnership

    2 weeks ago

    Slough, Berkshire, United Kingdom Associate Clinical Educators Full time

    The Meducate Academy team line up during the 2-Day Cliniskills event dedicated to community pharmacists In September, Meducate Academy saw a surge in activity, notably due to our successful partnership with Cliniskills and participation in The Pharmacy Show. Out Associate Clinical Educators focused on teaching ENT and cardiovascular examinations to...

  • Cliniskills Partnership

    1 day ago

    Slough, Berkshire, United Kingdom Associate Clinical Educators Full time

    The Meducate Academy team line up during the 2-Day Cliniskills event dedicated to community pharmacists In September, Meducate Academy saw a surge in activity, notably due to our successful partnership with Cliniskills and participation in The Pharmacy Show. Out Associate Clinical Educators focused on teaching ENT and cardiovascular examinations to...

  • Cliniskills Partnership

    1 day ago

    Slough, Berkshire, United Kingdom Associate Clinical Educators Full time

    The Meducate Academy team line up during the 2-Day Cliniskills event dedicated to community pharmacists In September, Meducate Academy saw a surge in activity, notably due to our successful partnership with Cliniskills and participation in The Pharmacy Show. Out Associate Clinical Educators focused on teaching ENT and cardiovascular examinations to...