Academic Portfolio Manager
4 days ago
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 managing a defined set of investments, taking board seat positions on behalf of BGF. The objective is to ensure that each portfolio company delivers an appropriate level of performance over the period of BGF's investment.
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.
# 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.
# 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. Provide internal reporting within BGF on the performance of portfolio companies, periodic valuations, and value forecasting exercises.
# 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.
# An excellent academic track record. ACA, CFA or equivalent; Experience of effective liaison with multiple stakeholders including institutional shareholders and financing partners, including with more challenging situations.
# Sound business and commercial judgement.
# 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. We collect this data to help us analyse our recruitment processes and implement the necessary interventions that promote greater equity, diversity, and inclusion.
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