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Investment Portfolio Manager

2 months ago

London, Greater London, United Kingdom Agreus Full time
Investment and Portfolio Operations Manager

The Agreus Family Office is seeking an experienced Investment and Portfolio Operations Manager to join their investment team. The successful candidate will be responsible for reporting on the performance and progress of the portfolio, ensuring asset allocation is on track, and will own the integrity of the investment management system.

Key Responsibilities:
  • Monitor the listed investment portfolio to ensure asset allocation is in line with strategy, including leading and tracking the implementation of an initiative to re-allocate the listed portfolio to enhance geographical and sector diversification.
  • Undertake periodic reviews of asset allocation strategy with the CEO and Chairman, including modelling returns and making recommendations.
  • Own the process to track and report on the performance of portfolio companies to the board, involving liaison with other members of the investment teams.
  • Challenge other members of the investment team, and portfolio companies to deliver against key milestones.
  • Represent the Family Office in formal and informal board and board observer roles across the portfolio.
Investment Operations:
  • Own the Investment Management Tool (Addepar).
  • Work closely with the accounting and investment teams to ensure investments are recorded correctly, and data integrity is maintained within Addepar.
  • Proactively drive process improvements.
  • Own the annual portfolio valuation review exercise to support the group audit.
  • Review and update portfolio valuations at revaluation trigger points and using external data.
Deal Execution:
  • Conduct financial and commercial due diligence on potential investments, make recommendations, identify key risks and risk mitigants.
Other:
  • Perform market research, data mining, business intelligence and valuation comps.
  • Support portfolio companies on an ad hoc basis (e.g. fundraising, financial planning).
  • Work closely with the legal and finance teams.
  • Engage with external advisers including banks.

Requirements:

  • 8-10 years of experience, including in an investment organisation.
  • Strong system skills, including an understanding of data structures. Previous use of Addepar or a similar investment management tool an advantage.
  • Accountancy or similar qualification an advantage.

Personality and Interpersonal Skills:

  • Self-starter, with an ability to take ownership for process improvement.