Portfolio Director
4 days ago
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 and cash flow against strategic plans, challenging and refining strategies, supporting the execution of value creation initiatives, and leveraging professional networks when beneficial – all with the ultimate goal of maximising shareholder value.
About the Role
The Portfolio Director will lead proactive oversight of an investee portfolio comprising high-growth scaleups and established SMEs requiring a strategic focus. This hands-on role involves providing targeted support to portfolio companies across various areas, such as market expansion, cost efficiency, bolt-on M&A, new business development, and exit strategy execution. Additionally, you will deliver robust monthly and quarterly performance reviews for individual companies and the portfolio as a whole, ensuring ongoing alignment with growth objectives.
Your Background
We are seeking a proven business partner with a strong track record in driving profitable growth through initiatives such as turnarounds, restructures, M&A, or organic expansion. You should have solid knowledge and insight into corporate finance transactions, including both equity and debt funding. A relevant qualification (ACA or ACCA) and experience in a senior financial and commercial management role, ideally within one or more businesses backed by institutional investors, or managing a portfolio of SME investments, particularly in a PE/VC or high-growth environment, is highly desirable.
Compensation and Benefits
The salary for this role is approximately £80,000-£100,000 per annum, depending on experience. We also offer a range of benefits, including a performance-related bonus scheme, pension plan, and professional development opportunities.
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