Portfolio Director
4 weeks ago
Job Title: Portfolio Director - Investment Leadership
Location: North West Region
Reports to: Portfolio Team Director
Salary: £110,000 - £120,000
Key Contacts:
- Investment and portfolio team members at all levels.
- Stakeholder relationships with investee companies.
Forge Talent is partnering with a reputable PE house to recruit a Portfolio Director. The role involves managing a portfolio of up to 15 companies in the North West region, ranging from high-potential start-ups to established SMEs. The successful candidate will offer hands-on guidance, challenge strategies, and leverage their professional network to optimize investment outcomes.
Key Responsibilities:
- Portfolio Management: Actively manage up to 15 companies, offering varying levels of support based on each company's stage.
- Value Creation: Prioritise value generation and loss minimization through direct input on restructuring, M&A support, bolt-on acquisitions, new initiatives, and exit strategies.
- Strategic Oversight: Attend board meetings and hold one-to-one sessions with senior management to understand and challenge business plans.
- Performance Monitoring: Deliver robust monthly and quarterly performance updates for individual companies and the consolidated portfolio.
- Transaction Support: Assist the Investment Team with large or complex transactions to ensure smooth portfolio management.
- Mentorship: Coach and mentor junior team members.
Key Skills:
- Self-starter: Ability to manage and plan time with minimal supervision.
- SME Experience: Proven experience working in an SME environment, especially with entrepreneurial teams aiming for growth.
- Business Partnering: Demonstrable track record in driving profitable business growth through turnaround, restructuring, M&A, or organic expansion.
- Persuasion Skills: Ability to influence peers and stakeholders assertively without causing friction.
- Professional Gravitas: Confidence in a professional services environment, able to establish credibility with colleagues and investee businesses.
- Problem-Solving: Commercially astute with strong problem-solving abilities.
This role offers an exciting opportunity to drive growth and support the development of diverse businesses in the North West region.
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