Portfolio Director

4 weeks ago


Manchester, New Hampshire, United Kingdom Forge Talent Full time

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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