Portfolio Director
4 weeks ago
I’m currently working with a leading investment house that are looking to appoint a Portfolio Director who will create value across their portfolio. The role will be broad and varied (as is the experience required), while you monitor growth and cash requirements against plan, challenge strategy and utilise networks to optimise investment opportunities under management.
Key responsibilities will include:-
- Proactive portfolio management, ranging from high potential recent business start-ups which may require a greater amount of professional support in their early growth journey phase through to more established SME's typically needing a "lighter touch" and more strategic overview approach.
- Fundamental to the role is the creation of value from the investment, and on occasions loss minimisation. You will prioritise hands-on support to Portfolio companies requiring direct input and guidance re specific business challenges and opportunities; including re-structuring, M&A support, bolt-on acquisitions, new business initiatives through to supporting successful exit strategies. Where appropriate attendance at board meetings may be required and/or one to one meetings with the senior management team to gain understanding about strategy and where required challenge their plans (e.g. market channels, cost structure, team composition).
- Provide robust and insightful monthly/quarterly updates and reviews of the individual and consolidated SME business performance within the portfolio.
- On occasions where the Investment Team are working on a transaction, which is particularly large or complex support may be required at an early stage than ordinarily would be the case, to ensure continuity when managing the portfolio relationship.
- Prepare papers for the investment committee for follow-on funding or amendments to the investment terms.
- Coach and mentor junior team members
The successful candidate could come from a variety of backgrounds, such as Banking, restructuring, M&A or a more traditional SME “FD“ route. However, an ability to operate across a variety of businesses which vary in sector and size is imperative.
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