Portfolio Director

4 weeks ago


North West England Greater Manchester, Greater Manchester, United Kingdom Succession Partners Full time

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.



  • Manchester,, Greater Manchester, United Kingdom The Portfolio Group Full time

    Exciting Job Opportunity- Associate Director of Health & Safety!Are you a visionary leader ready to make a significant impact in the world of Health & Safety? Our client, a well-established and highly respected firm with over 40 years of experience in Health & Safety, is seeking an Associate Director to join their growing team.As the Associate Director of...


  • Manchester, Greater Manchester, M1, Manchester, United Kingdom LHH Full time

    Audit & Accounts Director Overview:LHH is pleased to collaborate with a prestigious independent firm in Manchester that is in search of a dedicated and experienced Audit & Accounts Director. Our client is a leading firm in the professional services sector, renowned for delivering exceptional audit and accounting solutions to a diverse range of clients. With...

  • Account Director

    1 month ago


    Greater Manchester, UK, Greater Manchester, United Kingdom Canopy Full time

    We are working with a well known Facilities service provider, our customer delivers hard & soft FM into both public and private sector clients. We are recruiting for an experienced Account Director to manage a portfolio of accounts across the North West area, the customer sites include Education, PFI, Local Authority and Healthcare estate. As the Account...

  • Associate Director

    2 weeks ago


    Manchester, UK, Greater Manchester, United Kingdom Oyster Full time

    I have partnered with a leading consultancy based in Manchester to make an Associate Director level hire in their Property Management team.My clients workforce has doubled in size over the last three years. This reflects their ambitions as a business, high staff retention and high client retention.As an Associate Director you will be reporting into the Team...

  • Relationship Director

    3 weeks ago


    Manchester,, Greater Manchester, United Kingdom CRS Full time

    Relationship Director - Property Development FinanceNorth West-This is a hybrid role for a well established dynamic Challenger Bank that operates across a number of verticals. This role sits within their Real Estate Division who have an appetite to lend and support their clients within Development Finance. They are looking to bolster their presence across...

  • Group Sales Director

    4 weeks ago


    Manchester, M1, Manchester, United Kingdom Tonic Talent Full time

    Group Sales Director - MICE - £70,000 per annum, plus bonus - Luxury Hotel GroupWhat's in it for the successful Group Sales Director - MICESalary £70,000 per annum, plus 20% bonusAn opportunity to be part of a multi award winning hotel groupBe part of a dynamic senior management teamFinancially stable businessJoin an ambitious group currently growing...


  • Manchester,, Greater Manchester, United Kingdom BLT Recruitment Full time

    This national UK Indirect Tax practice is expanding! We're working with them to find some great VAT Associate Directors for their successful Northern offices. Exciting times in the firm, where there’s a real sense of energy and purpose.You'll need a UK VAT consulting career history and here you'll work on a generalist client portfolio across a...

  • Creative Director

    7 days ago


    Manchester,, Greater Manchester, United Kingdom Ultimate Asset Full time

    Creative Director, Social First Content Creation and Influencer Marketing Hybrid WorkingLondonSalary – £70 - £95K + bonus and benefits About My Client:My client is a leading social and influencer creative agency, a dynamic, culture-driven agency at the forefront of Gen Z content and digital innovation. Our client’s goal is to create engaging,...

  • Project Director

    1 month ago


    Manchester,, Greater Manchester, United Kingdom Architypes Talent Ltd Full time

    Job Title: Associate Director / Project Director – Sports & EntertainmentLocation: UK, Europe, Middle EastSector: Sports & Entertainment (Stadia, Arenas, Training Centres, Cultural Venues, Temporary Structures & Major Events)Job Description:We are seeking an experienced Associate Director / Project Director to lead and manage high-profile projects within...


  • Manchester, UK, Greater Manchester, United Kingdom Finatal Full time

    Job Title: Life Science Investment Director Location: Manchester, Leeds, or SheffieldLM12106Key Responsibilities:· Partnership Development: Build strong relationships with partner universities, academics, and stakeholders within Northern England’s entrepreneurial ecosystem.· Deal Sourcing: Actively identify high-potential investment opportunities within...


  • Manchester,, Greater Manchester, United Kingdom Brambles Full time

    Position Purpose:Global Procurement is committed to deliver a significant contribution towards Brambles growth goals, enabling the markets to win through Procurement using breakthrough category strategies and sourcing execution to support operating margin improvement and competitive advantage. Indirect Procurement categories tend to be complex with varying...

  • Account Director

    2 months ago


    Manchester, UK, Greater Manchester, United Kingdom The Talent Crowd Full time

    B2B PR & Communications Account Director, ManchesterAn award-winning specialist PR and Communications Integrated Marketing Agency has an exciting opportunity helping market-leading clients engage with their audiences. This is a broad role developing and delivering effective PR and social media strategies, but with a focus on directing and producing more...


  • Manchester, UK, Greater Manchester, United Kingdom The Talent Crowd Full time

    B2B PR Account Director, ManchesterAn award-winning specialist PR and Communications Integrated Marketing Agency is seeking a talented B2B PR & Communications Account Director in Manchester. This role involves working with market-leading clients to engage their audiences through innovative PR and social media strategies, with a particular emphasis on...

  • Tax Valuations

    2 hours ago


    Manchester, Greater Manchester, M1, Manchester, United Kingdom LHH Full time

    Are you an experienced Tax Valuation Professional looking for a new opportunity to showcase your skills and grow your career?All levels from qualified Seniors, to those looking for a Director/Associate Partner move.Our client, a leading professional services firm, is seeking a motivated and talented individual like you to join their team (level open...


  • Manchester,, Greater Manchester, United Kingdom Experis Full time

    Client & Sales DirectorHybrid. Office locations: Altrincham, Bristol & LondonKey ResponsibilitiesAs the Client & Sales Director, you will be accountable for the below:Responsible client lifecycle; possibly from implementation, to service delivery vs SLA/KPI (exceeding these), ensuring correct recruitment delivery strategy is in place, identifying areas of...

  • Associate Director

    4 weeks ago


    Manchester,, Greater Manchester, United Kingdom MetrixLab Full time

    About Us: Toluna is a leading global research and insights provider that empowers clients to make smarter data-driven decisions. Combining our flexible platform, cutting-edge technology, expansive portfolio, and passionate experts, we simplify our clients' work and enable them to deliver greater business impact. ​ Introduction Associate Director:We are...


  • Manchester, Greater Manchester, M1, Manchester, United Kingdom Hays Accountancy and Finance Full time

    Your new firm We are partnering with a global name in accountancy and tax services who are offering a unique challenge to an experienced Senior Corporate Tax Manager with experience from a Top 20 or Big 4 firm. A leading name in audit, accountancy, tax and business services, this is a great accountancy firm with a diverse and entrepreneurial culture to...


  • Manchester,, Greater Manchester, United Kingdom Stride Resource Management Full time

    This award winning, independent broker is looking to expand its Manchester office with the addition of several experienced Claims Handlers1 x Commercial Property1 x Casualty1 x Financial LinesReporting to the Claims Director, you will manage a portfolio of losses, There is no upper limit in value to these losses, so your caseload will be allocated on...

  • Creative

    4 weeks ago


    Manchester,, Greater Manchester, United Kingdom KnoWho Full time

    Creatives/ Art Directors with a passion for campaigns, activations, brand, video, experiential and content? DO YOU WANT TO WORK WITH GLOBAL BRAND? Read below....Are you a talented ideas person with a passion for crafting captivating experiences? Are you ready to take the creative helm at a renowned full-service agency? Look no further!You will absolutely...

  • Audit Executive

    6 days ago


    Manchester, Greater Manchester, M1, Manchester, United Kingdom Hays Accountancy and Finance Full time

    Your new firmA career defining opportunity has just opened at one of the UK's leading accounting practices. They are looking for an ambitious and driven audit executive to join their team of highly skilled accounting professionals. This job opening has opened due to internal promotions within the firm.Your new roleIn this role you will be personally...