Portfolio Manager / Investment Director - Sustainability Focussed PE Fund

Mason Blake; London; On-site; GBP 200,000 +; Full time

Job summary

A leading investment advisory firm in London seeks a Portfolio Manager/Investment Director for an early-stage private equity fund. The ideal candidate will have over 5 years of portfolio management experience, strong analytical skills, and exposure to sustainable investments. Responsibilities include overseeing investment processes, writing recommendations, and communication with finance teams. This position offers the opportunity to be part of a small, growing team with a focus on sustainable investments.

Qualifications

• 5+ years of portfolio management experience in private equity.
• Good exposure to the sustainable investment space.
• Strong analytical skills with sound financial modelling experience.

Responsibilities

• Work closely with the CIO.
• Be responsible for all aspects of the investment process.
• Write clear and well-informed investment recommendations.
• Communicate with portfolio company finance teams and deal executives.
• Prepare quarterly investment valuations.
• Monitor debt levels and accrued interest calculations.

Skills

Portfolio management experience

Financial modelling skills

Analytical skills

Experience in sustainable investment

Job description

Overview

Portfolio Manager/Investment Director - Sustainability Focused PE Fund

Location: London

Date Posted: 25 October 2020

Category: Investment

Job Type: Not specified

Job ID: Not specified

Description

Our client is a bespoke advisory firm looking to recruit a Portfolio Manager/Investment Director for an early-stage private equity fund who can bring experience in executing mid-scale private equity transactions.

Responsibilities

• Work closely with the CIO.
• Be responsible for all aspects of the investment process including:
  • Investment Origination
  • Deal execution
  • Financial modelling
  • Portfolio management
• Write clear and well-informed investment recommendations based on in-depth research.
• Communicate with portfolio company finance teams and deal executives on a monthly basis to collect management accounts and KPI data.
• Prepare quarterly investment valuations as part of fund reporting.
• Monitor debt levels and accrued interest calculations.

Candidate requirements

• 5+ years of portfolio management experience in private equity.
• Good exposure to the sustainable investment space.
• Team player who is happy to be part of a small growing team.
• Strong analytical skills with sound financial modelling experience.

Mason Blake acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.

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