• Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • PER, Private Equity Recruitment
  • 2019-02-18

Portfolio Monitoring Director, Succesful EIS and VCT Fund, London, UK

Reference: 74836 /18C

Portfolio Monitoring Director, Succesful EIS and VCT Fund, London, UK


Reference:
74836 /18C
Our client, a very successful venture capital trust and enterprise investment scheme investor, is looking to add a Portfolio Monitoring Director to its team in London. You'll take on the portfolio finance responsibilities while also being tasked with building relationships internally and externally, identifying risks and overseeing investor and internal reporting. This is a great opportunity for someone who is keen on building out an operations / middle office function and who has gained great experience dealing with senior stakeholders - as you will regularly be working with the senior management team. Ideally, you'll have previous private equity / credit experience in a portfolio-focused function, but this could also be a great opportunity for someone in practice from a transaction services background who is keen to move in-house and take on the responsibilities of monitoring investments.

RESPONSIBILITIES:
  • Take responsibility for the portfolio-monitoring unit, managing risks, reporting, cash flows and much more
  • Build relationships internally and externally, being able to work efficiently with different departments and teams
  • Work very closely with the Managing Partners of the fund
  • Perform due diligence on completed investments and identify warnings

YOUR PROFILE:
  • Previous experience in a portfolio accounting / operations role ideal
  • Previous experience in transaction services also ideal
  • An expert in Excel
  • Knowledge of venture capital trusts, enterprise investment schemes and other tax-efficient investments vehicles an added benefit
  • Dynamic and versatile, the ability to respond to problems and adapt to different circumstances