About the role

  • Senior Manager leading governance and reporting within the Investment Business based in London. Focus on portfolio monitoring, investment processes, and enhancing reporting structures in a hybrid role.

Responsibilities

  • Lead the delivery of robust governance and reporting across the Investment Business
  • Produce clear, high-quality reporting for both internal stakeholders and external clients
  • Respond to information requests and ensure consistency, accuracy, and adherence to governance requirements
  • Work closely with colleagues across portfolio operations and the wider business
  • Oversee portfolio monitoring, shareholder matters, and variation requests
  • Drive continuous improvement across investment processes, systems, and data quality
  • Enhance investment origination practices and develop scalable and insightful portfolio reporting
  • Deliver improvements to workflows, CRM systems, and the wider technology stack
  • Lead the implementation of the Responsible Investment Policy and help to build ESG capability
  • Identify and deliver effective technology solutions
  • Represent the organisation externally when required

Requirements

  • Significant experience working within Venture Capital, Private Equity, direct investment, fund investing and/or fund of funds
  • Good commercial judgement
  • Ability to handle large and complex data sets
  • Previous experience in managing the reporting and analysis of fund and direct investments
  • Understanding of financial accounts and reporting

Benefits

  • 30 days annual leave plus bank holidays, opportunity to buy and sell up to 5 days holiday
  • 15% employer pension contribution
  • Flexible working
  • Cycle to work scheme, healthcare cash plan, Group Income Protection and life assurance
  • Paid voluntary days, maternity, paternity, adoption, and shared parental leave
  • Benefits designed to suit your lifestyle - from discounts on retail and dining, to health and wellbeing, travel, and technology...and plenty more

Job title

Senior Manager – Portfolio

Job type

Experience level

Senior

Salary

£80,000 - £87,500 per year

Degree requirement

Postgraduate Degree

Location requirements

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