We are working exclusively with a client, a private equity firm, supporting them with a
Senior Portfolio Manager to join their business and focus on primary fund investments across the US & Europe (the two largest markets globally).
They seek entrepreneurial and creative people and offer the opportunity to work in a dynamic environment with exposure to various strategies and take the lead as a Senior Portfolio Manager.
Responsibilities include:
• Work with investment managers and the Executive Management team on annual investment plans
• Provide assessment of and guidance to investment proposals from investment advisors
• Perform due diligence of the investment memorandum and business plan - present results of your analysis to the Investment Committee
• Provide summaries of investment papers
• Coordinate tax due diligence with your interpretation
• Liaise with internal and external legal advisors on transaction legal documents
• Organise investment committees meetings, prepare agendas, present investment proposals and follow up as appropriate
• Prepare and present final Investment Committee papers
• Monitoring ongoing fund performance and present regular portfolio reviews
• Review of complex financial models that project future earnings and profit potential
• Assist in the management of selective specific funds as you develop your expertise