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Portfolio Manager - Tech Equity Investments

Job Type
6 Sep 2022

About the Role

The Portfolio Manager - Tech Equity Investments - South East is a fantastic opportunity to manage a portfolio of high growth, primarily technology focused companies, which the business has provided Equity investments to.

The Portfolio Manager - Tech Equity Investments - South East is responsible for the monitoring, development and realization of the portfolio.

As a Portfolio Manager - Tech Equity Investments - South East your responsibilities and duties will include:

To manage early stage equity investments in line with the fund operational guidelines

  • Responsible for all aspects of portfolio management, including monitoring performance, driving valuation growth and exits,
  • Attend client Board and strategy meetings on a regular basis,
  • Represent the funds as an observer on investee company boards as necessary
  • Preparation of reports and presenting to investors and supervisory bodies
  • Administration of the funds activities in various aspects
  • Travel within the South East of England.

About You

If you are currently in a role in the Tech Ventures world, whether it be in Investments, Equity, Consultancy or Accountancy the Portfolio Manager - Tech Equity Investments - South East role could be the ideal next step in your career

Essential Skills and Competencies of the Portfolio Manager - Tech Equity Investments - South East:


  • Extensive experience at Board level with technology-based SMEs
  • Relevant equity investment experience
  • This role is a CERTIFED position as described by the Financial Conduct authority under SM&CR. The successful applicant will be required to demonstrate sufficient skills and experience for the firm to verify their standing under FSMA & SYSC 27 of the FCA handbook. (SM & CR).
  • Exposure to/knowledge of key industry sectors which may include technology, media, healthcare, education, cleantech.
  • Advanced excel experience
  • Independent, motivated self- starter with excellent time management skills and ability to deliver deadlines whilst under pressure.
  • Flexibility around attending board meetings etc


  • Understanding of the regional business environment
  • Excellent presentation Skills
  • Driving license
  • IT literate to include the use of Word, Excel, PowerPoint, CRM systems.

About the Company

Our client can offer a developed offering supported by a great reputation for putting the Client first. They have a fantastic culture & offer excellent work/life balance making this a top choice organisation to work for.

For more information about the Portfolio Manager - Tech Equity Investments - South East role or to apply send your CV now.

Apply for this job now


  • Job Reference: 705440864-2
  • Date Posted: 6 September 2022
  • Recruiter: Corporate Recruitment Solutions
    Corporate Recruitment Solutions
  • Location: Sussex
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent