Portfolio Partner

This is a fully remote position, open to applicants in United Kingdom, +2 more countries.

📋 Description

• Take charge of a portfolio of client companies from the onboarding stage to successful closure.

• Conduct weekly client interactions, sustain momentum, and nurture client relationships.

• Prepare founders for significant meetings with investors.

• Conduct debriefings after investor meetings, gather feedback, and communicate it transparently.

• Leverage personal investor connections for the benefit of portfolio companies.

• Align companies with suitable allocators at the appropriate times.

• Ensure ongoing readiness for fundraising in terms of narrative, materials, and data room.

• Secure client renewals through effective management and delivery.

• Report directly to both co-founders.

• Manage schedules that coincide with US Eastern time, with company meetings organized on Mondays and Thursdays.

⛳️ Requirements

• Minimum of 5 years of experience in capital markets, private placements, brokerage, or investment management.

• Direct involvement in private financings.

• Established relationships with family offices, high-net-worth investors, or institutional allocators.

• Personal experience guiding companies or clients through financing processes.

• Proficiency in deal mechanics, including terms, structures, due diligence, and investor expectations.

• Capability to deliver difficult news promptly and maintain composure under pressure.

• Strong sense of discretion and confidentiality regarding financial information, cap tables, terms, and identities.

🏝️ Benefits

• Fully remote work arrangement.

• Work hours overlap with US Eastern time.

• Client-facing role reporting directly to both co-founders.

• Genuine ownership of the client portfolio.

• Relationships that yield tangible results.