Portfolio Manager, Investment Management
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The Portfolio Manager in Investment Management, internally referred to as a Senior M&A Professional, plays a critical role in driving business, investment, and strategic performance across the firm's Venture and Joint Venture portfolio. This position is a high visibility role utilizing skills across financial and strategic analysis, project management, executive communications, and relationship building. The Portfolio Manager in Investment Management plays a critical role in driving business, investment, and strategic performance across the firm's Venture and Joint Venture portfolio. This position is a high visibility role utilizing skills across financial and strategic analysis, project management, executive communications, and relationship building.
You will report to Director of Investment Management, as part of Strategy and Corporate Development.
Key Responsibilities:
Drive execution of portfolio reporting operations & the completion of quarterly portfolio review processes in conjunction with Director of Investment Management
Work with internal & external partners to help execute shareholder responsibilities related to portfolio transactions (ex. follow-on investments, IPOs, exits)
Prepare portfolio updates for senior management & other business partners
Coordinate across Finance / Legal / Business Unit partners to help complete portfolio management objectives
Champion continuous improvement by identifying and helping to implement best practices in portfolio operations.
Participate in the development and maintenance of portfolio management tools, dashboards, and reporting mechanisms.
Use your skills to make an impact
Required Qualifications
Bachelor's degree
5 or more years of finance, accounting, or related experience
Knowledge of general financial and accounting principals
Experience building and evaluating financial models
Interest in the venture capital and start-up ecosystem
Experience delivering executive level presentations and communications
Preferred Qualifications
Master's degree
Experience at a top consultancy, investment banking, or investment management firm
Healthcare experience
Additional Information:
Location: Preferred working locations are Louisville, KY; Washington, DC; NYC, NY; Chicago, IL
Workstyle: This is a Hybrid office position where employees primarily operate from the company office (2-3 days per week) with occasional work from home to support focus work and work/life balance needs.
Travel Expectation: Up to 10-25% travel, dependent on candidate's location
Scheduled Weekly Hours
40Pay Range
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
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