Finatal is partnering with a multi-billion private capital investment platform. We are seeking an experienced Interim Portfolio Management Director to lead portfolio oversight and value creation initiatives, optimising monitoring, data analytics, performance reporting, and operational processes across diverse fund strategies.
This senior operational role offers the opportunity to work closely with the C-suite and investment teams, ensuring portfolio management activities are fully integrated, efficient, and strategically aligned.
Key Responsibilities:
- Lead portfolio monitoring and reporting, providing timely and accurate insights for the investment team and executive management.
- Oversee and optimise value creation initiatives across the portfolio.
- Develop, implement, and enhance portfolio data analytics and performance reporting systems.
- Collaborate with senior leadership to streamline portfolio management processes and support strategic decision-making.
- Ensure consistency and efficiency in portfolio operations across multiple fund strategies.
Candidate Requirements:
Experience streamlining complex portfolios and implementing operational improvements effectively.
Extensive experience in Private Equity, Private Credit, Real Estate, or Infrastructure portfolio management.
Proven expertise in portfolio monitoring, performance reporting, and value creation strategies.
Experience with iLevel (or similar portfolio management platforms) is highly desirable.
Strong ability to work at a senior operational level with investment teams and C-suite executives.
Excellent analytical, communication, and stakeholder management skills.