Portfolio Analyst
5 days ago
City of London
Portfolio Manager / Investment Analyst (Family Office) Title: Portfolio Manager / Investment Analyst (Founder Office) Location: Regent Street, London (office-based with some flexibility) Reporting to: Founder Employment Type: Full-time, permanent Salary: Competitive + bonus (dependent on experience) Role purpose To support the Founder across the full investment lifecycle and ongoing portfolio oversight, acting as a core member of a newly formed Family Office. This is an execution-led role requiring strong investment judgement, analytical capability and comfort working across public and private markets, as well as debt/credit structures. The role also includes a “Personal CFO” component covering personal financial oversight and balance sheet management. Key responsibilities 1. Investment analysis & decision support • Build clear investment cases for new opportunities (pros/cons, risks, key questions, thesis), • Evaluate public equities and funds: fundamentals, catalysts, positioning, risk management, • Support private investment screening: sector, team, traction, moat, valuation, terms, • Stress-test assumptions and identify diligence requirements before capital is committed 2. Private investment process & due diligence • Create diligence frameworks and question sets (commercial, financial, legal, operational), • Coordinate information requests with founders/management teams and advisors, • Review data rooms, financials, cap tables, terms, and exit pathways, • Track deal progress from initial review through to investment committee-style decisions 3. Allocation strategy & portfolio construction • Support allocation planning across public equities, private companies and credit/debt, • Maintain portfolio dashboards: exposures, concentration, liquidity, risk profile, • Produce monthly/quarterly reporting on performance, drivers and changes over time, • Monitor underperformers and recommend rebalancing or de-risking actions 4. Debt markets & capital mechanics • Understand debt structures and financing options (secured/unsecured, covenants, pricing), • Support analysis around mortgages, property finance, and capital raising mechanics, • Assist with evaluating credit opportunities and debt-funded transactions where relevant 5. Personal CFO / balance sheet oversight • Maintain oversight of personal income/outflows, costs, property spend and liabilities, • Track obligations, recurring payments, debts and liquidity needs, • Provide clear summaries for the Founder: what’s due, what’s changed, what needs attention 6. Stakeholder & advisor coordination • Liaise with accountants, lawyers, banks, wealth/investment providers and other advisors, • Keep action trackers, timelines and follow-ups tight—ensure nothing drifts, • Prepare Founder-ready briefs ahead of meetings and decisions Required experience & skills • Strong track record in investment analysis / portfolio oversight (relevant buy-side/private-side exposure strongly preferred), • Understanding of public markets, private markets and debt markets, • Comfortable interpreting financial statements and performance metrics, • Able to structure thinking, challenge assumptions, and communicate recommendations clearly, • High discretion and integrity; comfortable handling sensitive personal and financial matters, • Family office experience, • Exposure to PE/VC processes, term sheets, cap tables and exit analysis, • Experience building portfolio reporting dashboards and investment memos