Financial Sponsors Portfolio Management Analyst

The Portfolio Implementation Analyst role at Evelyn Partners centers on executing and managing investment strategies for a broad client base. This position involves close collaboration with asset managers, clients, and various stakeholders to support the smooth implementation of investment portfolios. Role overview Daily work focuses on ensuring that investment portfolios are executed accurately and efficiently. The analyst will contribute to optimizing portfolio performance, drawing on strong analytical abilities and a careful approach to detail. Collaboration Regular interaction with asset managers and clients is a key part of the job. The analyst helps coordinate between different parties, supporting clear communication and effective portfolio management. What you will bring Analytical skills for monitoring and optimizing portfolio performance Attention to detail in managing portfolio implementation tasks Ability to work well with colleagues and clients to deliver high-quality service

As a leading investment banking advisory firm, Lincoln International provides trusted guidance to business owners, senior executives of top private equity firms, and public and private companies globally. Our expertise encompasses mergers and acquisitions advisory, private funds, capital markets advisory, valuations, and fairness opinions. With a cohesive team of over 1,400 professionals across 25+ offices in 16 countries, we deliver unparalleled insights into the global private capital markets, ensuring exceptional execution and a steadfast commitment to our clients' success. Our deep industry knowledge, strategic insights, and timely market intelligence empower us to build lasting client relationships that thrive over decades. Discover more at www.lincolninternational.com.At Lincoln International, we recognize that our organization's success is a direct reflection of our talented workforce. We champion diversity of thought and strive to create an inclusive environment that attracts and retains high-performing individuals from various demographics, backgrounds, and perspectives. Our commitment to diversity, equity, and inclusion fosters innovation, enhances problem-solving capabilities, and allows us to better meet the diverse needs of our clients.We are proud to be an equal opportunity employer, and we encourage applications from all qualified candidates, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Learn more about our commitment to diversity and our Environmental, Social & Governance (ESG) initiatives.Duties & Responsibilities:Lincoln International is on the lookout for talented Analysts to join our rapidly expanding Valuations & Opinions Group (VOG). Ideal candidates will possess strong cognitive and interpersonal skills, a desire for professional and personal growth, and enthusiasm for gaining exposure to a diverse range of asset classes and industries. You will play a crucial role in building a premier valuations practice.

Graham Capital Management, L.P. ("Graham") is a premier alternative investment manager established in 1994 by Kenneth G. Tropin. With a focus on both discretionary and quantitative macro strategies, Graham is committed to generating robust, uncorrelated returns across diverse market environments. As one of the longest-standing global macro and trend-following managers in the industry, Graham embraces innovation and continuously refines its strategies through a sophisticated investment, technology, and operational framework. The firm effectively integrates its discretionary and quantitative trading operations to deliver a comprehensive suite of alpha-generating strategies, all grounded in the principles of meticulous portfolio construction, proactive risk management, and intentional diversification. Graham invests significant proprietary capital alongside its clients, including esteemed global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors, thereby ensuring alignment of interests across all strategies.The cornerstone of Graham’s sustainability and success lies in the talent and contributions of its people. The firm is dedicated to nurturing talent, fostering diverse perspectives, and valuing the contributions of all team members, empowering each employee to take part in enhancing the collective strength of the organization.DescriptionWe are looking for a motivated Portfolio Analyst to join our dynamic Portfolio Management team in London. The successful candidate will support a global macro strategy by trading across all major macro asset classes, with a specific emphasis on rates, FX, and inflation in both developed and emerging markets. This position is located on the trading floor, where you will collaborate closely with a Portfolio Manager and a senior analyst in all facets of trading and portfolio management. Candidates with macro market experience are preferred, and familiarity with derivatives and options will be considered a plus. This role demands a fast-paced environment with high expectations, necessitating strong ownership, meticulous attention to detail, and the ability to thrive under pressure.

Role overview Shawbrook Bank is hiring a Financial Sponsors Portfolio Management Analyst in London. This role focuses on supporting relationships and managing portfolios for financial sponsor clients. What you will do Analyze investment opportunities within client portfolios Assess risk factors tied to sponsor-backed investments Help develop financial strategies tailored to specific client objectives

Join Legal & General Group Plc as a Senior Investment Analyst specializing in TAA and Portfolio Oversight. In this pivotal role, you will analyze investment strategies, monitor portfolio performance, and provide insights that drive strategic decision-making. You will collaborate with cross-functional teams to ensure alignment with the company's investment goals.

Transform the Future of Finance with Us!At Light, we are revolutionizing the way modern businesses manage their financial processes by replacing outdated ERP systems with our dynamic Smart Financial Platform. Our cutting-edge software equips global enterprises with automated accounting, real-time insights, and financial flows that adapt to the pace of business.We collaborate closely with our clients, delivering rapid solutions while maintaining a relentless focus on quality. In a remarkably short time, Light has become the backbone of leading companies such as Lovable, Legora, and Keyshot. Our users don’t just operate on Light; they truly enjoy the experience.Join us as we forge a new category in software. We are a passionate team of engineers who appreciate the intricacies of finance, designers dedicated to seamless reconciliation, and operators who view finance as a product. If you're eager to innovate how the world manages money, you've found your new home.Supported by premier investors and guided by industry veterans, we are crafting groundbreaking products with the liberty to deliver ambitious results. Help us position Light as the global standard for next-generation finance.Your Role as Implementation ManagerAs an Implementation Manager, you will spearhead complex implementation projects for multinational clients transitioning from traditional ERP systems to our Smart Financial Platform. Your expertise will guide clients through the intricacies of financial systems during their migration, ensuring seamless adoption of our platform. You will cultivate strong relationships with client finance leadership to foster trust and facilitate successful outcomes.Your responsibilities will include:Leading intricate implementation projects for global clients.Utilizing your experience to navigate complex financial systems during migrations.Establishing trusted partnerships with client finance teams to enhance platform adoption.Creating and executing comprehensive project plans with defined milestones.Collaborating with our product and engineering teams to align client requirements with our implementation strategies.This role is client-facing and pivotal in ensuring successful implementations and sustained client satisfaction. You will collaborate with a small, talented team that possesses a profound understanding of the market.Your Qualifications:Bachelor’s degree in Accounting, Finance, or a related field.Proven experience in managing ERP implementations, particularly for large-scale enterprises.Strong analytical and problem-solving skills, with a deep understanding of financial processes.Excellent communication and interpersonal skills to build relationships with senior stakeholders.Demonstrated ability to manage multiple projects simultaneously and meet tight deadlines.

Join Multiverse as a Portfolio Lead, where you will spearhead innovative projects that shape the future of learning and development. As a vital member of our team, you will lead a diverse portfolio of initiatives, leveraging data-driven insights to enhance program outcomes and drive strategic growth. Your leadership will empower our teams to deliver exceptional learner experiences, fostering a culture of excellence and continuous improvement.

Join our dynamic team at Mavensecuritiesholdingltd as a Portfolio Manager specializing in capturing unique market inefficiencies. We are looking for a seasoned professional who has demonstrated expertise in both the research and execution of investment strategies. The ideal candidate will possess the ability to innovate and develop strategies from conception to execution.The successful Portfolio Manager will have a profound understanding of market dynamics, enabling them to assess and articulate when their strategies excel or falter.Our offices are located in both London and Monaco.

Company Overview:Founded in 1983, Caxton Associates is a prestigious global trading and investment firm with a presence in key financial hubs including London, New York, Monaco, and Singapore. Our primary focus lies in managing both client and proprietary capital through innovative global macro hedge fund strategies. Our diverse asset management approach allows us to engage in a wide array of global markets and financial instruments.About the Associate Portfolio Manager Program:At Caxton Associates, we pride ourselves on cultivating top-tier investment talent. This commitment inspired the launch of our comprehensive two-year Associate Portfolio Manager (APM) Program in 2012, designed as an exceptional pathway for high-potential buy-side investors, elite sell-side trading professionals, or distinguished quantitative analysts across various hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies.The APM Program provides immersive exposure and rigorous training aimed at enhancing participants' investment acumen, ultimately facilitating their advancement to senior Portfolio Manager roles within Caxton. Notably, over a quarter of our current Portfolio Managers have successfully risen through this program, attesting to its effectiveness and significance.Candidate Profile:We are in search of candidates with 3 to 10 years of experience in asset management, hedge funds, and/or market-making. The ideal candidate will possess expertise in and ideally have direct experience implementing proposed investment strategies and associated markets. We value entrepreneurial risk-takers eager to develop and expand their investment strategies. The ability to work autonomously while also collaborating with diverse stakeholders is essential, as is a demonstrated commitment to ongoing growth and professional development.If you are passionate about the financial markets, possess a robust work ethic, and meet the outlined criteria, we encourage you to apply. Please submit your CV, investment track record (if available), and a comprehensive outline of your proposed investment strategy. A detailed strategy outline is a critical component of your application.We look forward to exploring your potential and welcoming you to contribute to the esteemed legacy of Caxton Associates.

Join our dynamic and innovative Portfolio Management team at Statkraft as a Portfolio Structured Trader. This is a unique opportunity to work alongside some of the best professionals in the industry on the UK Power desk.As a Portfolio Structured Trader, you will collaborate with traders and analysts to:Originate structured deals that effectively manage our complex risks (vBESS, vWind, vSolar, vPeakers).Price and evaluate the risk and return on new structured deals.Execute structured transactions, navigating Statkraft’s New Product Process.Collaborate with the Portfolio Management team to manage positions arising from the portfolio, including structured trades.Develop hedging strategies using both vanilla and structured products to mitigate risks within the portfolio.Support the UK power desk by managing market positions together with the traders.Work closely with the quantitative team to drive the development of new tools and enhance existing ones.Create and implement strategies to maximize trading value across our books.Proactively address new and complex challenges as they arise, ensuring timely and effective solutions with the traders.This role provides an exceptional chance to be part of a value-driven team known for its success in managing complex portfolios over many years.

Role Overview Utility Warehouse is looking for a Technology Portfolio Manager based in London. This role oversees a wide range of technology projects, guiding them from planning through to delivery. The position focuses on keeping projects aligned with business strategy, timelines, and budgets. What You Will Do Manage and prioritize a portfolio of technology initiatives. Work with teams across the business to coordinate project goals and resources. Monitor progress to ensure projects finish on schedule and within budget. Help align technology investments with company objectives. Collaboration This position involves close collaboration with cross-functional teams to make sure technology projects deliver value and support Utility Warehouse’s strategic direction.

Multiverse seeks an AI Portfolio Lead to manage a diverse set of AI projects with a focus on learning and development. The role centers on guiding efforts that use artificial intelligence to enhance educational experiences for both learners and educators. Key responsibilities Manage a portfolio of AI projects from initial concept through to delivery Collaborate with teams across the organization to build and implement AI-driven solutions Shape and refine AI strategy to address the needs of learners and educators Work with stakeholders to ensure project goals and outcomes are aligned Spot challenges and opportunities as projects move forward Requirements Proven experience in AI strategy and project management Background in working with cross-functional teams Ability to engage and manage a range of stakeholders Interest in applying AI to improve educational outcomes Location This role is based in London.

Join gbg as the Transformation Portfolio Office Lead and play a pivotal role in shaping our strategic initiatives. This leadership position requires a visionary professional who excels in driving transformation across the organization. You will oversee the management of a diverse portfolio of projects, ensuring alignment with our business objectives and maximizing our operational efficiency.The ideal candidate will possess strong analytical skills and a proven track record in portfolio management, allowing for effective prioritization and resource allocation. Your leadership will inspire teams to embrace change and foster a culture of continuous improvement.

Role overview The Senior Implementation Consultant at gomotive leads client projects in London, England. This position guides organizations through onboarding and ensures each client gains value from gomotive’s solutions. Clients come from a variety of industries, so the work involves adapting services to fit unique needs. What you will do Lead clients through onboarding and manage the full implementation process Partner with cross-functional teams to tailor solutions to individual client requirements Support clients as they adopt gomotive’s services, answering questions and resolving issues as they arise Build and maintain strong relationships with clients throughout each project Requirements Proven experience leading technology solution implementations Ability to collaborate with both technical and non-technical teams Strong communication and problem-solving skills Dedication to client success

Company Overview:Founded in 1983, Caxton Associates is a distinguished global trading and investment firm, boasting offices in major financial hubs including London, New York, Monaco, Singapore, and Dubai. Our core mission is to expertly manage both client and proprietary capital across a diverse array of liquid global hedge fund strategies. With a strong commitment to alpha generation, we leverage our broad trading mandate to navigate global markets and instruments effectively.The Role:We are actively searching for seasoned Portfolio Managers with experience across various strategies, including but not limited to:Discretionary MacroEmerging Markets MacroEquity Long/ShortEvent-DrivenFixed Income Relative ValueMedium-Frequency SystematicCommoditiesIn this pivotal role, you will manage a substantial capital allocation, apply rigorous risk management techniques, and thrive in our collaborative, research-centric environment. We prioritize teamwork, encouraging ongoing discussions about macroeconomic trends, geopolitical shifts, and financial market dynamics. We seek professionals capable of providing unique insights within their investment domain and contributing to the firm's overarching strategic vision, harnessing collective expertise to drive alpha generation.Key Responsibilities:Independently oversee a significant capital allocation by formulating, executing, and monitoring an alpha-oriented investment strategy.Develop portfolios that aim to achieve asymmetric returns with minimal correlation to traditional markets by leveraging variant market perspectives.Implement comprehensive risk management, consistently evaluating the value of all positions and investment hypotheses.Collaborate within a global team, enhancing and benefiting from shared insights and collective knowledge.Adhere strictly to all industry regulations and internal risk management protocols.

About UsAt Optro, we have achieved remarkable growth, surpassing $300M ARR, and we stand as the premier audit, risk, ESG, and InfoSec platform in the industry. Our technology is trusted by over 50% of the Fortune 500, including 7 of the Fortune 10, empowering organizations to enhance their operations with increased clarity and agility. We are proud to have received stellar ratings on G2.com and Gartner Peer Insights.Our culture is rooted in inspiration and collaboration, driving us to innovate continuously and contribute positively to our customers and communities. At Optro, we work together to overcome challenges, aiming to create the most beloved platform in our field. Our accolades include being recognized among the 500 fastest-growing tech companies in North America for seven consecutive years by Deloitte!Your RoleWe are seeking a dynamic and self-driven Implementation Project Lead to oversee the deployment of Optro’s software solutions. This role entails managing every phase of the implementation process, from the sales handoff to the successful go-live of the system.Key ResponsibilitiesBuild an in-depth understanding of our product to guide customers throughout the implementation journey, including kickoff, design, and user acceptance testing.Gather, analyze, and interpret customer requirements to tailor the Optro solution effectively.Act as the project manager for various AuditBoard implementation projects of varying scopes.Monitor project progress and coordinate client and internal resources to ensure timely delivery of project milestones.Ideal Candidate AttributesA minimum of 3 years of experience in delivering software implementations within a B2B SaaS or enterprise software environment, from project kickoff to go-live is highly preferred.Alternatively, 3+ years of experience in internal audit, external audit, IT audit, IT compliance, or risk management, with hands-on involvement in implementing, configuring, or deploying audit, risk, or compliance systems.Proficient in Excel at an intermediate to expert level.

We are seeking a talented and driven Implementation Engineer to join our fast-growing team at Stacks. As an Implementation Engineer, you will play a crucial role in delivering cutting-edge solutions to our clients, ensuring seamless integration of our products into their systems.Your responsibilities will include collaborating with cross-functional teams, troubleshooting implementation issues, and providing technical support to ensure client satisfaction. If you are passionate about technology and enjoy solving complex problems, we want to hear from you!

Role Overview oliver is looking for an Implementation Manager based in London. This role leads the deployment of new solutions for clients, working closely with them to understand their needs and deliver results that match their goals. What You Will Do Oversee the rollout of solutions for clients, managing the process from planning to completion Work directly with clients to clarify requirements and ensure their expectations are met Coordinate with internal teams to align project strategies with client objectives Build and maintain strong client relationships throughout each project Monitor progress and address issues to keep projects on track

Join us in making a significant positive impact on the planet as we drive the global renewable energy revolution. At Octopus Energy Generation (OEGEN), we are dedicated to sourcing, investing in, and managing a diverse range of utility-scale renewable energy assets. With a global portfolio exceeding £7 billion, we are committed to cultivating a team that mirrors the diversity of the communities we serve.Our mission is to reshape the energy lifecycle and ensure every green electron is valuable, achieving outstanding results for our customers, investors, the environment, and society, while accelerating the journey towards net zero.About the Role:We are looking for a skilled Portfolio Manager to become a part of our Fund Management team, reporting directly to the Head of Funds and Sustainability. You will oversee a variety of energy transition strategies, including the Octopus Energy Transition Fund, an Asia-focused energy transition fund, and a forthcoming growth equity strategy set to launch in Q3. Your leadership will ensure strong governance, disciplined financial oversight, and high-quality investor reporting across these initiatives.This role requires a blend of robust fund management expertise, commercial acumen, and effective cross-functional leadership. You will collaborate closely with the platform team, the Singapore team, and the Ventures team, ensuring a cohesive fund management strategy across different investment types and operating models. You will oversee all energy transition valuations, coordinating inputs and ensuring outputs are well-supported and suitable for committee and investor review.As a manager, you will lead a team of two, responsible for maintaining the quality and consistency of the team's output across monthly and quarterly valuations, investor reports, governance documents, and fund-level analyses. This position is ideal for someone who is adept at navigating both established and growing strategies, possesses knowledge in private equity or infrastructure, and can balance meticulous attention to detail with a practical, collaborative approach.