Job Vacancy

Portfolio Associate

Job Description:

Position: Portfolio Associate
Based: London/Bristol/Reading - location is flexible
Salary: Competitive
Benefits: Generous benefits package including employer pension contribution and private healthcare cover

Maven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director.


The main purpose of the role is to provide support to the senior portfolio team in driving value creation within the private company investment portfolio by monitoring growth and cash requirements against plan, undertaking analysis, and preparing regular reports for Maven investment committee to review progress. The candidate will also work with the portfolio team in providing support and guidance to investee company management teams, challenging strategy, supporting the delivery of value creation plans and utilising professional network contacts where appropriate, with the overall aim of increasing shareholder value.

The ideal candidate will be a graduate with experience of working in venture capital, private equity, corporate finance, professional services, audit, advisory or banking. 


This is a full-time, office-based role of 34.5 hours per week, Monday to Friday.


Maven Capital Partners, a leading private equity house, partners with a diverse range of ambitious, entrepreneurial management teams to accelerate growth, and serves thousands of investors with the goal of delivering exceptional returns.

Headquartered in Glasgow, and with offices throughout the UK, Maven has over one hundred investment and support professionals providing a truly nationwide coverage. Maven manages £740 million of assets for a variety of client funds, including Venture Capital Trusts (VCT), an institutional buyout fund, UK regional fund mandates, and Maven Investor Partners (MIP), a syndicate of institutional, family office and experienced investors.

David Milroy, Partner at Maven

What you need to succeed

  • Minimum of 2 years’ relevant work experience.
  • Analytical skills – numerate with an ability to research new industry sectors, assimilate information quickly and infer appropriate conclusions and recommendations.
  • Competent Excel modelling skills.Clear and professional verbal and written communication style, with strong attention to detail.
  • Team player with the ability to collaborate well with colleagues at all levels.
  • Relationship management skills - an ability to communicate effectively with both internal and external stakeholders.
  • Resilient and resourceful when supporting the portfolio management function in addressing challenging situations with investee businesses.
  • Organisational skills - ability to multi-task, work to and meet deadlines.
  • Business knowledge – understanding of the commercial parameters that businesses operate within and a professional approach in dealing with investee companies.
  • Degree in a relevant numerate discipline.

  • Holds or working towards a professional Accountancy or investment related qualification
Lorna Kelly, Strategic Development Director at Maven

The Role & Responsibilities

  • Supporting the portfolio management function in attendance at investee company board meetings and meetings with management teams to provide strategic support and constructive challenge.
  • Regular liaison with portfolio companies, ensuring regular provision of information.
  • Assisting in portfolio management of investee business to understand the dynamics of business growth, including analysis of management accounts and board packs.
  • Assist in the production of robust and insightful monthly/quarterly updates and reviews of the individual and consolidated SME business performance within the portfolio.
  • Updating the fund administration platform with monthly investee company financial performance and quarterly valuations data.
  • Support the production of investment committee proposals for follow-on funding or amendments to the investment terms.
  • The post holder will carry out any other duties as are within the scope, spirit and purpose of the job as requested by the line manager or a member of the leadership team.
  • The post holder will comply with and promote all organisation policies, including those relating to Equality and Diversity and Health & Safety.
Ewan MacKinnon, Partner at Maven

The benefits of choosing Maven

Your benefits package includes the following:
  • Competitive Salary
  • Group Pension (10% employer contribution)
  • Life Assurance (7 x Salary)
  • Income Protection
  • Health Cash Plan
  • 25 days annual leave plus bank holiday
  • Private Medical Health
  • Company Sick Pay
  • Enhanced Maternity and Paternity Pay
  • Company paid training
  • Cycle to work scheme
  • Retail discounts

Maven Capital Partners is an equal-opportunity employer that is committed to creating a diverse and inclusive experience for all its employees

How to apply:

Does this sound like the perfect job for you? To apply please email:


Maven Capital Partners UK LLP is a subsidiary of Mattioli Woods plc.