Portfolio Manager

Creative UK Newcastle Upon Tyne, England, United Kingdom

Creative UK is the national membership body for the Cultural and Creative Industries. We exist to champion creativity in its widest form -representing world-leading organisations from sectors as diverse as advertising, animation, architecture, broadcasting, crafts, design, digital, education, fashion, games, heritage, museums, music, performing arts, photography, publishing, theatre, TV, visual art and more.

Our vision is a world where creativity is valued and recognised as the driving force for our future. We’re so passionate about this that we put our money where our mouth is: through our landmark investment funds, we’ve directly invested millions of pounds into creative businesses over the last decade.

This role is a part of a small fast-paced Investment team, constructing and managing all investment model portfolios, making sure that they are suitable for different client groups, risk profiles and client outcomes. You will be pivotal to ensuring our portfolio is well managed, this added value will enable the success and growth of our investee companies and shape your own journey within the team.

Our Portfolio Managers will have some previous relevant experience in Portfolio Management or Project Management. You will have the appetite, self-confidence and must be determined, data-driven and have the ability to build relationships. You should hold a strong work ethic and not shy away from rolling your sleeves up to do the work necessary in building a truly unique and successful investment programme.

LOCATION: North East, within commuting distance preferred (flexible hybrid working offered, office space in Newcastle upon Tyne).

TO APPLY: Email your CV and cover letter and/or a max 5-minute video link to jobs@wearecreative.uk by 7th April 2025. First interviews will take place via Teams video calls W/C 14th April 2025. Please also complete our anonymous diversity and inclusion survey.

KEY DUTIES & ACCOUNTABILITIES

• Manage day-to-day portfolio monitoring for all funds under management.
• Analyse and appraise monthly management information to ensure portfolio risks are visible and managed effectively.
• Establish and maintain best practice systems and approaches to portfolio management.
• Add value to CUK investment by providing support and guidance to portfolio clients.
• Present recommendations on forbearance and contract variations to Credit Committee.
• Where necessary, attend client Board meetings.
• Analyse key performance indicators to produce reports on portfolio performance.
• Escalate issues that threaten portfolio and fund success.
• Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards.
• Develop and implement best practice compliance functions.
• Provide a loop back function to colleagues on sector trends and concerns.
• Identify new investment opportunities from within the investment portfolio.
• Take Credit Committee minutes, thus providing early visibility to new deals and covenants.
• Work with marketing to set up/attend key events and generate portfolio newsletter.
• Create portfolio reports for Credit Committee and Trading Board.

Essential Experience, Knowledge and Skills:

• An understanding of financial and investment documentation and management accounts.
• Ability to manage client relationships, particularly in challenging periods such as contractual breaches.
• Personal integrity and an ability to maintain confidentiality of company and client information.
• Ability to articulate and report on portfolio performance and risk.
• Ability to use one’s own initiative to research and develop new systems and processes to drive continued improvement in portfolio management.

Desirable Experience, Knowledge and Skills:

• Passionate about the creative sector, striving for business and industry growth.
• Knowledge and experience of small and medium size businesses, ideally in the creative sector.
• An understanding of the North East region’s business landscape, including key stakeholders and economic challenges/opportunities.

All our employees will be expected to demonstrate behaviours associated with our company values. Our values drive the way we work; how we do things is just as important as what we do.

• We join the dots; collaboration is in our DNA.
• We support and empower; we are here to make a difference.
• We are curious, open & honest.
• We celebrate difference & value equality of opportunity.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Public Policy Offices