Job title: Specialist – Equity Portfolio
Team: Equity Portfolio, Entrepreneurship and Investment
Location: Glasgow, Edinburgh, Dundee or Aberdeen with home working options
Salary: £51,773 pro rota
Hours: Part-time - 28 Hours (0.8 FTE) a week, with flexible working options
Status: Permanent
Closing date: 10 March 2023
Job ref no: R00402

Join the high-performance team responsible for managing Scottish Enterprise’s portfolio of equity investments. This role provides an exciting development opportunity and exposure to investment into growth-focused Scottish businesses.

Working alongside private sector investors across a range of sectors, you’ll manage a portfolio of investments. These will include some of Scotland’s most ambitious and high-growth potential companies – to deliver economic benefits for Scotland, and commercial returns for Scottish Enterprise.

Reporting to the Equity Portfolio Team Leader, you’ll be responsible for maintaining, managing, monitoring and reporting on a portfolio of approximately 25 equity investments. You’ll also be involved in other areas of the team’s workload.

Your responsibilities will include:

• Establishing and maintaining relationships with executive teams, company boards, and a wide variety of investors throughout the duration of Scottish Enterprise’s investment.
• Onboarding new companies into your portfolio, observing board meetings, and making sure that Scottish Enterprise’s investment is appropriately managed through follow-on investment, re-structures, re-financings, investor consents, and exit processes, liaising with external advisers as required.
• Managing the portfolio in line with Scottish Enterprise policies and procedures, including investment approval processes, the completion of portfolio valuations, and adherence to internal compliance processes.

You’ll be able to manage a dynamic portfolio of equity investments throughout the term of Scottish Enterprise’s investment. You’ll have experience of working in a fast-paced environment and be used to prioritising a busy workload.  

Your skills, abilities and experience should include:

• Educated to degree level or hold an appropriate professional qualification in accountancy, banking, or investment.
• Experience of working with and assessing companies with regards to equity investment.
• Strong relationship management skills.
• Excellent communication (written and verbal) and interpersonal skills.

Ideally, but not essentially, you’ll also have:

• An ability to manage and prioritise workloads to tight deadlines.
• A willingness to learn, be adaptable and work as part of a team.
• Strong time management skills with a flexible approach to work.
• Experience of working in a private equity or investment portfolio management related role.
• Willingness to travel occasionally to other Scottish Enterprise offices and locations as required.

If successful, you'll gain access to the following benefits: 

• Membership of the Scottish Enterprise Pension and Life Assurance Scheme – a pension based on your final pensionable salary, flexible retirement options and generous life assurance cover
• Up to 43 annual leave days a year (including public holidays) with the opportunity to buy additional holidays
• Flexible working arrangements
• A health cash plan
• Our Employee Retail Benefits Scheme
• Our Employee Assistance Scheme

If you're interested in this role, please complete your application form by 10 March 2023.

Interview dates

First interview – 20/21 March 2023

Second interview – 27 March 2023

Being part of Scottish Enterprise means being open to new ideas and trying different ways of working. We support each other to reach our full potential. We celebrate shared success and learn together when things don’t go so well. And we always treat each other fairly, with respect and understanding. Together, we are the difference.

Apply now to keep building your future with us

At Scottish Enterprise, we’re proud to celebrate difference. Diversity of experience and thought is vital to the success of our vision for the future of every community across Scotland. As an equal opportunity employer, we actively encourage applicants from a wide range of individuals, irrespective of age, disability, gender reassignment, gender identity and expression, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, and sexual orientation.

We commit to providing any reasonable adjustments required, not only during the application and assessment process but throughout employment with us.

We have the following networks which are open to all colleagues to help drive inclusion, Disability Positive, Gender Balanced, Multi-cultural, Multi-Generational and Pride (LGBTQ+).