(Senior) Portfolio Manager (f/m/d)
At a glance
Senior Investment & Corporate Development role at brightcapital. Frankfurt am Main · full-time.
Pay not stated Investment & Corporate Development salary
financeroles summary, based on the employer's posting.
What you'll do
- Track portfolio companies using their reports, keeping monitoring sheets, dashboards and performance indicators current
- Review company results for emerging credit problems, then recommend steps to limit risk to investment value
- Build and update financial models, including valuations and scenario work, and check covenant compliance
- Prepare committee materials for add-on investments and contract changes, and help negotiate the related legal terms
- Engage with company leaders on financial and strategic issues, while assessing follow-on financing opportunities
What you bring
- Three to five years in private debt, leveraged finance, restructuring or another listed finance discipline
- Hands-on credit monitoring experience and a working grasp of credit fundamentals, capital structures and deal documentation
- Strong financial analysis skills, including due diligence and modelling for LBOs and other acquisition financing
- Fluency in German and English, plus familiarity with the DACH small-to-mid-cap market
Who this fits
This role suits an experienced credit professional who can oversee several portfolio companies at once and spot key risks and possible mitigants. You’ll take individual responsibility while working closely with senior management and the investment team. The position is based in Frankfurt, with a flexible working model.
From the employer
Key Responsibilities:
Portfolio Monitoring & Reporting: Ongoing monitoring of existing investments; analyse available company reporting and maintain and continuously improve monitoring sheets, dashboards and portfolio KPIs
Portfolio Review & Risk Analysis: Assessment of the development of existing investments, identify early warning signals and credit deterioration, and propose mitigating actions to protect portfolio value
Investment Committee & Documentation: Prepare and present investment committee papers for add-ons, waivers, amendments and other contractual adjustments, and support the negotiation of related legal documentation
Financial Analysis & Modelling: Develop, maintain and update financial models for portfolio companies, including valuation, sensitivity and scenario analyses, and assess financial performance, credit profile and covenant compliance
Portfolio Company Engagement: Act as a point of contact for the portfolio companies, engaging directly with management teams on financial and strategic matters
Buy & Build Add-ons: Work on add-on financings and follow-on investment opportunities within the existing portfolio of platform investments
Process Improvement & Team Support: Contribute to the continuous improvement of portfolio monitoring tools and processes, and support the development of working students
Network: Build, maintain and expand a strong professional network with key stakeholders, including portfolio company management, advisers and law firms
We are looking for an individual with excellent analytical and financial modelling competencies and a strong interest in credit and risk monitoring to join our Portfolio Management team.
Key skills and experience include:
• 3–5 years of experience in Private Credit / Private Debt, Leveraged Finance, Transaction Advisory, Restructuring, Credit / Portfolio Monitoring or Investment Banking
• Demonstrated experience in credit monitoring, with a thorough understanding of credit fundamentals, capital structures, legal documentation and structuring
• Strong financial due diligence and modelling skills (including LBO and other acquisition financings)
• Prior exposure to financing documentation, with the ability to understand and assess key commercial, legal and credit-related terms
• Good understanding of the DACH market, with a particular focus on the small to mid-cap space
• Ability to manage and monitor multiple portfolio companies concurrently and quickly identify key issues and mitigants
• Strong analytical mindset, attention to detail and business acumen
• Strong communication skills and fluency in German and English
If you are looking for a dynamic and fast-paced environment where you can make an impact, we look forward to receiving your application!
Bright Capital offers a highly flexible working model to achieve your goals in the environment in which you are most productive. Key benefits:
• Fast-paced entrepreneurial culture: A well-established name in the market and a strong track record in the lower mid-market
• Broad portfolio exposure: Gain insight into a diverse portfolio of companies across industries and business models, and direct exposure to senior management
• Ownership from an early stage: Meaningful responsibility and exposure to all aspects of the portfolio management lifecycle, with a clear pathway for professional development and career progression
• Team spirit: A supportive, collaborative culture with flat hierarchies
• Flexible working model: Modern office facilities in central Frankfurt, and attractive benefits including sports and wellness programmes, team events, and complimentary refreshment
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