Manager - Portfolio Advisory and Value Creation

Location: London Salary: £110000.00 - £130000.00 per annum Type: Permanent

Manager, Portfolio Advisory & Value Creation - FinTech, Wealth Management, Technology

We are looking for a Manager level consultant to join the Portfolio Advisory & Value Creation Team for a Fintech Specialist Private Equity Firm. This is an incredible opportunity to take your career to the next level, contributing to the enhancement of business value across the firm's portfolio companies & its clients.

As a part of the Advisory & Strategy practice, you will spearhead several highly strategic projects including post-acquisition integration, cost-to-serve analysis & process design at major banking, wealth & capital markets clients. This role will provide you with opportunity to gain a high level of exposure, progress up the ranks internally or the prospect of joining the Board of Directors of Portfolio Companies to whom you deliver.

Successful candidates will excel in offering a first-grade advisory & strategy client experience, as well as having a keen interest in Wealth Management & how to drive the FinTech industry forward. Apply now if you're an individual with a strong work ethic, who takes ownership in their work & isn't afraid to get hands on.


  • Experience delivering into Wealth Management clients
  • Be able to work well understand challenging environments while delivering across multiple workstreams
  • Understand what exemplary work looks like & pride yourself in delivering such standards
  • Ability to perform at a program delivery level
  • Be an excellent communicator, with skills in Excel & PowerPoint for professional writing & presentations


  • Provide expert consultancy & advisory for portfolio companies & clients
  • Lead & manage programme delegates
  • Gather business requirements & produce professional reports & presentations
  • Simultaneously manage multiple workstreams of work - a nice-to-have is experience delivering AI-focused projects

Manager, Portfolio Advisory & Value Creation - FinTech, Wealth Management, Technology