Portfolio Executive

Job Description

Job Outline:

We are looking for a Portfolio Executive to join our Portfolio Team in London. We’re enabling great businesses to succeed through equity crowdfunding, and as a Portfolio Executive at Crowdcube, you’ll have the opportunity to shape and grow our portfolio’s post-fundraising experience.

Who we are:

As a leading European retail investment marketplace, Crowdcube raises finance for Europe's hottest high-growth businesses by giving investors the opportunity to back businesses they believe in. Having amassed an investor community of over 1 million people, which has funded over 1,000 businesses, Crowdcube was named the most active investor in private equity in 2020.

Crowdcube was inspired by an unshakable belief in entrepreneurs that dream big, push at the edges and want to make a difference. Our mission is to democratise investment, helping to fuel the next generation of business who want to leave a mark on the world.

Since founding in 2011, we’ve successfully funded over 1,000 campaigns with brands from across the globe, such as Monzo, Brewdog, Grind, Cowboy, Mintos and what3words.

What we stand for:

We believe in a culture of curiosity. We love new thinking and big ideas that challenge the status quo. We know success is rarely free; it’s hard-fought and a struggle that often requires grit, tenacity and hard work. We value the power of people and know that we’re stronger together. We adore ambition, whatever it may be, to make a difference, to have an impact.

We’re on the hunt for talented individuals with an entrepreneurial spirit. Are you with us?

What you will be doing:

You will be responsible for monitoring portfolio performance and maintaining knowledge of post-funding business’ market positions and broad strategic objectives. It’s an opportunity for you to grasp concepts spanning all aspects of business, including Community Management, Corporate Governance, Partnerships and Sales. Working closely alongside internal teams, you’ll be involved in managing the Crowdcube Nominee, as well as triaging entrepreneur requirements and managing effective company engagement strategies. You will be responsible for the KPI’s around engagement with our 1300+ strong funded community: return raise volume, referrals and feedback.

It’s a varied role in which you will act as a conduit between our funded businesses and teams across Crowdcube, including Partnerships, Sales and Legal, ensuring we create a post-funding experience that aligns with our brand and provides entrepreneurs with relevant services and support. With the number of clients growing week on week we expect this function and team to grow over time.

Day to day you will:

• Working and reporting to our Senior Portfolio Operations Manager to support businesses beyond their initial raise with us

• Helping to manage our Nominee service, acting as the intermediary between companies and their investors - managing shareholder consents, private nominee and pre-emption campaigns and investor communication

• Educating companies on how to engage with their investors

• Coordinating company exits and distribution of shareholder returns

• Operating as a point of contact at Crowdcube for our Funded Community

• Gather and report on feedback from the fundraising experience

• Proactively managing return raise opportunities and referrals from the funded community network

• Actively reporting on the position and movements of businesses within our portfolio alongside our data team

• Ongoing account management of our growing network of European clients

Ideally you will:

• Have a degree or equivalent.

• Experience of working in a startup or a strong desire to do so, particularly in Fintech

• Excellent written and verbal communication skills

• Able to prioritise and understand where to focus to hit targets

Some of the things it would be nice to see:

• Multi-lingual

• Experience in Sales / BD / Commercial / Partnerships

• Understanding of CRMs

• Proven record communicating with C-level / founders

And you:

• Start-up DNA: be resilient, gets things done, 80/20, are comfortable with uncertainty, adaptable to change, used to working in a fast-paced and ever changing environment and know when to fight for the right thing and when to say no.

• Communicator: Articulate, Persuasive, Good listener, Empathetic

• Questioning: Curious, Open minded, Comfortable expressing their opinions, Healthy disrespect for the status quo, Assertive

• Analytical: Logical, Data driven, Well informed

• Practical: Detail-oriented, Pragmatic, Organised, Good under pressure

• Energetic: Outgoing, Passionate, Joyful, Positive, Optimistic, Biased to action

• Negotiation and Sales ability: Persuasive, Empathetic, Focused, Target driven

• Creative: Insightful, Innovative, Problem Solver

• Collaborator: Team-player, Seek help when needed, Coordinate cross-functions

What we are offering:

We like to nurture talent and ensure members of our team develop and hone their skills through training, attending conferences, subscriptions to online courses. We’re passionate and hard-working, and we take care of our team:

• £30,000 + 20% Bonus

• Participation in the employee share option plan (subject to the prevailing company policy at the time)

• 25 days holiday + bank holidays + holiday for tenure

• Pension Scheme at 4% matched

• Private Medical Scheme with AXA including dental and optical cashplans

• Life Assurance Scheme

• Access to Sunlight - a learning & development platform with a £1000 training and wellness budget per year

• Cycle to Work Scheme

• Company perks such as fruit, snacks, fitness classes and weekly office beers

• Company outings and activities (previous fun included a trip to a gin distillery, karaoke, charity football match, Square Mile Relay, bowling and a day at River Cottage)

Our interview process typically consists of an initial phone screen, an interview with the hiring manager and a task, followed by a final interview with other members of the team. There aren't any trick questions and the task will typically be based on a real scenario the team have worked on.

Our policy is to employ the best-qualified people and provide equal opportunity for the advancement of employees including promotion and training and not to discriminate against any person because of gender, race, ethnicity, age, sexual orientation, religion, belief or disability.

We are a flexible workplace. Cuber Choice enables Cubers and future Cubers to do their best work, in whatever way is best for them and the business. We commit to treating all employees equally, whether they are home or office-based. We do not reward presenteeism but focus on impact. Employees may choose a different work schedule to meet personal or family needs. This includes early finishes, late starts, selecting your own working hours, and you may also choose to split your time between home and office.