Fund Analyst

The Fund Analyst role at Blenheim Chalcot is a key position within the Investments Team. The successful candidate will be responsible for defining and executing the investment strategy, managing fund operations and administration, and providing financial support to portfolio companies. They will oversee investor communications and onboarding, maintain records of fund positions, and work closely with stakeholders across the organization. This role offers an excellent opportunity for experienced professionals to advance their careers and work in a dynamic and entrepreneurial environment.

• Responsible for investor communications and onboarding, including regular investor reporting and addressing investor requests
• Work with fund operation team in India to maintain internal CRM system and investor portal
• Oversee third-party administrators to ensure appropriate procedures and controls surround investments into the BC portfolios
• Responsible for ongoing management of the funds, including maintaining records of fund positions within the internal CRM system and operational analysis
• Oversee fund audits and fund governance matters
• Work in a highly entrepreneurial environment, driving project management of new fund launches and capital transactions
• Submission of fund regulatory reporting, such as AIF reporting
• Build strong relationships with stakeholders centrally and in the portfolio companies
• Monitor and analyze the current portfolio of companies
• Manage funds from BC Partners and external investors, providing investment governance
• Support CEOs/CFOs with strategy, fundraising, M&As, and debt refinancing
• Lead on investor relations
• Support the incubation of new ventures
• Take part in cross-portfolio learning and development program to grow entrepreneurial toolkit

• Curiosity and excitement for experimentation
• Interest in venture/growth investment, portfolio growth strategies, and fundraising processes
• Ability to define and execute funding strategies
• High energy and enthusiasm
• Value-adding talent
• Experience in investment management, investor relations, and fund reporting
• Ability to build and grow a portfolio of dynamic tech businesses
• Knowledge of industries disrupted by digital, such as FinTech, EdTech, GovTech, Media, Sport, and Charity
• Experience in managing operations and administration of fund structures
• Familiarity with investor onboarding, fund governance, reporting, and accounting
• Confidence in engaging with senior individuals and sophisticated investors
• Strong communication and relationship-building skills
• Ability to work in an entrepreneurial environment
• Experience in monitoring and analyzing portfolios
• Knowledge of investment governance and supporting CEOs/CFOs with strategy, fundraising, M&As, and debt refinancing
• Proficiency in investor relations
• Continuous learning mindset and willingness to participate in learning and development programs
• Strong entrepreneurial toolkit

• Opportunity to work for Blenheim Chalcot, the UK's most successful venture builder
• Exposure to a diverse portfolio of dynamic tech businesses
• Chance to define and execute the funding strategy of a high growth portfolio
• Access to financial and strategic partners such as Paypal, FIS, Legal & General, and more
• Involvement in impact beyond profit initiatives, with 15% of partnerships and ventures being charities
• Hands-on role with responsibilities in investment management, investor relations, and fund reporting
• Opportunity to work with a highly entrepreneurial team in a fast-moving environment
• Continuous learning and development culture with access to shared learnings from leaders across the portfolio
• Cross-portfolio learning and development program to grow entrepreneurial toolkit
• Competitive salary with discretionary bonus
• 25 days of paid holidays
• Life Assurance and Pension Scheme
• Flexible Benefits including Private Medical and Dental, Gym Subsidies