(Senior) Portfolio Manager (f/m/d)

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