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Private Companies Investment Specialist Manager

External
bailliegifford logoBailliegifford · Edinburgh, UK
Full-timeOn-siteToday
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Responsibilities

  • Investment & Product Expertise
  • Build and deepen knowledge of the Private Companies investment strategy, portfolio, pipeline and team through close engagement with the investment team, fellow investment specialists, operations team and independent research.
  • Act as a credible investment specialist, supporting client meetings, presentations and pitches.
  • Business Development & Capital Raising
  • Collaborate with Business Development, Consultant and Client teams to develop materials and insights that support fundraising efforts.
  • Client & Prospect Engagement
  • Participate in client and prospect meetings, presentations and due diligence sessions, developing deep knowledge and understanding of the portfolio, future investments and market, with the ability to represent the investment team when required.
  • Respond to enquiries from internal stakeholders, prospects and existing clients accurately and in a timely manner.
  • Ensure all client and prospect engagement complies with applicable regulatory requirements in each jurisdiction.
  • Process, Reporting & Coordination
  • Maintain accurate and up-to-date records of prospect activity, including warmth ratings and next steps, within the Private Companies prospect tracker and other company CRM systems.
  • Contribute to a high standard of client service for existing investors through written communications, reporting and meeting support.
  • Your Knowledge and Experience
  • Experience within private equity or broader private markets, either in an investment, investment specialist, investor relations or capital raising capacity.
  • A strong understanding of private companies investing and the factors that drive long-term value creation.
  • Ability to distil complex investment concepts into clear and compelling messages for different audiences.
  • Evidence of building credibility and influence with senior stakeholders, both internally and externally.
  • Excellent communication, presentation and relationship management skills.
  • Strong project management and organisational skills, with the ability to balance competing priorities and deadlines.
  • The Type of Candidate We're Looking For
  • Critical Skills
  • Storytelling
  • Nurture Relationships
  • Systems Thinking
  • Team Working
  • Adaptability
  • This position has been deemed a Certified role within the FCA's Senior Manager and Certification Regime. As a result, occupants' details will be displayed on the FCA register and both initial and annual fitness and propriety assessments must be completed.
  • Closing Date
  • July 6, 2026
  • Should you choose to use AI tools to support your application, we ask that you do this thoughtfully. We encourage you to ensure your application ref

Benefits

Flexible scheduleEquity / stock options

Additional Information

Job Title Private Companies Investment Specialist Manager Department Client Facing-North America-UK Overview of Department Clients Department Purpose of Role As a member of the Private Companies team, the Private Companies Investment Specialist Manager will bring their specialist industry knowledge and expertise to play a central role in the continued growth and development of Baillie Gifford's Private Companies business. Working closely with the Private Companies investment team and investment specialists as well as our broader client contact and distribution colleagues, the successful candidate will develop a detailed understanding of the Private Companies strategy, portfolio and pipeline, building the knowledge and credibility required to represent the strategy confidently with clients and prospects and support fundraising objectives globally. The role combines building deep product and portfolio knowledge with active involvement in client engagement, prospect development and capital raising activities. It requires a flexible and proactive approach, supporting fundraising and client engagement activities across different markets and time zones. Initial priorities will include developing deep knowledge of our dedicated Private Companies funds, supporting near-term fundraising objectives and delivering excellent client service to existing investors.


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