Baillie Gifford
Private Companies Investment Specialist Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Private Companies Investment Specialist Manager
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
- Delivering excellent client service to existing investors
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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
The Type of Candidate We're Looking For
We’re looking for a highly motivated investment professional who is:
- Intellectually curious
- Commercially minded
- Excited by the opportunity to help grow a leading private companies business
You will enjoy:
- Building deep expertise
- Forming strong relationships
- Working collaboratively across investment and client-facing teams
This role suits someone who is:
- Flexible, proactive, responsive, and willing to roll up their sleeves when needed, particularly during busy periods
- Comfortable operating in a fast-paced environment
- Willing to take ownership of outcomes and represent investment ideas with confidence and credibility
- Passionate about private companies investing, with a desire to continually deepen their knowledge and impact
Critical Skills
- Storytelling
- Nurture Relationships
- Systems Thinking
- Team Working
- Adaptability
Regulatory Note
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: 6th July 2026
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills