• Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • PER, Private Equity Recruitment
  • 16 Jan 18

Portfolio Analysis Associate, Asset Manager, London, UK

Reference: 6120 /7C

Our client is a highly successful and long standing investor in private equity assets in the UK. It is looking to hire a Portfolio Analysis Associate who will provide portfolio monitoring data, valuations and track record analysis to the investment team. This is a key role within the team to ensure the quality of the data related to the portfolio companies

This well capitalised and successful mid-market investor is well known and respected for making high quality investments, and producing outstanding exits.

It is looking to hire a Portfolio Analysis Associate who will provide portfolio monitoring data, valuations and track record analysis to the investment team. This is a key role within the team to ensure the quality of the data related to the portfolio companies.

RESPONSIBILITIES:

  • Upon joining, become a Portfolio Management System (“PMS”) ‘super user’. The PMS will provide portfolio monitoring data, valuations and track record analysis to the investment team
  • Support the Head of Portfolio with regular portfolio company valuations process, tracking, recording, company valuation and performance data
  • Provide management information to the head of the investment team on the performance of portfolio companies and of the portfolio as a whole. Be able to create new and bespoke reports on request
  • It is important to note that this role is not a route into an investment position


YOUR PROFILE:

  • Big Four trained, ACA or CA qualification essential
  • Post-qualified experience in audit, business modelling or valuations teams
  • Strong financial accounting skills a must – rigorous, accurate and detail orientated
  • Strong financial modelling and business analysis skills. Able to extract data from software programmes

 

 

Recruiters Reference: 6120 /7C