• Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • PER, Private Equity Recruitment
  • 2019-05-24

Portfolio Manager, Leading Mid-Market Private Equity Fund, London, UK

Reference: 74877 /31C

Portfolio Manager, Leading Mid-Market Private Equity Fund, London, UK


Reference:
74877 /31C
Our client, a leading mid-market private equity fund are looking to hire a Portfolio Manager to join its impressive London team. The firm's Portfolio has significantly grown in recent years and they are looking to make a number of new acquisitions throughout 2019, making it a very exciting time to join. This is a very broad role where you will gain some fantastic exposure, taking on the responsibility of monitoring the financial and operational performance of the fund's high-calibre investee companies. This is a great opportunity for a qualified accountant with experience in providing financial due diligence or corporate finance support to become an integral member of the fund. You will be reporting into a very experienced Head of Portfolio Management while working closely with the wider team.

RESPONSIBILITIES:
  • Liaise with portfolio company finance teams and deal executives to collect financial and KPI data
  • Maintain and manage the portfolio monitoring system
  • Ensure deal-related data is accurate and up to date
  • Provide financial analysis and support on value-enhancement projects
  • Review and analyse the content of portfolio reports of each investee company
  • Assist in fundraising data collation and validation
  • Prepare investment valuations
  • Assist the marketing team in the preparation of investor reports and presentations
  • Assist in the creation and maintenance of fund models

YOUR PROFILE:
  • Experience in analysis of financial data
  • Strong stakeholder management and interpersonal skills
  • Strong Excel skills, financial modelling experience an advantage
  • A strong academic background
  • ACA, ACCA or CIMA qualified
  • Experience in transaction services, due diligence or corporate finance support
  • Experience in a portfolio reporting team for a private equity house or fund manager an advantage