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Portfolio Analysis Associate, Asset Manager, London, UK
PER, Private Equity Recruitment
December 22, 2017
London, United Kingdom
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.
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
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