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Our client, our leading global private equity fund are currently looking to hire a Portfolio Associate to join their high-performing direct co-investments team. The fund, which has over 30 years of experience investing through a range of strategies have had a very successful year, closing their latest fund raise whilst making a number of new acquisitions - making it a very exciting time to join. As the Portfolio Associate you will gain immediate exposure to a wide range of activities including fundraising, portfolio analysis, marketing and fund management. On a daily basis you will be working alongside the London based Portfolio Director whilst also working closely with the global direct co-investment team. This is a fantastic opportunity for an individual with some great technical and commercial experience, ideally from a consulting, client services or portfolio management background, to become an integral member of the team. RESPONSIBILITIES:
Prepare, maintain and present marketing materials for fundraising activities and fund updates for existing clients
Respond to fundraising, marketing and investor related queries and requests
Prepare and maintain monitoring materials for all aspects of direct co-investment portfolio
Analyse fund capacity, reserves, investment allocation and performance
Assist with preparation of fund letters and quarterly reports for investors
Prepare and present materials for advisory board meetings
Develop and maintain fund cash flow modelling
Manage separate accounts, including portfolio updates, data room management and various client communications
Participate in ad-hoc projects in relation to existing portfolio companies
Experience working within consulting, client services or portfolio management is preferred
Experience within Private Equity or Private Credit would be advantageous
A strong academic background in a relevant degree
Very strong technical ability, attention to detail and accuracy
Advanced level of Excel, Word and PowerPoint
Strong stakeholder management and interpersonal skills