Portfolio Analyst (Quoted Investments), Leading UK Growth Capital Investor, London, UK

Recruiter
PER, Private Equity Recruitment
Location
London, United Kingdom
Salary
Competitive
Posted
22 Jul 2022
Closes
09 Aug 2022
Ref
15551178
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Reference11451

About our client
We are partnering with a market-leading and dynamic investor of equity capital that is helping to grow SME's throughout the UK. The fund is looking to add a Portfolio Analyst to their London office to be responsible for the existing portfolio. This will be a broad role that works across performance tracking, analysis and portfolio reporting, with great exposure to the front office.
What the job involves
  • Investee performance tracking: The updating of c40 portfolio company financial projections as a result of daily news flow
  • Portfolio news analysis: Highlight key risk areas arising from portfolio company results, as well as news arising from comparable peers in sector
  • Growth portfolio insight: To act as the lead in gleaning insight from the data generated from the monthly management accounts received for growth portfolio holdings
  • Performance analysis: To act as the lead in quantitative fund/portfolio analysis (e.g. portfolio performance, attribution, liquidity, relative risk, return and valuation profile)
  • Portfolio reporting: To act as the lead in producing internal and external periodic reporting to summarise performance, composition analysis, valuations and estimated outcomes
  • Trade settlements: to work with team in support of efficient, accurate and compliant post trade settlement process
Who we are looking for
  • Financially literate, with background in either accounting, equity research or financial analysis.
  • Deep intellectual curiosity and interest in economic trends
  • Strong analytical skills, high aptitude for numbers and attention to detail
  • Strong verbal, written and visual communication skills required
  • Broad understanding of statistical methods an advantage
  • Comfortable drawing pragmatic conclusions from data

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