Portfolio Analyst, Global Private Equity Fund - ACA wanted
- Recruiter
- Greenwich Partners
- Location
- London, United Kingdom
- Salary
- Excellent package
- Posted
- 30 Mar 2023
- Closes
- 31 Mar 2023
- Ref
- 19206051
- Job Function
- Private Equity/Venture Capital
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Portfolio Analyst, Investments Team, Private Equity Fund
We are currently working with a tier one private equity fund. They are one of the biggest names in European private equity investing.
They are now looking to recruit a Portfolio Analyst to their team.
Key Responsibilities
Background sought
The role could be a great opportunity for a chartered accountant looking to move out of practice, or a junior product controller/ finance professional (with the ACA) looking to move to a more analytical role with a private equity fund.
We are currently working with a tier one private equity fund. They are one of the biggest names in European private equity investing.
They are now looking to recruit a Portfolio Analyst to their team.
Key Responsibilities
- •Undertaking financial analysis to monitor performance of the assets within the funds
- Monitoring portfolios' exposures in different geographies, sectors and types of instruments
- •Supporting fund leverage facilities' monitoring and negotiation
- Undertaking deployment and pipeline analysis to assess the impact on portfolio construction
- Running fund models and scenario analysis to support portfolio decisions and for internal and investor discussions
- Quarterly reporting tasks (e.g.ESMA reporting, Solvency II reporting and bespoke investor reporting)
- Responding to ad hoc requests for information from the investor relations team
- Providing information to the fund finance team to support the quarterly investor reporting
- Managing and maintaining the information held within portfolio monitoring systems; ensuring rigorous validation of the data
- Creating fund relevant reports/ analyses using PowerBI/ Tableau for internal and external use cases
- Preparing ad hoc presentations in PowerPoint Desired Experience
Background sought
- A strong academic background, ACA/ CFA/ CIMA an advantage but not a prerequisite
- 3 years relevant work experience within financial services, ideally within accounting/ investment management/ investment banking sector or within a blue chip organisation/ top tier boutique firm
- Strong financial modelling and financial analysis skills, advanced Excel and PowerPoint skills required
- Excellent written, verbal communication skills, fluent written and spoken English
The role could be a great opportunity for a chartered accountant looking to move out of practice, or a junior product controller/ finance professional (with the ACA) looking to move to a more analytical role with a private equity fund.