Portfolio Analyst or Associate, Well-Established Family Office, London, UK

About our client

Our client advises an established family office on their investments. The group are looking to grow their team at the junior level by adding a Portfolio Analyst or Associate into their team.

The team runs a large portfolio, predominantly focussing on private equity. The portfolio operates on a flexible mandate, with a focus on fund investments, co-investments and special situations. This is a brilliant opportunity for an enthusiastic individual to take their first step into PE. What the job involves

• Portfolio reporting and monitoring with a focus on detailed analysis of fund and underlying asset performance
• Transaction execution and support
• Working closely with the Principal and finance team
• Assisting with the valuation and audit process across both fund and management companies

Who we are looking for

• Strong academics from a Top-tier university (2:1 or higher)
• Experience from fund administration, investor relations, PE, professional services or M&A
• Exemplary time management, self-starter attitude, strong work ethic
• Strong verbal and written communication and interpersonal skills
• Excellent attention to detail with ability to pull together correct information from various stakeholders
• Independently minded, keen to take on responsibility in a small team

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