Portfolio Associate
4 weeks ago
Our client is a leading Private Equity firm that has a stellar track record. Due to growth and an ever-expanding portfolio, they are looking to add junior resource by hiring a Portfolio Associate into their team. Do you have the right skills and experience for this role Read on to find out, and make your application. The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with management teams and also at a fund level, ensuring the performance of the portfolio is in line with the firm's overall strategy and exit plans. The team is flat structured and reports into an experienced senior management hat has a wealth of experience and knowledge. The team has a collegiate feel and enjoys a good tenure. Ideal candidates will have at least a year's experience working in a Private Equity Transaction Services or Corporate Finance team. Responsibilities
- Working closely with portfolio company finance teams and deal executives on a monthly basis
- Onboarding new investee companies into the portfolio
- Maintaining and managing the portfolio monitoring system
- Producing a monthly summary of portfolio company performance of, reporting trends and assessing the overall health of the portfolio
- Providing financial analysis and support to ad hoc value enhancement projects
- Reviewing and analysing the content of the quarterly portfolio reports of each investee company, prepared by the deal team
- Reviewing and analysing the content of investee companies
- Assisting in fundraising data collation and validation
- Preparing quarterly investment valuations as part of fund reporting
- Assisting the marketing team to prepare investor reports
- Degree educated
- Strong stakeholder management and inter-personal skills
- Creative and commercial mindset
- Strong MS Excel and MS PowerPoint skills; financial modelling an advantage but not essential
- The successful candidate will be Big 4 or equivalent trained with an ACA or CIMA accounting qualification. Demonstrable experience in providing Transaction Services due diligence and/or Corporate Finance support is also required
- Experience from within a Private Equity audit team will be considered.
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Portfolio Analysis Associate
2 weeks ago
City of London, Greater London, United Kingdom Lloyd's Full timePortfolio Analysis Associate Lloyd’s is the world’s leading insurance and reinsurance marketplace. We share the collective intelligence and risk sharing expertise of the market’s brightest minds, working together for a braver world. Our role is to inspire courage, so tomorrow’s progress isn’t limited by today’s risks. Our shared values: we...
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Portfolio Advisor
1 week ago
City of London, Greater London, United Kingdom Dartmouth Partners Full timeA leading investment advisory firm covering the alternatives market is looking to bring on a portfolio advisor associate to join their team. Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. The advisory team is crucial in fostering and sustaining advisory relationships with large,...
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Portfolio Analysis Associate
3 weeks ago
City of London/Hybrid, United Kingdom Lloyd's Full timePortfolio Analysis Associate Lloyd’s is the world’s leading insurance and reinsurance marketplace. We share the collective intelligence and risk sharing expertise of the market’s brightest minds, working together for a braver world. Our role is to inspire courage, so tomorrow’s progress isn’t limited by today’s risks. Our shared values: we...
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Portfolio Associate
4 weeks ago
Greater London, United Kingdom WALKER HAMILL Full timeOur client is a leading Private Equity firm that has a stellar track record. Due to growth and an ever-expanding portfolio, they are looking to add junior resource by hiring a Portfolio Associate into their team.Do you have the right skills and experience for this role Read on to find out, and make your application.The function has a very broad mandate...
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Portfolio Associate
1 month ago
Greater London, United Kingdom Walker Hamill Full timeOur client is a leading Private Equity firm that has a stellar track record. Due to growth and an ever-expanding portfolio, they are looking to add junior resource by hiring a Portfolio Associate into their team.The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with...
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Portfolio Associate
1 month ago
Greater London, United Kingdom Walker Hamill Full timeOur client is a leading Private Equity firm that has a stellar track record. Due to growth and an ever-expanding portfolio, they are looking to add junior resource by hiring a Portfolio Associate into their team.The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with...
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Portfolio Associate
1 month ago
Greater London, United Kingdom Walker Hamill Full timeOur client is a leading Private Equity firm that has a stellar track record. Due to growth and an ever-expanding portfolio, they are looking to add junior resource by hiring a Portfolio Associate into their team. The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with...
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Portfolio Associate
1 month ago
Greater London, United Kingdom Walker Hamill Full timeOur client is a leading Private Equity firm that has a stellar track record. Due to growth and an ever-expanding portfolio, they are looking to add junior resource by hiring a Portfolio Associate into their team.The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with...
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Portfolio Associate
2 weeks ago
London, United Kingdom mbf. Full timeA leading Asset Managers based in Central London is seeking to recruit a Portfolio Associate to working within the Private Investment Office function. **The role**: - The Portfolio Associate will provide support to portfolio managers and assistant portfolio managers in the management and servicing of client portfolios in line with their risk profiles and...
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Portfolio Associate
1 week ago
London, United Kingdom Trace Full time**Portfolio Associate role, London, Hybrid, up to £70k** A Family office, investing in private equity funds are looking to welcome a Portfolio Associate into their team. This is a newly curated role due to growth and is the perfect role for someone who has been in a similar position. **Your Role** - Supporting the team with portfolio monitoring, looking...
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Portfolio Manager
3 weeks ago
City of London, United Kingdom DGH Recruitment Full timePortfolio Manager / Portfolio Management OfficePermanentLondon / Hybrid (2 days per week on site)Up to £54,000paPublic SectorAn opportunity for a Portfolio Manager / Portfolio Management Office professional has arisen to join our client on a permanent basis.Our client, one of the largest Housing associations in the South East are embarking on a significant...
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City of London, Greater London, United Kingdom Greenwich Partners Full timePortfolio Analyst and Associate, Infrastructure Private Equity Fund Please make an application promptly if you are a good match for this role due to high levels of interest. A fantastic opportunity has arisen with the Asset/ Portfolio Development team of a leading infrastructure fund based in London. The fund has a large range of assets across a range of...
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Portfolio Associate
2 weeks ago
London, United Kingdom in Newbury Full timeEnter Job title or skill to search relevant jobs Enter your city or zip to show jobs in your location This advertiser has chosen not to accept applicants from your region. Our client is aleading Private Equity firm that has a stellar track record. Due togrowth and an ever-expanding portfolio, they are looking to add juniorresource by hiring a Portfolio...
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Portfolio Associate
1 week ago
London, United Kingdom in Newbury Full timeEnter Job title or skill to search relevant jobs Enter your city or zip to show jobs in your location This advertiser has chosen not to accept applicants from your region. Our client is aleading Private Equity firm that has a stellar track record. Due togrowth and an ever-expanding portfolio, they are looking to add juniorresource by hiring a Portfolio...
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Portfolio Associate
1 week ago
London, United Kingdom in Newbury Full timeEnter Job title or skill to search relevant jobs Enter your city or zip to show jobs in your location This advertiser has chosen not to accept applicants from your region. Our client is aleading Private Equity firm that has a stellar track record. Due togrowth and an ever-expanding portfolio, they are looking to add juniorresource by hiring a Portfolio...
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Portfolio Associate
2 weeks ago
London, United Kingdom in Newbury Full timeEnter Job title or skill to search relevant jobs Enter your city or zip to show jobs in your location This advertiser has chosen not to accept applicants from your region. Our client is aleading Private Equity firm that has a stellar track record. Due togrowth and an ever-expanding portfolio, they are looking to add juniorresource by hiring a Portfolio...
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Portfolio Associate
1 week ago
London, United Kingdom in Newbury Full timeEnter Job title or skill to search relevant jobs Enter your city or zip to show jobs in your location This advertiser has chosen not to accept applicants from your region. Our client is aleading Private Equity firm that has a stellar track record. Due togrowth and an ever-expanding portfolio, they are looking to add juniorresource by hiring a Portfolio...
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Wealth Management Portfolio Analyst
4 weeks ago
City of London, Greater London, United Kingdom Undisclosed Full timeWe are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent...
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Wealth Management Portfolio Analyst
4 weeks ago
City of London, Greater London, United Kingdom Undisclosed Full timeWe are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent...
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Portfolio Associate
3 weeks ago
London, United Kingdom Trace - Expert Accountancy Recruitment Full timePortfolio Associate role, London, Hybrid, up to £50kPlease ensure you read the below overview and requirements for this employment opportunity completely.We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role. As such, we encourage applications from under-represented...