Portfolio Associate

2 weeks ago

Greater London, United Kingdom Walker Hamill Full time

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.


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


Background

  • 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.


Compensation is flexible for this mandate and there is hybrid working available.


Please note that due to the expected volume of applications, we will only be able to respond to those candidates whose experience matches the requirements of our client. We are sorry, but if you have not heard from us within the next ten days, please assume you have been unsuccessful on this occasion.


Walker Hamill has been the leading recruiter of Finance Directors, Financial Controllers and Fund Accountants to UK and European private equity firms for over 30 years. We work with a highly diversified client group, including buyout funds of all sizes, growth & venture capital investors, real estate funds, co-investment vehicles, secondaries funds and fund of funds. Headquartered in London, we have additional offices in continental Europe. For more information, please see the Walker Hamill website.

  • Portfolio Associate

    2 weeks ago

    Greater London, United Kingdom Walker Hamill Full time

    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.The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with...

  • Portfolio Associate

    2 weeks ago

    Greater London, United Kingdom Walker Hamill Full time

    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.The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with...

  • Portfolio Associate

    1 day ago

    Greater London, United Kingdom WALKER HAMILL Full time

    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...

  • Portfolio Associate

    2 weeks ago

    Greater London, United Kingdom Walker Hamill Full time

    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.The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with...

  • Portfolio Associate

    2 weeks ago

    Greater London, United Kingdom Walker Hamill Full time

    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.The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with...

  • Portfolio Associate

    5 days ago

    Greater Bristol Area, United Kingdom Maven Capital Partners Full time

    PRIVATE EQUITY PORTFOLIO ASSOCIATEMaven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director.The main purpose of the role is to provide support to the senior portfolio team in driving value creation within the private company investment...

  • Portfolio Associate

    4 days ago

    Greater Bristol Area, United Kingdom Maven Capital Partners Full time

    PRIVATE EQUITY PORTFOLIO ASSOCIATEMaven Capital Partners, a subsidiary of Mattioli Woods, is looking for a Portfolio Associate to join our London/South team. This role will report directly to the Portfolio Director.The main purpose of the role is to provide support to the senior portfolio team in driving value creation within the private company investment...

  • Portfolio Implementation Associate

    4 weeks ago

    London, United Kingdom Mason Blake Full time

    Our client, a leading asset manager is looking to recruit a **Portfolio Implementation Associate** into the Portfolio Management team. The role is involved implementation of investment ideas across a wide range of multi-asset portfolios. **Responsibilities**: - Manage portfolio order generation, cash and FX and transitions across equity and fixed income...

  • Portfolio Associate

    1 week ago

    London, United Kingdom Walker Hamill Full time

    Job DescriptionOur 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...

  • Portfolio Associate

    1 week ago

    London, United Kingdom WALKER HAMILL Full time

    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...

  • Portfolio Associate

    2 weeks ago

    London, United Kingdom Walker Hamill Full time

    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. The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely...

  • Portfolio Associate

    19 hours ago

    London, United Kingdom Walker Hamill Full time

    Job Description 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. The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work...

  • Portfolio Associate

    2 weeks ago

    London, United Kingdom Walker Hamill Full time

    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. The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely...

  • Portfolio Associate

    4 weeks ago

    London, United Kingdom PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Portfolio Manager

    4 weeks ago

    London, United Kingdom Caxton Investments Llp Full time

    Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates’ primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments. At...

  • Direct Portfolio Associate

    4 weeks ago

    London, United Kingdom HarbourVest Partners Full time

    Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and...

  • Portfolio Distribution

    7 days ago

    London, United Kingdom NatWest Markets Full time

    Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Join us as a Portfolio Distribution & Analytics Associate - We’ll look to...

  • Portfolio Associate

    5 days ago

    London, United Kingdom PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Agile Portfolio Office Associate

    7 days ago

    London, United Kingdom Lorien Full time

    Looking for a Agile Portfolio Office Associate to join a large insurance company who will be responsible for supporting successful agile portfolio delivery via close working relationships with the respective Heads of Portfolio and Delivery Leads. **Key Responsibilities**: - Act as Secretariat for Executive Action Team (EAT) meetings, Strategic Priority...

  • Associate Director of Portfolio

    4 weeks ago

    London, Greater London, United Kingdom University of East London Full time

    Do you have proven experience of oversight and reporting of strategic projects, programmes, and portfolios in a federated organisation, like a university? Are you looking for a challenging role in an environment that is open, vibrant and welcomes new ideas? Then join the University of East London as our Associate Director of Portfolio.There are big changes...