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Portfolio Analyst

2 months ago

London Area, United Kingdom Trace – Expert Accountancy Recruitment Full time

Portfolio Reporting Analyst, Private Equity Firm, London, Hybrid and up to £80,000


We will be reviewing CVs throughout the process so please apply as soon as you are able to.


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 groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process.


A growing Private Equity firm are looking to welcome a Portfolio Reporting Analyst into their team. This role is very varied and will give you great exposure to the different teams across the firm and their portfolio companies.


The company are offering up to £80,000 + great bonus’ + brilliant benefits package to the successful candidate.


This is a great role for a fund accountant looking to move into the Portfolio Finance space

Your Role

  • You will be reviewing and approving the portfolio company data
  • Helping to monitor and reviewing the trading data to make sure it is realistic
  • Assisting to provide consolidated insights and analysis on data to understand the underlying trends and information
  • Assist with preparing financial information for investor reports and fundraising
  • Ad hoc portfolio company performance data when required by investors


Your Skills & Qualifications:

  • Be a qualified Accountant (ACA, ACCA, or CIMA Qualified)
  • Have experience with interpreting and sense checking accounting statements
  • Have strong knowledge of Excel and PowerPoint
  • Strong interpersonal skills to be able to shape and influence conversations


For immediate consideration please contact Simran Gill from Trace Recruitment