Current jobs related to Portfolio Monitoring Manager - London - Goodman Masson

  • Portfolio Monitoring Manager

    3 weeks ago

    London, United Kingdom City Recruitment Associates Full time

    Role: Litigation Funding Portfolio Manager Location: London – Hybrid We are seeking a motivated Litigation Portfolio Manager to join our London office. This role is crucial for supporting the smooth functioning of our Litigation Finance Team and involves direct collaboration with the CRO. At least 3 years of experience in either a law firm or...

  • Portfolio Monitoring Manager

    1 month ago

    London, United Kingdom City Recruitment Associates Full time

    Role: Litigation Funding Portfolio Manager Location: London – Hybrid We are seeking a motivated Litigation Portfolio Manager to join our London office. This role is crucial for supporting the smooth functioning of our Litigation Finance Team and involves direct collaboration with the CRO. At least 3 years of experience in either a law firm or...

  • Portfolio Monitoring Manager

    1 month ago

    London, United Kingdom Katch Investment Group Full time

    We are seeking a motivated Litigation Portfolio Manager to join our London office. This role is crucial for supporting the smooth functioning of our Litigation Finance Team and involves direct collaboration with the CRO.   Role: Litigation Portfolio Manager   At least 3 years of experience in either a law firm or litigation finance business. #...

  • Portfolio Monitoring Manager

    3 weeks ago

    London, United Kingdom Katch Investment Group Full time

    We are seeking a motivated Litigation Portfolio Manager to join our London office. This role is crucial for supporting the smooth functioning of our Litigation Finance Team and involves direct collaboration with the CRO.   Role: Litigation Portfolio Manager   At least 3 years of experience in either a law firm or litigation finance business. #...

  • Portfolio Monitoring Director

    2 weeks ago

    London, United Kingdom Meraki Talent Full time

    **About the Role**Meraki Talent's client, a leading Global Asset Management firm, is seeking a seasoned professional to fill the position of Portfolio Monitoring Manager. This role is part of the company's ongoing growth and development in their Private Credit Debt Portfolios, which cover both Direct Lending and Infrastructure Asset Classes.**Key...

  • Portfolio Monitoring Director

    2 weeks ago

    London, United Kingdom Meraki Talent Full time

    **About the Role**Meraki Talent's client, a leading Global Asset Management firm, is seeking a seasoned professional to fill the position of Portfolio Monitoring Manager. This role is part of the company's ongoing growth and development in their Private Credit Debt Portfolios, which cover both Direct Lending and Infrastructure Asset Classes.**Key...

  • Portfolio Monitoring Specialist

    2 weeks ago

    London, Greater London, United Kingdom Legal & General Resources Limited Full time

    Job Description**About the Role**We are seeking a highly skilled Portfolio Monitoring Specialist to join our team at Legal & General Resources Limited. As a Portfolio Monitoring Specialist, you will play a critical role in the ongoing management of Private Credit investments for LGIM managed funds.Key Responsibilities:Investment Monitoring: Ensure that...

  • Portfolio Monitoring Specialist

    2 weeks ago

    London, Greater London, United Kingdom Legal & General Resources Limited Full time

    Job Description**About the Role**We are seeking a highly skilled Portfolio Monitoring Specialist to join our team at Legal & General Resources Limited. As a Portfolio Monitoring Specialist, you will play a critical role in the ongoing management of Private Credit investments for LGIM managed funds.Key Responsibilities:Investment Monitoring: Ensure that...

  • Portfolio Monitoring Specialist

    1 week ago

    London, Greater London, United Kingdom Legal & General Full time

    Portfolio Monitoring RoleWe are seeking a skilled Portfolio Monitoring professional to support the ongoing management of Private Credit investments for LGIM managed funds. The successful candidate will provide assistance and advice in the due diligence and execution of new transactions, ensuring that investment assets are appropriately monitored and managed...

  • Portfolio Monitoring Specialist

    1 week ago

    London, Greater London, United Kingdom Legal & General Full time

    Portfolio Monitoring RoleWe are seeking a skilled Portfolio Monitoring professional to support the ongoing management of Private Credit investments for LGIM managed funds. The successful candidate will provide assistance and advice in the due diligence and execution of new transactions, ensuring that investment assets are appropriately monitored and managed...

  • Portfolio Monitoring Specialist

    2 days ago

    London, Greater London, United Kingdom Legal & General Full time

    Job Title: Portfolio Monitoring SpecialistWe are seeking a highly skilled Portfolio Monitoring Specialist to join our team at Legal & General Investment Management. As a key member of our Private Credit team, you will play a critical role in the ongoing management of Private Credit investments for LGIM managed funds.Key Responsibilities:Monitor and manage...

  • Portfolio Monitoring Specialist

    2 days ago

    London, Greater London, United Kingdom Legal & General Full time

    Job Title: Portfolio Monitoring SpecialistWe are seeking a highly skilled Portfolio Monitoring Specialist to join our team at Legal & General Investment Management. As a key member of our Private Credit team, you will play a critical role in the ongoing management of Private Credit investments for LGIM managed funds.Key Responsibilities:Monitor and manage...

  • Portfolio Monitoring Specialist

    2 weeks ago

    London, Greater London, United Kingdom Legal & General Full time

    **Job Summary**We are seeking a highly skilled Portfolio Monitoring Specialist to support the ongoing management of Private Credit investments for LGIM managed funds. The successful candidate will be responsible for monitoring and managing the performance of investments across the Private Credit business, with a primary focus on Corporate & Alternative...

  • Portfolio Monitoring Specialist

    2 weeks ago

    London, Greater London, United Kingdom Legal & General Full time

    **Job Summary**We are seeking a highly skilled Portfolio Monitoring Specialist to support the ongoing management of Private Credit investments for LGIM managed funds. The successful candidate will be responsible for monitoring and managing the performance of investments across the Private Credit business, with a primary focus on Corporate & Alternative...

  • Portfolio Monitoring Manager

    4 weeks ago

    London, UK, United Kingdom Meraki Talent Full time

    Meraki Talent’s client is currently seeking a Portfolio Monitoring Manager to join their business on a permanent basis. Our client is a leading Global Asset Management firm. They invest in both public and private markets with most growth in recent years being driven by their Alternatives Investment department. As part of ongoing growth and development...

  • Portfolio Monitoring Manager

    4 weeks ago

    London, United Kingdom Meraki Talent Full time

    Meraki Talent’s client is currently seeking a Portfolio Monitoring Manager to join their business on a permanent basis.  Our client is a leading Global Asset Management firm.  They invest in both public and private markets with most growth in recent years being driven by their Alternatives Investment department.  As part of ongoing growth and...

  • Portfolio Monitoring Senior Associate

    4 months ago

    London, United Kingdom Barings Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...

  • Senior Portfolio Monitoring Associate

    5 days ago

    London, Greater London, United Kingdom bbva Full time

    About the RoleWe are seeking a highly skilled Senior Portfolio Monitoring Associate to join our Corporate and Investment Banking team. As a key member of our team, you will be responsible for managing and monitoring a portfolio of project finance and corporate loans with assets in EMEA, Asia, USA, and LATAM.Key ResponsibilitiesSupport the structuring teams...

  • Senior Portfolio Monitoring Associate

    1 week ago

    London, Greater London, United Kingdom bbva Full time

    About the RoleWe are seeking a highly skilled Senior Portfolio Monitoring Associate to join our Corporate and Investment Banking team. As a key member of our team, you will be responsible for managing and monitoring a portfolio of project finance and corporate loans with assets in EMEA, Asia, USA, and LATAM.Main ResponsibilitiesSupport the structuring teams...

  • Senior Portfolio Monitoring Associate

    1 week ago

    London, Greater London, United Kingdom bbva Full time

    About the RoleWe are seeking a highly skilled Senior Portfolio Monitoring Associate to join our Corporate and Investment Banking team. As a key member of our team, you will be responsible for managing and monitoring a portfolio of project finance and corporate loans with assets in EMEA, Asia, USA, and LATAM.Main ResponsibilitiesSupport the structuring teams...

Portfolio Monitoring Manager

4 months ago

London, United Kingdom Goodman Masson Full time

Goodman Masson are searching for a Portfolio Monitoring Manager to join a leading Private Equity firm in their London office.

This newly established position offers an exciting opportunity amid significant growth plans, making it an ideal time to join. It provides a rare chance to be part of a newly formed division within a leading private equity firm, ensuring excellent growth prospects. Supported by the robust framework of a premier, global company, it combines the dynamism of a thriving environment with the stability of a well-established organisation.

The position offers a diverse range of responsibilities spanning finance and beyond, providing opportunities to maximise strengths through positive challenges. Duties include valuing investments, monitoring portfolios, collaborating with various teams like investor relations and external specialists, and ensuring accuracy in valuation and reporting processes. Additionally, the role involves partnering across the business to deliver performance analysis, manage complex structures, and innovate technology capabilities. The ideal candidate will work within an innovative and proactive team, contributing to strategy and workflows, while interacting with senior stakeholders daily. This high-profile role offers tangible results, career development opportunities, and a supportive, meritocratic environment that values effort, teamwork, and innovative thinking.

Key Responsibilities:

  • Monitor and confirm the accuracy of investment valuations provided by underlying investment managers, ensuring up-to-date tradeable NAV and working on the company's valuation adjustments model;
  • Collaborate with external providers such as valuation specialists and auditors to ensure the accuracy of valuations;
  • Prepare the Valuation Committee pack and track progress of new deals to align with strategic objectives;
  • Summarise the performance of the funds' portfolio in a quarterly review pack for senior stakeholders;
  • Govern investment performance, working alongside the Investment Team and CIO Office to probe information around funding requirements and exit assumptions;
  • Collaborate with the Investor Relations team to deliver investment performance analysis for investors and support fundraising efforts through the review of investment materials;
  • Work alongside tax and execution teams to manage complex underlying structures in various jurisdictions;
  • Cooperate with administrators to ensure main deliverables are met;
  • Partner with Middle Office/IT teams to innovate market-leading investment platform functionality and technology capabilities.

Essential Experience:

  • Qualified Accountant (ACA, ACCA, or CIMA) with at least 3 years PQE;
  • ;Significant accounting experience in private equity / alternative fund environments or one of the top 10 accounting firms
  • Strong knowledge of valuation guidance;
  • Excellent organisational and motivational skills with meticulous attention to detail.

Desirable Experience:

  • Experience in PE firms, Asset Managers / Investment Managers, Fund Administrators, or Top 10 accountancy firms;
  • Previous oversight of third-party service providers.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.