Associate - Portfolio Monitoring
1 month ago
**Job Details**:
**Sector**: Finance & Accountancy-
**Location**: London-
**Job Ref**: GRO230223_1681851238-
**Job Type**: Permanent-
**Salary**: £80000 - £100000 per annum + benefits + bonus per year-
**Contact**: Glen Roberts-
**Start Date**: ASAP**PLEASE NOTE this is not a junior or entry level role.** Do you have a background in an investment, advisory or transaction services related role? This is a critical **middle office hire** at a brand name private equity fund with AUM of £70bn+ aimed at someone with roughly 5 years plus (or equivalent) experience in a deals related role, be that in another private equity fund or Big 4 firm.
Working as part of a global team of 6 spread across 3 offices, this role will be responsible for a mixture of valuations and portfolio monitoring across a number of investments, with plenty of long term potential to progress within the firm.
The individual will oversee the entire end-to-end valuations process, from data collection to preparation of the quarterly valuation presentation for the Valuations committee and GP board/AIFM. The team ensures robust and consistent methodologies across the portfolio, which are both commercially viable and in line with IPEV guidelines. The individual will require a strong operating understanding of each portfolio company and also a technical understanding of the valuation technique used, so to provide sound reasoning and rationale to third party advisers, auditors, the Valuations Committee and investors.
The individual will also oversee portfolio reporting matters for the investments that they cover. This includes preparation of performance analysis, internal reporting and ad hoc analysis for audiences including investors, investment committees and partners meetings. In addition, the individual will work very closely with management teams of the portfolio companies to on-board each of the companies and ensure that the data requirements of the firm are met.
The individual will be tasked with continually improving efficiency and automation in both portfolio reporting and valuations, particularly through the use of technology. As the size of the portfolio and demands of investors has grown, a need has arisen to streamline the process and remove manual intervention, to allow timely and accurate reporting.
The Associate will regularly interact with external valuation advisors and work closely with colleagues on the investment and non investment side of the business. In addition, you will also regularly interact with many teams across the firm, Portfolio Company Management, as well as with very senior stakeholders, including the Investment Committee and GP/ AIFM boards. Key desired attributes will be someone with strong technical and commercial skills and ability to build and maintain relationships globally.
Longer term the role offers an entry point into a growing global business, with a wealth of options available to carve out a successful career with a market leader.
**Your background**:
- Excellent academics and ACA/CA or CFA qualified or equivalent
- Minimum of 5 years' work experience, with experience in a Private Equity, Corporate Finance or Transaction Services role
- Private equity valuations experience and knowledge of IPEV is beneficial
- A proven background and track record in analysing/ interpreting company data
- Advanced Excel user and experience in data analytics
- Strong analytical skill set and excellent commercial awareness
- Ability to build financial models in excel and high degree of competency with PowerPoint
- Excellent organisational skills; the role requires the individual to manage multiple tasks simultaneously across a variety of workstreams
- Highly personable, with an ability to influence and create relationships across the globe. The role will have significant exposure to many high profile internal and external forums and regular interactions with investment teams globally.
- Excellent teamworking skills as the role will involve extensive interaction with multiple internal teams, advisers and portfolio company management teams
- High level of motivation, integrity and enthusiasm
Salary on offer is in the region of £80-100,000 base plus benefits and bonus.
Please note visa sponsorship is not available for this role and you must have full UK work rights.
Eames Consulting is acting as an Employment Agency in relation to this vacancy.
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