Investment Portfolio Analyst

3 weeks ago


London, Greater London, United Kingdom Trace - Expert Accountancy Recruitment Full time
Position Overview

Investment Portfolio Analyst, Private Equity Sector, London, Hybrid Work Arrangement, Competitive Salary

We are dedicated to fostering an inclusive recruitment process and welcome applications from diverse backgrounds.

A dynamic Private Equity organization is seeking to add an Investment Portfolio Analyst to their expanding team. This position offers a diverse range of responsibilities and provides excellent exposure to various departments within the firm and their associated portfolio entities.

The organization is offering a competitive salary along with an attractive bonus structure and comprehensive benefits package for the successful candidate.

This role is ideal for a fund accountant aiming to transition into the Portfolio Finance domain.

Key Responsibilities

  • Reviewing and validating data from portfolio companies
  • Monitoring and assessing trading data to ensure its accuracy
  • Providing consolidated insights and analyses to identify underlying trends and information
  • Preparing financial documentation for investor communications and fundraising efforts
  • Delivering ad hoc performance data for portfolio companies as requested by investors

Required Skills & Qualifications:

  • Qualified Accountant (ACA, ACCA, or CIMA)
  • Experience in interpreting and verifying financial statements
  • Proficient in Excel and PowerPoint
  • Strong interpersonal abilities to effectively influence discussions

For further information, please reach out to Trace - Expert Accountancy Recruitment.


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