Investment Portfolio Analyst
3 weeks ago
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.
-
Investment Analyst
3 days ago
London, Greater London, United Kingdom GIC Investment Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join our Private Equity Department as an Analyst / Associate. This is a three-year contract as part of our Associate programme.Key ResponsibilitiesParticipate in portfolio management, including monitoring existing positions, valuing incremental debt opportunities, and...
-
Investment Analyst
3 days ago
London, Greater London, United Kingdom GIC Investment Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Investment Analyst to join our Private Equity Department as an Analyst / Associate. This is a three-year contract as part of our Associate programme.Key ResponsibilitiesParticipate in portfolio management, including monitoring existing positions, valuing incremental debt opportunities, and...
-
Investment Research Analyst
5 days ago
London, Greater London, United Kingdom MFS Investment Management Full timeInvestment Research AnalystMFS Investment Management, London, United KingdomJob Type: Hybrid Job, PermanentSalary: CompetitiveAt MFS Investment Management, we value our employees and strive to create a culture that supports their growth and well-being. We believe in putting people first and demonstrating care and compassion for our community and each...
-
Investment Research Analyst
4 days ago
London, Greater London, United Kingdom MFS Investment Management Full timeInvestment Research AnalystMFS Investment Management, London, United KingdomJob Type: Hybrid Job, PermanentSalary: CompetitiveAt MFS Investment Management, we value our employees and strive to create a culture that supports their growth and well-being. We believe in putting people first and demonstrating care and compassion for our community and each...
-
Investment Portfolio Analyst
3 weeks ago
London, Greater London, United Kingdom Maven Capital Partners Full timeJob OverviewPRIVATE EQUITY PORTFOLIO ANALYSTMaven Capital Partners is seeking a Portfolio Analyst to support our investment team. This position will work closely with the Portfolio Director and is essential in enhancing the value of our private equity investments.The primary objective of this role is to assist the senior portfolio management team in...
-
Investment Portfolio Analyst
2 weeks ago
London, Greater London, United Kingdom Pathway Capital Management Full timeAbout the RoleWe are seeking a highly skilled Investment Analyst to join our team at Pathway Capital Management. As an Investment Analyst, you will play a critical role in analyzing private equity fund investment opportunities and monitoring client portfolios.Key ResponsibilitiesConduct thorough quantitative and qualitative reviews of fund investment...
-
Investment Portfolio Analyst
2 weeks ago
London, Greater London, United Kingdom Pathway Capital Management Full timeAbout the RoleWe are seeking a highly skilled Investment Analyst to join our team at Pathway Capital Management. As an Investment Analyst, you will play a critical role in analyzing private equity fund investment opportunities and monitoring client portfolios.Key ResponsibilitiesConduct thorough quantitative and qualitative reviews of fund investment...
-
Investment Portfolio Analyst
3 weeks ago
London, Greater London, United Kingdom Trace – Expert Accountancy Recruitment Full timeInvestment Portfolio Analyst, Private Equity Firm, London, Hybrid, Competitive SalaryWe are dedicated to creating an inclusive hiring process for all candidates who meet the minimum qualifications for our role. We encourage applications from diverse backgrounds in the finance sector.A dynamic Private Equity firm is seeking to onboard an Investment Portfolio...
-
Investment Portfolio Analyst
3 weeks ago
London, Greater London, United Kingdom Trace - Expert Accountancy Recruitment Full timePosition OverviewInvestment Portfolio Analyst, Private Equity Sector, Remote/Hybrid, Competitive SalaryWe value diversity and encourage applications from all qualified candidates.Our recruitment process is designed to be inclusive and accessible. If you require any adjustments during the process, please inform us.A dynamic Private Equity organization is...
-
Investment Portfolio Analyst
3 weeks ago
London, Greater London, United Kingdom Trace – Expert Accountancy Recruitment Full timeInvestment Portfolio Analyst, Private Equity Firm, London, Hybrid and up to £85,000We are dedicated to fostering an inclusive and accessible recruitment process for all candidates who meet the minimum qualifications for our position. We encourage applications from under-represented groups in the accountancy sector and are happy to make reasonable...
-
Investment Research Analyst
4 days ago
London, Greater London, United Kingdom MFS Investment Management Full timeAbout the RoleMFS Investment Management is seeking a highly skilled Investment Research Analyst to join our team. As an Investment Research Analyst, you will be responsible for conducting in-depth research on various industries and global regions to develop specific company and stock recommendations for our portfolios.Key ResponsibilitiesConduct Research and...
-
Investment Research Analyst
4 days ago
London, Greater London, United Kingdom MFS Investment Management Full timeAbout the RoleMFS Investment Management is seeking a highly skilled Investment Research Analyst to join our team. As an Investment Research Analyst, you will be responsible for conducting in-depth research on various industries and global regions to develop specific company and stock recommendations for our portfolios.Key ResponsibilitiesConduct Research and...
-
Investment Research Analyst
1 week ago
London, Greater London, United Kingdom MFS Investment Management Full timeAbout the RoleMFS Investment Management is seeking a highly skilled Investment Research Analyst to join our team. As an Investment Research Analyst, you will be responsible for conducting in-depth research on specified industries or global regions to develop specific company and stock recommendations for the portfolios managed by MFS.Key...
-
Investment Research Analyst
1 week ago
London, Greater London, United Kingdom MFS Investment Management Full timeAbout the RoleMFS Investment Management is seeking a highly skilled Investment Research Analyst to join our team. As an Investment Research Analyst, you will be responsible for conducting in-depth research on specified industries or global regions to develop specific company and stock recommendations for the portfolios managed by MFS.Key...
-
Investment Portfolio Analyst
1 day ago
London, Greater London, United Kingdom Hd6 Full timeAbout Hd6Hd6 is a leading provider of customized private market portfolio solutions. We develop and manage diversified portfolios of private equity, private credit, and infrastructure investments on behalf of institutional and corporate clients.Job SummaryWe are seeking an experienced Investment Portfolio Analyst to join our team in London. The successful...
-
Investment Portfolio Analyst
1 day ago
London, Greater London, United Kingdom Hd6 Full timeAbout Hd6Hd6 is a leading provider of customized private market portfolio solutions. We develop and manage diversified portfolios of private equity, private credit, and infrastructure investments on behalf of institutional and corporate clients.Job SummaryWe are seeking an experienced Investment Portfolio Analyst to join our team in London. The successful...
-
Investment Portfolio Analyst
3 weeks ago
London, Greater London, United Kingdom Maven Capital Partners Full timePRIVATE EQUITY PORTFOLIO ANALYSTMaven Capital Partners, a division of Mattioli Woods, is seeking a Portfolio Analyst to support our investment initiatives. This position will report directly to the Portfolio Director.The primary objective of this role is to assist the senior portfolio management team in enhancing value within the private equity investment...
-
Investment Portfolio Analyst
3 weeks ago
London, Greater London, United Kingdom Maven Capital Partners Full timeJob OverviewPRIVATE EQUITY PORTFOLIO ANALYSTMaven Capital Partners is seeking a Portfolio Analyst to support our London/South division. This position will report directly to the Portfolio Director.The primary objective of this role is to assist the senior portfolio management team in enhancing value within the private equity investment portfolio. This...
-
Investment Portfolio Analyst
3 weeks ago
London, Greater London, United Kingdom Maven Capital Partners Full timeJob OverviewPRIVATE EQUITY PORTFOLIO ANALYSTMaven Capital Partners is seeking a dedicated Portfolio Analyst to support our London/South division. This position will work closely with the Portfolio Director.The primary objective of this role is to assist the senior portfolio management team in enhancing value within our private equity investment portfolio....
-
Investment Portfolio Analyst
3 weeks ago
London, Greater London, United Kingdom Maven Capital Partners Full timePRIVATE EQUITY PORTFOLIO ANALYSTMaven Capital Partners, a subsidiary of Mattioli Woods, is seeking a Portfolio Analyst to support our London/South division. This position will report directly to the Portfolio Director.The primary objective of this role is to assist the senior portfolio team in enhancing value creation within the private company investment...