Agile Portfolio Manager

1 month ago


London, Greater London, United Kingdom Trace - Expert Accountancy Recruitment Full time
Portfolio Analyst Job Opportunity

We are seeking a skilled Portfolio Analyst to join our team at Trace - Expert Accountancy Recruitment. As a Portfolio Analyst, you will be responsible for collecting and analyzing financial and ESG metrics for our portfolio companies.

Key Responsibilities:

  • Collect and analyze financial data from portfolio companies
  • Develop and maintain data strategies and tools for the business
  • Deliver reporting and insights to internal and external stakeholders
  • Support the wider finance team with ad-hoc projects

Requirements:

  • Qualified accountant with 3 years post-qualified experience
  • Background in data analysis, portfolio monitoring, and investment valuations
  • Organized and proactive with excellent collaboration skills

What We Offer:

A competitive salary of £65,000 - £70,000, a great bonus, and excellent benefits package. If you are a motivated and detail-oriented individual with a passion for finance and data analysis, we encourage you to apply for this exciting opportunity.



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