Agile Portfolio Analyst

3 weeks ago


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

We are seeking a skilled Portfolio Analyst to join our team at Trace - Expert Accountancy Recruitment. As a key member of our finance team, you will be responsible for delivering high-quality portfolio data analysis and insights to internal and external stakeholders.

Your Key Responsibilities:

  • Collect and analyze portfolio company data across financial and ESG metrics
  • Develop and maintain data strategies and tools to support business growth
  • Deliver reporting and insights to stakeholders, including investors and finance teams
  • Support ad-hoc projects to drive business success

Your Ideal Background:

  • Qualified accountant with 3+ years of post-qualified experience
  • Proven experience in data analysis, portfolio monitoring, and investment valuations
  • Strong organizational and proactive skills, with ability to work in a fast-paced environment

What We Offer:

A competitive salary of £65,000 - £70,000, plus a great bonus and 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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