Portfolio Monitoring Finance Specialist

3 days ago


London, Greater London, United Kingdom Goodman Masson Full time

Job Title: Portfolio Monitoring Finance Specialist

Company: Goodman Masson

Goodman Masson is currently seeking a Portfolio Monitoring Finance Specialist to join our team in the London office. This role offers a unique opportunity to be part of a newly established division within a leading private equity firm. The ideal candidate will have a strong background in finance and valuation, with experience in private equity or alternative fund environments. Key responsibilities include monitoring and confirming the accuracy of investment valuations, collaborating with external providers, and preparing valuation committee packs.

Key Responsibilities:

  1. Monitor and confirm the accuracy of investment valuations provided by underlying investment managers.
  2. Collaborate with external providers such as valuation specialists and auditors to ensure the accuracy of valuations.
  3. Prepare the Valuation Committee pack and track progress of new deals to align with strategic objectives.
  4. Summarise the performance of the funds' portfolio in a quarterly review pack for senior stakeholders.

Essential Experience:

  • Qualified Accountant (ACA, ACCA, or CIMA) with at least 3 years PQE.
  • Significant accounting experience in private equity / alternative fund environments or one of the top 10 accounting firms.
  • Strong knowledge of valuation guidance.

Desirable Experience:

  • Experience in PE firms, Asset Managers / Investment Managers, Fund Administrators, or Top 10 accountancy firms.
  • Previous oversight of third-party service providers.

We value equity at all stages of the recruitment process. Please let us know if we can do anything to make the process more accessible to you.



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