Investment Portfolio Monitoring Specialist

1 week ago


London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

About the Role

We are seeking a highly skilled Investment Portfolio Monitoring Specialist to join our team at PER, Private Equity Recruitment. As an Associate, Entrepreneurial Private Equity/Special Situations Investor, you will be responsible for monitoring and analysing our investment portfolio, identifying areas of improvement, and developing strategies to drive growth.

Main Responsibilities:

  • Monitor and analyse the performance of our investment portfolio, providing regular updates to the CEO and CFO.
  • Develop and implement effective audit frameworks for current and future portfolio investments.
  • Liaise with portfolio companies to gather data and insights, supporting the CEO in making informed investment decisions.
  • Collaborate with the investment team to identify new opportunities and develop strategic plans to achieve our goals.

Requirements:

  • Prior experience in a similar role within private equity or as a qualified accountant in corporate finance or transaction services.
  • Strong technical skills and analytical abilities, with a proven track record of delivering high-quality results.
  • A genuine interest in working with the portfolio and a passion for driving growth and success.
  • Strong academic credentials from a leading university.

Salary Range: £60,000 - £80,000 per annum depending on experience.



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