Portfolio Monitoring Specialist

2 weeks ago


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

This is an exciting opportunity to join our private equity team as an Investment Associate. You will play a critical role in portfolio monitoring and supporting new investments.

Main Responsibilities
  • Work closely with the CFO to design and implement an internal audit framework for portfolio investments
  • Maintain accurate and up-to-date databases for each portfolio company, including financial and operational metrics
  • Conduct in-depth analysis and provide recommendations to the CEO on investment performance
  • Serve as a key point of contact between the CEO and the CFO of portfolio companies
  • Attend portfolio company audit committee meetings and provide expert advice
  • Assess and enhance risk management processes for each portfolio company
  • Support the investment team on various projects, including financial modeling and due diligence
Requirements
  • A minimum of 3 years' experience in a similar role within private equity or corporate finance
  • Proven track record of success in financial analysis and reporting
  • Professional certifications (e.g., ACA, CFA) and a strong academic background
  • Excellent communication and teamwork skills


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