Investment Portfolio Strategy Specialist

6 days ago


London, Greater London, United Kingdom Edgworth Partners Full time

At Edgworth Partners, we are seeking a highly skilled Investment Portfolio Strategy Specialist to join our team. This role will play a key part in supporting the management of a new semi-liquid private equity vehicle.

We are exclusively working with an established global private equity firm focused on secondary markets, which manages over $150bn in assets across private equity, credit, infrastructure, and secondaries.

The successful candidate will have at least 5 years of experience in portfolio management, investment strategy, or financial analysis, and a Bachelor's degree in Business, Finance, Economics, or Accounting.

The salary for this position is estimated to be around $120,000 - $180,000 per year, depending on experience.

Key Responsibilities:

  • Prepare and analyse portfolio data for decision-making.
  • Create detailed reports on portfolio performance, risks, and market conditions.
  • Assist in fund launches, investment due diligence, and distribution activities.
  • Update and refine cash flow and portfolio construction models.
  • Work closely with treasury, legal, tax, and investor relations teams.
  • Support strategic initiatives and policy updates.


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