Strategic Portfolio Monitoring Specialist
4 days ago
As a Strategic Portfolio Monitoring Specialist, you will play a crucial role in supporting our client's private equity / special situations investor focused on public-to-private opportunities in listed UK and European companies in the mid-market. This is an exciting opportunity to join a fast-paced, dynamic environment and actively contribute to portfolio monitoring, as well as support on new investments.
Key Responsibilities
- Design and develop an 'internal audit' function/framework for current and future portfolio investments under the guidance of the CFO.
- Create and maintain centralised databases collating data from each portfolio company such as leverage, covenants, financial/operational performance (actual and forecast).
- Provide analysis and insight to support the CEO on the monitoring of investments, including trend analysis, outlier analysis, performance versus budget and prior year, potential issues, etc.
- Act as liaison between the CEO and the CFO of the portfolio companies.
- Participate in portfolio company audit committee meetings, including with auditors.
- Review and critique risk registers of each portfolio company.
- Support the investment team on various matters: initial financial reviews, initial red flag analysis, summary of annual reports highlighting key financial information and significant accounting policies, cash generation, off-balance sheet issues.
Requirements
- Previous experience in a similar role within private equity or as a qualified accountant in corporate finance or transaction services.
- Strong technical skills and ability to analyse financial trends.
- Genuine interest in working with the portfolio.
- Strong academic credentials from a leading university.
What You Will GainThis role offers a unique opportunity to work with a reputable private equity firm and contribute to the success of their investments. With a competitive salary range estimated at £80,000 - £120,000 per annum, this position provides a challenging and rewarding career path for an ambitious individual.
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