Portfolio Monitoring, Private Equity

1 week ago

London, UK, United Kingdom Carnegie Consulting Full time

A rare and exciting opportunity to join one of Europe's largest Private Equity firms. They are seeking a newly/recently qualified accountant (ACA, ACCA, CIMA) to join their Portfolio Monitoring team directly from your current audit role. This is a very commercial role that will see you build relationships with both portfolio companies and internal functions to report on the financial health and performance of their portfolio companies

The Role:

  • Reviewing and approving portfolio company data submissions
  • Ability to effectively communicate and build strong relationships with portfolio company finance teams
  • Assisting to provide valuable consolidated analysis and insight on results, underlying information, trends, information and their impacts for portfolio companies, Fund(s) and Firm
  • Helping to monitor and review trading data to ensure it is realistic, in line with agreed strategic plans and expectations and escalate any associated concerns as appropriate
  • Additional project support to help drive reporting improvement projects
  • Being a highly competent sponsor and "super user" of iLevel, helping to manage the system on an on-going basis, developing custom reports and additional data capture architecture as required to fulfil business needs
  • Providing advice and assistance to other users aimed at ensuring effective and consistent usage
  • Assisting to sense check and query information received to ensure high quality financial outputs
  • Assist in embedding financial ownership and responsibility within portfolio companies
  • Challenging and focussing the deal teams and management team on important trends by creating concise yet powerful reporting, aligned to team goals
  • Assisting with fund level analysis and projected outcomes based on investment performance
  • Helping to provide Committee leaders with deeper understanding and insightful analysis of information and trends and drawing conclusions and making recommendations
  • Participating where required at Realisation Committee and other Partner meetings
  • Assistance with preparation of financial information for investor reports, fundraising and AGM materials
  • Ad hoc portfolio company performance data as required by investors

Requirements:

  • You will be a fully qualified accountant (ACA, CIMA, ACCA). Likely to be newly or recently qualified
  • Likely to be taking your first role post practice/audit
  • Ideally working with Private Equity or fund management clients in your current role
  • Have excellent, all-round, communication skills
  • Be academically bright and intellectually curious
  • Be a natural relationship builder

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