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Portfolio Monitoring Manager

4 months ago

London, UK, United Kingdom Goodman Masson Full time

Goodman Masson are searching for a Portfolio Monitoring Manager to join a leading Private Equity firm in their London office.

This newly established position offers an exciting opportunity amid significant growth plans, making it an ideal time to join. It provides a rare chance to be part of a newly formed division within a leading private equity firm, ensuring excellent growth prospects. Supported by the robust framework of a premier, global company, it combines the dynamism of a thriving environment with the stability of a well-established organisation.

The position offers a diverse range of responsibilities spanning finance and beyond, providing opportunities to maximise strengths through positive challenges. Duties include valuing investments, monitoring portfolios, collaborating with various teams like investor relations and external specialists, and ensuring accuracy in valuation and reporting processes. Additionally, the role involves partnering across the business to deliver performance analysis, manage complex structures, and innovate technology capabilities. The ideal candidate will work within an innovative and proactive team, contributing to strategy and workflows, while interacting with senior stakeholders daily. This high-profile role offers tangible results, career development opportunities, and a supportive, meritocratic environment that values effort, teamwork, and innovative thinking.

Key Responsibilities:

  • Monitor and confirm the accuracy of investment valuations provided by underlying investment managers, ensuring up-to-date tradeable NAV and working on the company's valuation adjustments model;
  • Collaborate with external providers such as valuation specialists and auditors to ensure the accuracy of valuations;
  • Prepare the Valuation Committee pack and track progress of new deals to align with strategic objectives;
  • Summarise the performance of the funds' portfolio in a quarterly review pack for senior stakeholders;
  • Govern investment performance, working alongside the Investment Team and CIO Office to probe information around funding requirements and exit assumptions;
  • Collaborate with the Investor Relations team to deliver investment performance analysis for investors and support fundraising efforts through the review of investment materials;
  • Work alongside tax and execution teams to manage complex underlying structures in various jurisdictions;
  • Cooperate with administrators to ensure main deliverables are met;
  • Partner with Middle Office/IT teams to innovate market-leading investment platform functionality and technology capabilities.

Essential Experience:

  • Qualified Accountant (ACA, ACCA, or CIMA) with at least 3 years PQE;
  • ;Significant accounting experience in private equity / alternative fund environments or one of the top 10 accounting firms
  • Strong knowledge of valuation guidance;
  • Excellent organisational and motivational skills with meticulous attention to detail.

Desirable Experience:

  • Experience in PE firms, Asset Managers / Investment Managers, Fund Administrators, or Top 10 accountancy firms;
  • Previous oversight of third-party service providers.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.