Portfolio Associate

4 weeks ago

Greater London, United Kingdom Walker Hamill Full time

Our client is a leading Private Equity firm that has a stellar track record. Due to growth and an ever-expanding portfolio, they are looking to add junior resource by hiring a Portfolio Associate into their team.


The function has a very broad mandate including monitoring, value enhancement, and post-deal add-ons of the portfolio. They work very closely with management teams and also at a fund level, ensuring the performance of the portfolio is in line with the firm's overall strategy and exit plans.


The team is flat structured and reports into an experienced senior management hat has a wealth of experience and knowledge. The team has a collegiate feel and enjoys a good tenure.


Ideal candidates will have at least a year's experience working in a Private Equity Transaction Services or Corporate Finance team.


Responsibilities

  • Working closely with portfolio company finance teams and deal executives on a monthly basis
  • Onboarding new investee companies into the portfolio
  • Maintaining and managing the portfolio monitoring system
  • Producing a monthly summary of portfolio company performance of, reporting trends and assessing the overall health of the portfolio
  • Providing financial analysis and support to ad hoc value enhancement projects
  • Reviewing and analysing the content of the quarterly portfolio reports of each investee company, prepared by the deal team
  • Reviewing and analysing the content of investee companies
  • Assisting in fundraising data collation and validation
  • Preparing quarterly investment valuations as part of fund reporting
  • Assisting the marketing team to prepare investor reports


Background

  • Degree educated
  • Strong stakeholder management and inter-personal skills
  • Creative and commercial mindset
  • Strong MS Excel and MS PowerPoint skills; financial modelling an advantage but not essential
  • The successful candidate will be Big 4 or equivalent trained with an ACA or CIMA accounting qualification. Demonstrable experience in providing Transaction Services due diligence and/or Corporate Finance support is also required
  • Experience from within a Private Equity audit team will be considered.


Compensation is flexible for this mandate and there is hybrid working available.


Please note that due to the expected volume of applications, we will only be able to respond to those candidates whose experience matches the requirements of our client. We are sorry, but if you have not heard from us within the next ten days, please assume you have been unsuccessful on this occasion.


Walker Hamill has been the leading recruiter of Finance Directors, Financial Controllers and Fund Accountants to UK and European private equity firms for over 30 years. We work with a highly diversified client group, including buyout funds of all sizes, growth & venture capital investors, real estate funds, co-investment vehicles, secondaries funds and fund of funds. Headquartered in London, we have additional offices in continental Europe. For more information, please see the Walker Hamill website.

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