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Analyst, Portfolio Monitoring and Finance, London, UK
PER has partnered with a leading venture capital investor to hire a Performance Monitoring and Finance Analyst to support the CFO. This is an exciting opportunity to work across a broad range of fund finance responsibilities, with ownership of valuations, portfolio monitoring, and portfolio analysis. The role offers exposure to a dynamic investment environment and the chance to contribute directly to key financial insights and decision-making.
#15370

Analyst, Portfolio Monitoring and Finance, London, UK

Finance
Accounting & Tax
Portfolio Management
UK
0 - 2 years
2 - 5 years
About our client

Our client is a leading venture capital investor seeking a Performance Monitoring and Finance Analyst to support the CFO in London. This is a fantastic opportunity to take ownership of valuations, portfolio analysis, and a broad range of fund finance responsibilities. As a growth hire, you will act as a business partner to senior management, supporting oversight of fund finance, portfolio monitoring, valuations, analytics, and process improvements. This role offers exposure to a dynamic and fast-growing business, providing the chance to make a meaningful impact during an exciting period of expansion.
What the job involves

  • Take ownership of the quarterly and annual valuation of portfolio companies, applying appropriate valuation methodologies
  • Analyse company performance by interpreting portfolio company data, including board and management packs, as well as other financial and non-financial information
  • Prepare monthly and quarterly investor communications and reporting
  • Support the CFO in the ongoing implementation and development of technology solutions to enhance portfolio monitoring, data analysis, and performance analytics
  • Strengthen portfolio monitoring processes and leverage insights from data in valuations and other business analyses
  • Assist with ad-hoc analysis, including exit scenario modelling and fund performance modelling
  • Review and assess fund-level risks
  • Interrogate company-level data to challenge valuation assumptions and understand the underlying drivers of asset performance
  • Support the CFO with fund drawdowns and distributions
  • Provide assistance during fund annual audit and reporting periods

Who we are looking for

  • Chartered Accountant (or equivalent) qualification
  • Strong understanding of valuations and IPEV guidelines
  • Experience in private equity or venture capital is desirable
  • Exceptional attention to detail and analytical ability
  • Proficient in Microsoft Office; modelling experience is a plus
  • Comfortable working in a fast-paced and dynamic environment
  • Self-motivated, proactive, and demonstrates a strong work ethic
  • Engaging and personable, able to build relationships with a broad range of service providers
  • Excellent written and verbal communication skills
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