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About our client

We are partnering with a leading European private equity investor to appoint a portfolio associate. Reporting to the head of fund finance, the role will focus on portfolio monitoring, performance reporting and valuations across the firm’s funds, offering exposure to both finance and investment teams, including investment analysis and due diligence. It is an excellent opportunity for an analytical, commercially minded finance professional looking to develop their career within a growing investment platform.

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What the job involves

• Monitor portfolio company financial and operational performance against business plans, analysing key performance indicators, trends and variances
• Work closely with the fund finance and investment teams to provide insight into portfolio performance, risks and opportunities
• Prepare portfolio performance analysis and reporting for internal stakeholders, investors and governance meetings
• Support the portfolio valuation process through financial analysis, valuation modelling and supporting documentation, coordinating information for external reviews where required
• Provide financial analysis to support portfolio reviews and, where appropriate, investment due diligence
• Support the development of reporting tools, analytical processes and data management practices to improve the quality and efficiency of portfolio monitoring

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Who we are looking for

• Academic background in finance, accounting, economics or a related discipline. An accountancy qualification or progress towards one is advantageous
• Experience in portfolio monitoring, financial analysis, valuations or reporting within private equity, venture capital, private credit or private markets
• Strong financial modelling and analytical skills, with the ability to interpret financial statements, performance metrics and business plans
• Understanding of valuation methodologies and key drivers of portfolio company performance
• Advanced Excel skills and confidence working with detailed financial and operational data
• Strong attention to detail and the ability to deliver accurate, high-quality reporting to deadlines
• Clear communication skills, with the ability to present findings concisely
• Proactive, organised and collaborative, with the ability to work across finance and investment teams
• Commercial curiosity and adaptability, with an interest in understanding portfolio companies and their performance drivers
• Fluency in French preferred