Job details

Portfolio Associate, Leading Private Equity Fund, London, UK

9280 /42C

Our client, a leading mid-market private equity fund are looking to hire a Portfolio Associate to join their impressive London team. The firm’s Portfolio has significantly grown in recent years and are looking to make a number of new acquisitions in the near future, making it a very exciting time to join. The role is very broad where you will gain some fantastic exposure, taking on the responsibility of monitoring the financial and operational performance of the fund's high-calibre investee companies. 


  • Liaise with portfolio company finance teams and deal executives to collect financial and KPI data
  • Maintain and manage the portfolio monitoring system
  • Ensure deal-related data is accurate and up to date
  • Provide financial analysis and support on value-enhancement projects
  • Review and analyse the content of portfolio reports of each investee company
  • Assist in fundraising data collation and validation
  • Prepare investment valuations
  • Assist the marketing team in the preparation of investor reports and presentations
  • Assist in the creation and maintenance of fund models


  • Experience in analysis of financial data
  • Strong stakeholder management and interpersonal skills
  • Strong Excel skills, financial modelling experience an advantage
  • A strong academic background
  • ACA, ACCA or CIMA qualified would be advantageous
  • Experience in private equity audit, transaction services, due diligence or corporate finance support
  • Experience in a portfolio reporting team for a private equity house or fund manager would be advantageous

Private Equity, Corporate Finance

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