Job details

Portfolio Associate, Leading Global Investment Firm, London, UK

8707 /31C

Our client is a leading global private markets investment firm with over 30 years of experience investing through a range of different investment opportunities including private equity, secondary investments and direct co-investments. This is a specialized hybrid role that is fully integrated into the Investment Operations team and will support on a wide range of activities including fundraising, client services and investment monitoring operations.

This is a great opportunity to take your first steps into Private Equity whilst gaining excellent exposure to the entire investment cycle.


  • Prepare, maintain and present marketing materials for fundraising activities and fund updates for exisiting clients
  • Respond to fundraising and marketing related queries and requests
  • Liaise with Product Specialists, Accounting, Legal, Client Service and Investor Relations teams
  • Analyse fund capacity, reserves, investment allocation and performance
  • Assist with preparation of fund letters and quarterly reports for investors
  • Develop and maintain fund cash flow modelling
  • Manage separate accounts, including portfolio updates, data room management and various client communications


  • Experience in accounting, consultancy, portfolio monitoring, transaction services or private equity 
  • A strong academic background in a relevant degree
  • Very strong technical ability, attention to detail and accuracy
  • Advanced level of Excel, Word and Powerpoint
  • Strong stakeholder management and interpersonal skills

Private Equity, Corporate Finance, Secondaries
Coronavirus update
PER is open for business and continuing with recruitment processes.
Please continue to apply online for roles and our consultants will be in touch. We hope you and your loved ones are keeping safe and well.

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