Our client, a leading global private equity fund, is currently looking to hire a Portfolio Associate to join their high-performing direct co-investments team. The fund, which has over 30 years of experience investing through a range of strategies have had a very successful year, closing their latest fundraise whilst making a number of new acquisitions – making it a very exciting time to join. As the Portfolio Associate, you will gain immediate exposure to a wide range of activities including fundraising, portfolio analysis, marketing and fund management. On a daily basis, you will be working alongside the London based Portfolio Director whilst also working closely with the global direct co-investment team.
This is a fantastic opportunity for an individual with some great technical and commercial experience, ideally from a consulting, client services or portfolio management background, to become an integral member of the team.
RESPONSIBILITIES:
- Prepare, maintain and present marketing materials for fundraising activities and fund updates for existing clients
- Respond to fundraising, marketing and investor-related queries and requests
- Prepare and maintain monitoring materials for all aspects of direct co-investment portfolio
- Analyse fund capacity, reserves, investment allocation and performance
- Assist with preparation of fund letters and quarterly reports for investors
- Prepare and present materials for advisory board meetings
- Develop and maintain fund cash flow modelling
- Manage separate accounts, including portfolio updates, data room management and various client communications
- Participate in ad-hoc projects in relation to existing portfolio companies
YOUR PROFILE:
- Experience working within consulting, client services or portfolio management is preferred
- Experience within Private Equity or Private Credit would be advantageous
- 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
