Job details

Portfolio Associate, Leading Global Private Equity Fund, London, UK


REFERENCE:
8707 /31C

Our client, our leading global private equity fund are 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 fund raise 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

 


LOCATION:
UK
SECTOR:
Private Equity, Corporate Finance, Secondaries
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