Job details

Portfolio Analysis Associate, Mid-Market Private Equity Firm, London

75094 /18C
A mid-market private equity firm is looking for a Fund and Portfolio Analysis Associate to join its highly regarded team. This role offers great exposure to the more analytical side of fund and portfolio operations. You’ll be working in the Funds team with a range of responsibilities from portfolio and fund valuations to capital calls and working on improving the portfolio monitoring and reporting system. This hands-on role is a superb opportunity to join a renowned fund in a position that has great prospects.

  • Prepare fund valuations
  • Report quarterly for all funds and flag potential issues
  • Presenting to internal stakeholders on the performance of the portfolio companies
  • Potential to assist with the investment team on a range of projects
  • Capital calls, distributions, verifying fund data, updating KPIs and more

  • Previous private equity fund experience
  • Fund or portfolio reporting experience vital
  • Immediately available or with a short notice period
  • Very strong technical ability, attention to detail and accuracy
  • Great communication skills, with the ability to liaise between multiple teams


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