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Portfolio Professional

LM11846

Compeitive salary

London

Permanent

Apply now Apply via LinkedIn

Key Responsibilities:

  • Manage and organise extensive datasets relating to portfolio investments, including financial and market information.
  • Analyse financial data to monitor the performance of portfolio companies, identifying areas for improvement and opportunities for value creation.
  • Develop tools and systems to enhance the efficiency of data management and analytical processes.
  • Present monthly performance reports for the investment team.
  • Conduct risk assessments and support the analysis presented to the Investment Committee.
  • Assist in ad hoc commercial value creation projects, supporting statistical analysis and modelling as needed.
  • Develop key performance indicators and create impactful dashboards to communicate insights effectively.

Qualifications & Experience:

  • A strong academic background with a 2:1 or higher bachelor’s degree in a quantitative field such as Mathematics, Statistics, Economics, Finance, or Computer Science.
  • 3 + years of experience in data analysis, preferably in a private equity fund, banking, credit fund, or accountancy firm, with exposure to PE being advantageous.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) and experience with data visualisation tools such as Power BI or Tableau is preferred.

Skills & Competencies:

  • Analytical Skills: Exceptional financial analysis capabilities, attention to detail, and high-quality output.
  • Adaptability: Ability to thrive in a fast-paced environment, managing multiple projects and prioritising tasks efficiently.
  • Communication: Strong written and verbal communication skills, able to convey complex concepts clearly and concisely.
  • Teamwork: A proactive self-starter who works collaboratively, with a team-oriented mindset.
  • An exciting opportunity to join a high-performing and growing private equity firm.
  • A dynamic and collaborative work environment, where you will play a crucial role in driving growth and success for our portfolio companies.
  • Ongoing professional development and the chance to make a tangible impact on the performance of market-leading companies.