Analyst / Associate, Portfolio Management

Our client is looking to hire an Analyst / Associate into their portfolio management and risk team. This role reports directly into the Head of Portfolio Management. Key functions of the role :

• Support core portfolio management and risk management processes for the private equity team.
• Preparation of quarterly Portfolio Review Committee materials.
• Support portfolio management activities, including vehicle capacity planning, deal allocation decisions, and risk exposure monitoring.
• Help design and build dashboards for investment teams and IC.
• Produce insightful reporting for the investment committee and deal teams.
• Produce insightful analysis (diagnostics) to improve investment process and investment decision-making.
• Act as the primary analyst on portfolio risk matters to the head of portfolio management.
• Liaising with investment deal teams as well as operations teams for data gathering and analysis.

• Degree level (or equivalent) education.
• 1-3 years previous experience in the financial sector (in particular private markets) would be an advantage, but not required.
• Modelling – advanced user of MS Excel, Word, PowerPoint and Salesforce, with a strong aptitude for learning new IT systems.
• Strong analytical skills with prowess for working with high volumes of numerical data and transforming this into information helpful for decision making.
• Report writing skills - including fluent command of business level English.