Investment Associate – Private Equity Portfolio Management
Large Cap PE Fund – London
A leading global private markets manager with a long track record in private equity, secondaries, credit, and infrastructure, managing more than $200bn USD across a diversified platform and global team, is hiring an Investment Associate for its private equity semi-liquid portfolio management team.
This role will support portfolio management, strategy, investment analysis, cash flow modelling and investment committee materials for its open-ended semi-liquid fund structures.
Responsibilities include:
- Maintaining and updating cash flow and portfolio construction models to monitor performance, liquidity and operational metrics
- Preparing investment committee materials including portfolio composition analysis, deal allocation work and peer comparisons
- Producing periodic portfolio performance reports covering monitoring, risk, allocation and market insights
- Supporting projects linked to fund launches, investment activity and investor due diligence
- Working closely with internal teams across treasury, reporting, tax, compliance and investor relations to support portfolio management activitiesContributing to ad hoc strategic initiatives and policy related work as required
Requirements:
- 2-4 years of relevant experience in portfolio management, investment strategy or financial analysis
- Undergraduate degree in finance, economics, business or accounting
- Strong analytical skills with advanced Excel and financial modelling capability
- Understanding of private equity performance metrics, valuations and operational analysis
- Excellent written and verbal communication skills
- Ability to manage multiple workstreams and deliver to tight deadlines
- High attention to detail, proactive mindset and strong problem solving skills
- Collaborative team player with strong organisational ability and desire to learn
This is an opportunity to play a key role in the development and ongoing management of new evergreen and semi-liquid private equity portfolios within a highly collaborative investment platform.
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