Private Equity Analyst – Single Family Office, London

Overview

In this role you will support the family office in researching and evaluating private equity opportunities, monitor the existing portfolio, and provide timely reporting to principals and stakeholders. You will work with Senior Investment Managers and the Principal to translate research into investment recommendations and portfolio decisions. The role combines rigorous analysis with clear communication and proactive idea generation to drive value for UHNW clients. You will contribute to quarterly market commentary and portfolio valuation processes, shaping the family’s investment approach in private markets.

Responsibilities

• Conduct detailed qualitative and quantitative research on companies and industries
• Provide quarterly commentary on private equity markets by sector and geography with recommendations
• Oversee quarterly portfolio valuations
• Prepare monthly equity reports on consolidated portfolio movement and market commentary
• Prepare weekly IPO reports
• Monitor the existing portfolio and report to principals and external stakeholders
• Present ideas and strategies clearly to stakeholders with attention to detail

Key requirements

• 2-3 years of relevant experience in family office, buy-side private equity, or research
• Strong technical knowledge of private market analysis and portfolio management
• Experience with financial models for valuations and returns analysis
• Knowledge of a wide range of stocks, geographies, and markets
• Proactive, strong communicator, hard-working, committed to strategy
• Ability to assess risk and mitigate within a portfolio
• Experience presenting ideas to stakeholders; preference for experience with UHNW individuals

• strong communication
• proactive
• attention to detail
• private market analysis
• portfolio management
• financial modelling

…