Portfolio Analyst

Your Role

• Responsibility for the production of the investment performance reporting.
• Ensure that the financials are in line with the targets set at acquisition.
• Work closely with the Transaction team assisting on new deals as well as exits.
• Review of the portfolio companies financial reporting and tax structures.
• Assist with liquidity management and cash flow forecasting.
• Monitoring the funds compliance with sustainability reporting.
• Review financial models and involvement in deal specific projects.

Your Skills & Qualifications

• Be a recently qualified ACA with Investment Management funds audit experience and a strong interest in ESG.
• Have the ability to build good relationships with the Investee companies senior management teams.
• Be able to multi-task and enjoy a fast-paced environment.

They are looking to offer the successful candidate circa £65,000 + excellent benefits and bonus potential.

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