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- Tasks: Join a dynamic team as a Finance / Portfolio Manager, handling diverse financial tasks.
- Company: Work with a leading global private equity firm in the heart of London.
- Benefits: Enjoy a competitive salary, bonuses, and potential for permanent placement.
- Why this job: This role offers growth, collaboration with stakeholders, and impactful projects.
- Qualifications: Qualified Accountant with 5+ years experience; Big 4 audit training preferred.
- Other info: This is a temp to perm opportunity starting soon, perfect for motivated individuals.
The predicted salary is between 64000 - 72000 £ per year.
Our client, an established global private equity firm based in central London, is looking for a Finance / Portfolio Manager to join the team. Reporting to the Finance Director, this is a newly created role which is broad and varied and involves working with numerous stakeholders. Starting in the next few weeks, this is a fantastic temp to perm opportunity.
The duties and responsibilities for this Finance / Portfolio Manager role include but are not limited to:
- Assistance with the onboarding of new investments and resolution of post-deal issues.
- Assist on deal related activities (due diligence, funds flow, KYC, analysis).
- Review of monthly management packs and liquidity models and assessing funding needs.
- Ad hoc analysis of Portfolio company financial information.
- Development and management of an internal audit programme for the Portfolio Companies.
- Assist with internal reporting processes, and assisting with internal, quarterly reporting to various stakeholders.
- Establishment and management of UK portfolio holding companies (including development and maintenance of substance requirements, taxation compliance).
- Lead UK statutory reporting obligations, including preparing statutory accounts, liaising and coordinating with annual audit processes, developing portfolio-wide accounting solutions, and coordinating statutory books in conjunction with various legal firms.
- Support the Finance Director and Fund Operations team with ad hoc special projects.
- Assist Investment, Strategic Operations, Investor Relations, and Compliance teams, among others, as required.
The skills and experience required for this Finance / Portfolio Manager role include but are not limited to:
- Qualified Accountant (ideally Big 4 audit trained) with 5+ years relevant post-qualified experience.
- Excellent technical knowledge of IFRS/UK GAAP.
- Experience within the leisure / hospitality industry is advantageous.
- Ability to work with limited oversight and across different time zones with other members of the team.
- Ability to communicate and interact professionally and effectively through written and oral communication with internal teams, and service providers.
- Advanced Excel.
- Strong analytical skills and attention to detail.
- Motivated work ethic and desire to expand one’s knowledge, impact, and role.
- Ability to prioritise, multi-task, work under pressure and meet deadlines.
To apply for this Finance / Portfolio Manager role, please use the apply button. Please note that due to the expected volume of applications, we will only be able to respond to those candidates whose experience closely matches the requirements of our client. We are sorry, but if you have not heard from us within the next ten days, please assume you have been unsuccessful on this occasion.
Finance / Portfolio Manager employer: Walker Hamill
Contact Detail:
Walker Hamill Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance / Portfolio Manager
✨Tip Number 1
Network with professionals in the private equity sector. Attend industry events or webinars where you can meet people who work at firms similar to our client. Building these connections can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in finance and portfolio management, especially within the leisure and hospitality industries. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in your field.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by Finance Managers. Think about how you would handle onboarding new investments or resolving post-deal issues, as these are key responsibilities of the role.
✨Tip Number 4
Showcase your analytical skills by being ready to discuss specific examples of how you've used data to drive decisions in previous roles. Highlighting your experience with IFRS/UK GAAP and advanced Excel will also be crucial in demonstrating your technical expertise.
We think you need these skills to ace Finance / Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance and portfolio management. Emphasise your qualifications, especially if you are a qualified accountant with Big 4 audit training, and include specific examples of your work with IFRS/UK GAAP.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Discuss your experience with onboarding new investments, deal-related activities, and internal reporting processes to demonstrate your fit for the role.
Highlight Relevant Skills: In your application, make sure to showcase your advanced Excel skills, strong analytical abilities, and attention to detail. Mention any experience you have in the leisure or hospitality industry, as this is considered advantageous.
Follow Application Instructions: When applying, ensure you use the apply button as instructed. Double-check that all required documents are included and that your application is free from errors before submission.
How to prepare for a job interview at Walker Hamill
✨Showcase Your Technical Knowledge
As a Finance / Portfolio Manager, you'll need to demonstrate your understanding of IFRS and UK GAAP. Be prepared to discuss specific examples from your past experience where you've applied these standards in real-world scenarios.
✨Highlight Your Stakeholder Management Skills
This role involves working with various stakeholders. Share experiences where you've successfully collaborated with different teams or departments, especially in high-pressure situations, to show your ability to communicate effectively.
✨Prepare for Technical Questions
Expect questions related to financial analysis, liquidity models, and statutory reporting. Brush up on these topics and be ready to explain your thought process and methodologies clearly.
✨Demonstrate Your Analytical Skills
Given the emphasis on ad hoc analysis and attention to detail, prepare to discuss how you approach problem-solving and data analysis. Use specific examples to illustrate your analytical capabilities and how they have benefited previous employers.
