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- Tasks: Support financial due diligence and drive value creation initiatives for portfolio companies.
- Company: Join a leading private equity firm focused on enhancing financial performance.
- Benefits: Enjoy a collaborative team environment and opportunities for career acceleration.
- Why this job: Make a real impact in a dynamic role that shapes financial outcomes.
- Qualifications: 7-10 years of experience, ideally in Big 4 Transaction Services; ACCA-qualified is a plus.
- Other info: On-site work in London required 4+ days a week.
The predicted salary is between 43200 - 72000 £ per year.
Our client is seeking a high-calibre Portfolio Value Creation Specialist with deep financial expertise and a strong track record in transaction services to join their Portfolio Operations team. This dual-facing role supports both post-acquisition value creation initiatives and pre-investment transaction processes. The ideal candidate will bring rigorous financial due diligence experience, strong commercial judgment, and the ability to work hands-on with portfolio companies to unlock financial performance. This is a critical role interfacing with both investment teams and portfolio leadership to drive value across the deal lifecycle.
Key Responsibilities
- Pre-Investment (Deal Support): Support financial due diligence and operational assessments during the investment process, working alongside investment professionals and external advisors. Evaluate target company finance functions, systems, and reporting maturity to identify opportunities and risks. Contribute to investment committee materials by articulating finance-related value creation levers and execution feasibility. Assist in integration planning, particularly around finance and reporting systems.
- Post-Investment (Value Creation): Partner with portfolio company CFOs and finance teams to identify and execute financial value creation initiatives across budgeting, forecasting, working capital, and reporting. Lead post-close diagnostics to define financial improvement priorities and 100-day action plans. Drive enhancements in management reporting, cash flow visibility, and performance tracking. Support ERP and financial systems upgrades to enable scalability and control. Evaluate and improve finance function capabilities, including team structure, process effectiveness, and KPIs.
What We're Looking For:
- 7–10 years' experience, ideally starting in Big 4 Transaction Services / Deal Advisory
- Exposure to private equity clients or value creation initiatives
- Deal team professionals interested in pivoting into a value creation
- ACCA-qualified or similar is a plus
- Willing to work on-site in London 4+ days/week
Why This Role:
- Be part of a high-performing and collaborative team
- Work directly with investment professionals and leadership
- Shape outcomes across a diverse and growing portfolio
- Accelerate your career in private equity operations
Contact Detail:
The Barton Partnership | B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Equity Fund - Finance Value Creation
✨Tip Number 1
Network with professionals in the private equity space, especially those who have experience in portfolio operations. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in value creation.
✨Tip Number 2
Familiarise yourself with the specific financial metrics and KPIs that are crucial for evaluating portfolio companies. Being able to discuss these metrics confidently during interviews will demonstrate your expertise and understanding of the role.
✨Tip Number 3
Prepare to discuss case studies or examples from your past experiences where you successfully drove financial improvements or value creation initiatives. This will showcase your hands-on approach and ability to deliver results.
✨Tip Number 4
Research the company’s portfolio and understand their investment strategy. Tailoring your insights and questions about their specific investments during the interview can set you apart as a candidate who is genuinely interested in their operations.
We think you need these skills to ace Private Equity Fund - Finance Value Creation
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial due diligence and transaction services. Emphasise any work with private equity clients or value creation initiatives, as this will resonate with the role.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate your understanding of the dual-facing nature of the role. Discuss how your background aligns with both pre-investment and post-investment responsibilities, showcasing specific examples from your past experiences.
Highlight Key Skills: Focus on key skills such as commercial judgment, financial analysis, and operational assessment. Use concrete examples to demonstrate how you've successfully driven financial performance in previous roles.
Show Enthusiasm for the Role: Convey your passion for private equity operations and your eagerness to contribute to value creation initiatives. Mention why you are excited about the opportunity to work closely with investment teams and portfolio leadership.
How to prepare for a job interview at The Barton Partnership | B Corp™
✨Showcase Your Financial Expertise
Make sure to highlight your deep financial expertise during the interview. Be prepared to discuss specific examples from your past experiences, particularly in transaction services and financial due diligence, as this role requires a strong track record in these areas.
✨Demonstrate Commercial Judgement
The ability to make sound commercial decisions is crucial for this position. Prepare to discuss scenarios where you had to evaluate risks and opportunities in financial contexts, showcasing your analytical skills and judgement.
✨Engage with Portfolio Company Scenarios
Since this role involves working hands-on with portfolio companies, think of examples where you've successfully partnered with finance teams to drive value creation. Be ready to explain how you approached budgeting, forecasting, and performance tracking.
✨Prepare for Integration Planning Discussions
Integration planning is a key responsibility in this role. Familiarise yourself with common challenges and solutions related to finance and reporting systems integration. Be prepared to discuss how you would approach these tasks and any relevant experiences you've had.
