iLEVEL Portfolio Monitoring Associate

iLEVEL Portfolio Monitoring Associate – Mid-Market Private Equity Fund

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.

Salary: Competitive/Attractive salary

Location: London

Reference: MS13281

The Opportunity

An exciting and sought after London-based mid-market private equity fund is seeking a senior associate to lead portfolio monitoring. This role bridges asset-level data and top-level reporting, financial acumen, and an analytical mindset. Ideal for someone from consulting, audit or corporate finance with a passion for tech and data and experience using iLEVEL software.

Responsibilities:

• Own the full end-to-end reporting process across all portfolio companies.
• Using iLEVEL build dashboards and analytical tools.
• Develop and scale a tech-driven, automated reporting function.
• Provide analysis, trends, and insights to support portfolio and investment committees.
• Reconcile and integrate top-down and bottom-up financial data.
• Act as a strategic business partner to senior leadership and the wider portfolio.
• Collaborate with finance teams and partners to access and validate data.
• Identify and implement process improvements, including macros or similar tools.
• Ensure effective communication, time management, and cross-functional collaboration.

Requirements:

• Experience in a portfolio monitoring/reporting role, from advisory, consulting or private fund level.
• 4-6 years of experience
• Experience of iLEVEL is essential
• Qualified accounting qualification (ACA, ACCA etc).
• Must be highly analytical with a strong attention to detail and natural curiosity around data.
• Strong interpersonal skills

Please only apply if you meet the above criteria.