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For Companies At a Glance
- 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 across diverse portfolios.
- 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 more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in financial due diligence and value creation initiatives. Being well-versed in current methodologies will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to discuss specific examples from your past experiences where you've successfully driven financial performance improvements. This will demonstrate your hands-on capability and commercial judgement.
✨Tip Number 4
Research the company’s portfolio and understand their investment strategies. Tailoring your insights and questions about their specific companies can show your genuine interest and proactive approach.
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 well with the hiring team.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate your motivation for applying to this role. Discuss how your background aligns with the responsibilities of supporting both pre-investment and post-investment processes, showcasing your hands-on experience with portfolio companies.
Highlight Key Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to drive financial performance. Use metrics where possible to quantify your impact, such as improvements in budgeting, forecasting, or cash flow visibility.
Showcase Soft Skills: This role requires strong commercial judgement and the ability to collaborate effectively. Make sure to include examples of how you've successfully worked with cross-functional teams or led initiatives that required stakeholder engagement.
How to prepare for a job interview at The Barton Partnership | B Corp™
✨Showcase Your Financial Expertise
Make sure to highlight your deep financial knowledge and experience in transaction services. Be prepared to discuss specific examples of how you've successfully conducted financial due diligence and the impact it had on previous projects.
✨Demonstrate Commercial Judgement
During the interview, illustrate your ability to evaluate risks and opportunities within finance functions. Use real-life scenarios to show how your commercial judgement has led to successful outcomes in past roles.
✨Prepare for Technical Questions
Expect technical questions related to financial reporting, budgeting, and forecasting. Brush up on key concepts and be ready to explain how you would approach enhancing management reporting and cash flow visibility in a portfolio company.
✨Engage with the Interviewers
This role requires collaboration with investment teams and portfolio leadership. Show your interpersonal skills by asking insightful questions about their current value creation initiatives and expressing genuine interest in their operations.
