Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead portfolio monitoring and valuation, prepare performance reports, and mentor junior team members.
- Company: Join a leading global Private Equity firm managing over $10 billion in assets.
- Benefits: Enjoy 25 days holiday, private healthcare, pension scheme, gym membership, and insurance cover.
- Why this job: Step into a strategic role with a respected firm, driving impactful improvements and insights.
- Qualifications: 5+ years in investment reporting or portfolio oversight, strong analytical skills, and team management experience.
- Other info: This is a full-time, mid-senior level position in London.
The predicted salary is between 54000 - 84000 £ per year.
Get AI-powered advice on this job and more exclusive features.
This range is provided by SRM Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from SRM Recruitment
Founder SRM – Supporting High Growth SMEs, Private Equity and Property & Real Estate Businesses With Finance Recruitment
SRM Recruitment are proud to be partnering exclusively with a leading global Private Equity investment firm, managing over $10 billion in AUM, as they look to appoint a Senior Associate into their growing Portfolio Monitoring team.
This is a high-impact role at the core of the firm’s investment operations, offering the opportunity to lead on valuation oversight, portfolio performance reporting, and the mentoring of junior team members. The successful candidate will be instrumental in driving improvements across systems, data infrastructure, and portfolio insight generation.
The Role
You’ll act as a key link between investment data, portfolio performance and firm-wide strategy, providing comprehensive insight across a complex and growing portfolio. This is an excellent opportunity for someone with 5+ years\’ experience in portfolio analysis or reporting, ideally within private equity, asset management or fund services.
Key responsibilities:
- Oversee the monitoring and valuation of the investment portfolio
- Lead the preparation of detailed performance reports and investor presentations
- Mentor and review the work of junior team members, ensuring data accuracy and analytical rigor
- Coordinate quarterly valuations and reporting cycles, ensuring deadlines and standards are met
- Support strategic asset management decisions, including disposals and revaluations
- Help develop and refine the firm’s data platform, driving enhancements across systems and processes
Who We\’re Looking For:
- 5+ years’ relevant experience in investment reporting, fund analysis or portfolio oversight
- Experience managing a small team
- Excellent analytical skills with a strong command of Excel (experience with tools like Canoe or ATLAS beneficial)
- Strong attention to detail and a collaborative, solutions-focused mindset
- Comfortable taking ownership of reporting cycles and supporting process improvements
- Experience in private equity or related financial services environment is highly desirable
- Bonus: Up to 50%
- Benefits: 25 days holiday, private healthcare, pension scheme, gym membership, insurance cover
If you’re looking to step up into a more strategic, visible and rewarding role within private equity, this is a fantastic opportunity to join a globally respected firm in a pivotal capacity.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance, Accounting/Auditing, and Analyst
-
Industries
Venture Capital and Private Equity Principals and Investment Management
Referrals increase your chances of interviewing at SRM Recruitment by 2x
Get notified about new Portfolio Manager jobs in London Area, United Kingdom .
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 1 week ago
Equity Analyst, European Equities – Asset Manager
London Area, United Kingdom £90,000.00-£100,000.00 4 hours ago
Equity L/S Portfolio Manager – Consumer Equities
Greater London, England, United Kingdom 6 days ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 3 weeks ago
London, England, United Kingdom 6 months ago
London, England, United Kingdom 2 weeks ago
Portfolio Monitoring Analyst – Highly profitable Private Equity firm – Broad exposure across Investment team, Operations, and Finance
Portfolio Manager – Emerging Markets – London or Dubai
London, England, United Kingdom 3 weeks ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 3 weeks ago
London, England, United Kingdom 6 days ago
London, England, United Kingdom 2 months ago
Portfolio Manager/Engineer Equity/ ETFs/Index Investing
London, England, United Kingdom 1 week ago
Secondaries Associate – Tier-1 Investment Manager – London
Investment Strategist – Active ETFs – Director
London, England, United Kingdom 3 weeks ago
Orpington, England, United Kingdom 1 week ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 6 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Manager - Portfolio Monitoring (Private Equity) employer: SRM Recruitment
Contact Detail:
SRM Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager - Portfolio Monitoring (Private Equity)
✨Tip Number 1
Network with professionals in the private equity sector. Attend industry events, webinars, or local meetups to connect with individuals who work at firms similar to the one you're applying to. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and technologies in portfolio monitoring and valuation. Being knowledgeable about tools like Canoe or ATLAS can set you apart from other candidates and show your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your experience in managing teams and mentoring junior members. Highlight specific examples where you've improved processes or driven performance, as this aligns closely with the responsibilities of the role.
✨Tip Number 4
Research the firm’s portfolio and recent investments. Understanding their strategic direction and challenges will allow you to tailor your discussions during interviews, demonstrating your genuine interest and insight into their operations.
We think you need these skills to ace Manager - Portfolio Monitoring (Private Equity)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio analysis, investment reporting, and team management. Use specific examples that demonstrate your analytical skills and familiarity with tools like Excel, Canoe, or ATLAS.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your 5+ years of experience align with the responsibilities outlined in the job description, particularly in valuation oversight and performance reporting.
Highlight Leadership Experience: Since the role involves mentoring junior team members, be sure to include any leadership or mentoring experiences you have had. This could be formal team management or informal guidance provided to colleagues.
Showcase Problem-Solving Skills: Provide examples in your application that illustrate your solutions-focused mindset. Discuss any process improvements you've implemented in previous roles, especially those related to data accuracy and reporting cycles.
How to prepare for a job interview at SRM Recruitment
✨Showcase Your Analytical Skills
Given the role's emphasis on analytical prowess, be prepared to discuss specific examples of how you've used data analysis in previous positions. Highlight your experience with Excel and any relevant tools like Canoe or ATLAS.
✨Demonstrate Leadership Experience
As this position involves mentoring junior team members, share instances where you've successfully led a team or project. Discuss your approach to ensuring data accuracy and fostering a collaborative environment.
✨Prepare for Technical Questions
Expect questions related to portfolio monitoring and valuation processes. Brush up on your knowledge of investment reporting and be ready to explain how you would handle quarterly valuations and reporting cycles.
✨Align with the Firm's Strategy
Research the firm’s investment strategy and recent performance. Be ready to discuss how your insights can contribute to their goals, particularly in terms of driving improvements across systems and data infrastructure.
