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- Tasks: Lead portfolio monitoring and valuations while collaborating with investment teams.
- Company: Reputable private equity firm focused on operational excellence.
- Benefits: Competitive salary of £100,000 plus bonus and hybrid working model.
- Why this job: Shape the future of portfolio analytics and drive meaningful change from day one.
- Qualifications: 6+ years in finance, strong analytical skills, and professional accounting qualification preferred.
- Other info: Opportunity for team leadership as the business grows.
The predicted salary is between 60000 - 84000 £ per year.
Aria Partners is working with a reputable brand name in private equity to identify a middle office professional to take ownership of portfolio monitoring, valuations and support with an operational build-out. This is a newly created, business critical role that is heavily front facing and the incumbent will be an active business partner to the investment team. The successful candidate will lead the portfolio function, helping to shape the infrastructure and processes that support performance analytics, valuation oversight, and operational excellence across the private equity portfolio.
You will work across the business, engaging with a multitude of different teams, including both key external and internal stakeholders. There is significant scope to add value from day one, implement meaningful change, and play a key role in scaling the platform. The position also carries future team leadership potential as the business continues to grow.
Key areas of responsibility will cover:
- Create and manage regular reporting packs
- Track and analyse key financial and operational metrics across portfolio companies.
- Build automated workflows for consistent data collection and reporting.
- Reconcile performance data and NAV figures between internal records and external sources.
- Produce performance updates, investor communications, and board documentation.
- Assist with liquidity planning and long-term cash flow modelling.
- Manage onboarding of new investments into internal systems, ensuring data integrity.
- Assist with valuation processes for direct investments, working closely with internal teams and external experts.
- Maintenance of valuation models and assessment of valuation inputs/market data to validate assumptions and ensure accuracy.
Operational:
- Drive improvements in reporting, data integrity, and valuation workflows by applying prior experience.
- Collaborate with tech and investment teams to introduce tools that streamline operations.
- Maintain strong communication to ensure consistency in reporting standards and valuation assumptions.
- Promote best practices and mentor junior team members to support a high-performance culture.
- Improve and streamline processes for data collection, validation, and reporting to reduce the burden on investment teams.
- Liaise with external providers (fund admins, tax advisors, etc.) to ensure smooth operational execution and data accuracy.
- Serve as a key contact for investor operations queries, ensuring prompt and reliable communication.
Requirements:
- Strong academic track record
- Professional accounting qualification (ACA, ACCA, CA or equivalent) preferred
- Approximately 6+ years' experience in a relevant role, ideally within private equity or a portfolio or valuation-focused environment
- Deep understanding of private equity fund structures, valuation methodologies, and portfolio analytics
- Strong systems exposure (with experience using analytical/data visualisation tools) and a process improvement mindset
- Confident communicator, comfortable engaging with senior stakeholders
Comp on offer is circa £100,000 + bonus and the firm operate a hybrid working model. Apply online for immediate consideration or reach out to Tom Davenport at Aria Partners for more information.
Portfolio Analytics Manager in London employer: Aria Partners
Contact Detail:
Aria Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analytics Manager in London
✨Tip Number 1
Don't just sit back and wait for the job to come to you! Slide into the DMs of the job poster on LinkedIn or other platforms. A friendly message can make you stand out and show your enthusiasm for the role.
✨Tip Number 2
Network like a pro! Reach out to current employees at Aria Partners or in similar roles. Ask them about their experiences and any tips they might have. You never know who might put in a good word for you!
✨Tip Number 3
Prepare for those interviews by knowing your stuff! Research the company, its culture, and recent news. Be ready to discuss how your skills in portfolio analytics can drive operational excellence and add value from day one.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining the team at Aria Partners.
We think you need these skills to ace Portfolio Analytics Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Analytics Manager role. Highlight your experience in portfolio monitoring, valuations, and any relevant operational improvements you've implemented. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private equity and how your background makes you a perfect fit for this role. Don’t forget to mention your experience with financial metrics and stakeholder engagement.
Showcase Your Analytical Skills: Since this role is all about performance analytics and data integrity, make sure to showcase your analytical skills in your application. Mention any tools or methodologies you’ve used to improve reporting and data collection processes.
Apply Through Our Website: We encourage you to apply directly through our website for immediate consideration. It’s the best way to ensure your application gets into the right hands quickly. Plus, we love seeing candidates who take the initiative!
How to prepare for a job interview at Aria Partners
✨Know Your Numbers
As a Portfolio Analytics Manager, you'll be dealing with financial metrics and valuations. Brush up on key financial concepts and be ready to discuss how you've tracked and analysed metrics in your previous roles. This will show that you understand the core responsibilities of the position.
✨Showcase Your Systems Savvy
Familiarity with analytical and data visualisation tools is crucial. Be prepared to talk about specific systems you've used and how you've improved processes in your past roles. Highlight any experience you have with automating workflows or enhancing data integrity.
✨Engage with Stakeholders
This role is heavily front-facing, so demonstrate your communication skills. Prepare examples of how you've successfully collaborated with senior stakeholders or external partners. This will illustrate your ability to build relationships and ensure smooth operational execution.
✨Emphasise Leadership Potential
Since this position has future team leadership potential, share experiences where you've mentored others or led projects. Discuss how you promote best practices and foster a high-performance culture, as this aligns with the company's goals for growth and improvement.
