Portfolio Associate - Valuations, Portfolio Monitoring in London
Portfolio Associate - Valuations, Portfolio Monitoring

Portfolio Associate - Valuations, Portfolio Monitoring in London

London Full-Time 75000 - 85000 £ / year (est.) No home office possible
Aria Partners

At a Glance

  • Tasks: Monitor and analyse portfolio companies, focusing on valuations and financial performance.
  • Company: Leading global alternatives investor with a strong track record in private credit.
  • Benefits: Competitive salary, hybrid working, and potential for long-term career growth.
  • Other info: Opportunity to work with an experienced international team and contribute to impactful projects.
  • Why this job: Join a high-performing team and gain exposure to diverse investments in private markets.
  • Qualifications: 3-4 years in valuations or portfolio monitoring; strong financial analysis skills required.

The predicted salary is between 75000 - 85000 £ per year.

A leading global alternatives investor is looking to hire a Portfolio Associate into its high-performing Private Debt team in London, with the focus of the role being valuations and portfolio monitoring. Please note this is a rolling 6 month contract requiring someone who can start by the end of May or early June and you must have a background in valuations and/or portfolio monitoring for private markets funds.

This is a standout opportunity to join a well-established platform with a strong track record across European private credit, working alongside an experienced, international team on a diverse portfolio of investments.

The role

You’ll play a key role in the ongoing monitoring and analysis of portfolio companies, with exposure to valuations, financial performance tracking, and broader portfolio management initiatives.

Responsibilities include:

  • Monitoring portfolio company performance and financials
  • Supporting quarterly valuations using a range of methodologies
  • Contributing to investor-style reporting and analysis
  • Assisting on ad hoc projects including due diligence and portfolio initiatives
  • Supporting ESG data tracking and reporting

Your profile

  • 3 to 4 years+ experience in valuations and/or portfolio monitoring for alternative investments
  • A background in a large global accounting and advisory firm within transaction services, valuations or corporate finance AND/OR relevant experience gained in-house within a fund
  • Strong financial analysis and accounting fundamentals
  • Exposure to valuations (DCF, comps, transactions) is advantageous
  • Advanced Excel skills
  • Progress towards CFA is a plus
  • Highly analytical, detail-oriented and proactive

This is a superb role with long term career potential to extend beyond 6 months, offering hybrid working and exposure to a range of assets and transactions across the private credit space. Salary equivalent to £75-85k on a permanent basis with some room to go a touch higher for someone exceptional.

Portfolio Associate - Valuations, Portfolio Monitoring in London employer: Aria Partners

Join a leading global alternatives investor in London, where you will be part of a high-performing Private Debt team dedicated to excellence in valuations and portfolio monitoring. With a strong emphasis on employee growth, this role offers hybrid working arrangements, exposure to diverse investments, and the opportunity to collaborate with an experienced international team, making it an ideal environment for those seeking meaningful and rewarding employment.
Aria Partners

Contact Detail:

Aria Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Associate - Valuations, Portfolio Monitoring in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and investment sectors. Let them know you're on the lookout for opportunities, especially in valuations and portfolio monitoring. You never know who might have the inside scoop on a role that’s perfect for you.

✨Tip Number 2

Prepare for interviews by brushing up on your financial analysis skills. Be ready to discuss your experience with DCF, comps, and transactions. We want you to showcase your analytical prowess and how it can benefit the team at the company you're applying to.

✨Tip Number 3

Don’t forget to highlight your experience with ESG data tracking and reporting. This is becoming increasingly important in the investment world, and showing that you’re on top of these trends can set you apart from other candidates.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search. So, get your CV polished and hit that apply button!

We think you need these skills to ace Portfolio Associate - Valuations, Portfolio Monitoring in London

Valuations
Portfolio Monitoring
Financial Analysis
Accounting Fundamentals
DCF Valuation
Comparative Valuation
Transaction Valuation
Advanced Excel Skills
Investor-Style Reporting
Due Diligence
ESG Data Tracking
Analytical Skills
Attention to Detail
Proactive Approach

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in valuations and portfolio monitoring. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant projects or achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your skills can contribute to our Private Debt team. Keep it concise but impactful!

Showcase Your Analytical Skills: Since the role requires strong financial analysis, make sure to mention any specific methodologies you’ve used in past roles. We love seeing candidates who can demonstrate their analytical prowess!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Don’t miss out!

How to prepare for a job interview at Aria Partners

✨Know Your Valuations Inside Out

Make sure you brush up on your valuation methodologies, especially DCF and comps. Be ready to discuss how you've applied these in previous roles, as this will show your depth of knowledge and practical experience.

✨Showcase Your Analytical Skills

Prepare examples that highlight your analytical prowess. Think about times when you monitored portfolio performance or contributed to financial analysis. Being able to articulate your thought process will impress the interviewers.

✨Familiarise Yourself with ESG Reporting

Since the role involves supporting ESG data tracking, it’s a good idea to understand the basics of ESG reporting. Bring up any relevant experience you have in this area, as it shows you're aligned with current industry trends.

✨Ask Insightful Questions

Prepare thoughtful questions about the team’s approach to portfolio monitoring and valuations. This not only demonstrates your interest in the role but also gives you a chance to assess if the company culture aligns with your values.

Portfolio Associate - Valuations, Portfolio Monitoring in London
Aria Partners
Location: London

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