At a Glance
- Tasks: Lead portfolio monitoring and valuations while collaborating with various teams.
- Company: Join a reputable private equity firm focused on operational excellence.
- Benefits: Enjoy a competitive salary of £100,000 plus bonuses and hybrid working options.
- Other info: Future team leadership potential as the company continues to grow.
- Why this job: Make a significant impact from day one and shape the future of the business.
- Qualifications: Strong academic background and professional accounting qualification preferred; 6+ years' experience required.
The predicted salary is between 60000 - 84000 £ per year.
Direct message the job poster from Aria Partners
Private Market/Funds Management Search - Finance, Accounting and Middle Office
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.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Accounting/Auditing
-
Industries
Venture Capital and Private Equity Principals and Investment Management
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Portfolio Analytics Manager employer: Aria Partners
Aria Partners is an excellent employer, offering a dynamic work environment in Greater London that fosters professional growth and collaboration. With a strong emphasis on compliance and regulatory excellence, employees benefit from ongoing training and development opportunities, while the inclusive culture encourages open communication and engagement with industry leaders. Join us to be part of a forward-thinking team dedicated to navigating the complexities of alternative funds and making a meaningful impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analytics Manager
✨Tip Number 1
Network with professionals in the private equity sector. Attend industry events or webinars where you can meet people who work at Aria Partners or similar firms. Building these connections can give you insights into the company culture and potentially lead to a referral.
✨Tip Number 2
Familiarise yourself with the latest trends in portfolio analytics and valuation methodologies. Being well-versed in current practices will not only boost your confidence but also demonstrate your commitment to staying updated in this fast-paced field.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved processes or driven operational excellence in previous roles. Highlighting your achievements in these areas will show that you can add immediate value to the team at Aria Partners.
✨Tip Number 4
Research Aria Partners thoroughly, including their portfolio and recent projects. Understanding their business model and challenges will allow you to tailor your conversations and demonstrate how your skills align with their needs during interviews.
We think you need these skills to ace Portfolio Analytics Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in portfolio analytics, private equity, and operational roles. Use specific examples that demonstrate your ability to manage reporting packs, track financial metrics, and improve processes.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience with valuation methodologies and stakeholder engagement.
Showcase Your Technical Skills:Emphasise your proficiency with analytical and data visualisation tools. Mention any specific software or systems you have used in previous roles that relate to portfolio management and performance analytics.
Highlight Leadership Potential:Since the role has future team leadership potential, include examples of past experiences where you have mentored others or led projects. This will demonstrate your capability to contribute to a high-performance culture.
How to prepare for a job interview at Aria Partners
✨Understand the Role
Make sure you have a clear understanding of the Portfolio Analytics Manager role. Familiarise yourself with portfolio monitoring, valuations, and operational processes. This will help you articulate how your experience aligns with the responsibilities outlined in the job description.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples of how you've used analytical tools and methodologies in previous roles. Highlight any experience you have with data visualisation tools and how you've improved reporting processes in the past.
✨Engage with Stakeholders
Since this role involves significant interaction with various teams, be ready to demonstrate your communication skills. Share examples of how you've successfully collaborated with senior stakeholders and external partners to achieve common goals.
✨Demonstrate Leadership Potential
The position carries future team leadership potential, so be prepared to discuss your leadership style and experiences. Talk about how you've mentored junior team members or led projects that required team collaboration and guidance.
