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For Companies At a Glance
- Tasks: Monitor and analyse portfolio companies, support valuations, and contribute to investor reporting.
- 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 on impactful projects with an experienced international team.
- 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 employer: Aria Partners
Contact Detail:
Aria Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Associate - Valuations, Portfolio Monitoring
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Since this role focuses on valuations and portfolio monitoring, make sure you can confidently discuss methodologies like DCF and comps. We recommend doing mock interviews with friends or using online platforms to practice.
✨Tip Number 3
Showcase your analytical skills! When you get the chance to speak with potential employers, highlight specific examples of how you've successfully monitored portfolio performance or contributed to valuations in your previous roles. We want to see your impact!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else. Let’s get you that Portfolio Associate role!
We think you need these skills to ace Portfolio Associate - Valuations, Portfolio Monitoring
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight 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 passionate about private debt and how your skills can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, make sure to mention specific examples where you've used these skills in your previous roles. We’re looking for detail-oriented candidates who can handle financial analysis like a pro!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
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, comps, and transactions. Be ready to discuss how you've applied these in your 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 trends in investment management.
✨Demonstrate Your Team Spirit
This position is part of a high-performing team, so be prepared to discuss how you collaborate with others. Share examples of successful teamwork, especially in fast-paced environments, to show you can thrive in their dynamic setting.