At a Glance
- Tasks: Support financial management and operations for a leading VC fund.
- Company: Join a top-tier venture capital firm with a dynamic team.
- Benefits: Competitive salary, bonus potential, and opportunities for professional growth.
- Other info: Fast-paced environment with strong career advancement opportunities.
- Why this job: Make an impact in the finance world while working with innovative startups.
- Qualifications: ACA/ACCA/CFA qualified with experience in finance or venture capital.
The predicted salary is between 70000 - 90000 £ per year.
Autumnal Partners is currently supporting a leading VC fund in their search for a Portfolio & Finance Associate to support the day-to-day financial and operational management of its venture capital platform. Working closely with the Partners, you will play a key role across portfolio monitoring, valuations, investor reporting, fund operations and fundraising initiatives.
Key Responsibilities:
- Lead quarterly portfolio valuations in accordance with IPEV guidelines, including financial modelling and cap table analysis.
- Prepare board packs, portfolio performance reports and management information for senior stakeholders.
- Support the operational execution of investments from term sheet through to completion, coordinating internal and external parties.
- Monitor portfolio company performance and maintain relationships with management teams across the portfolio.
- Assist with fundraising activities, including investor due diligence materials, placement agent coordination and compliance documentation.
- Support investor relations through the preparation of LP reporting and responses to investor requests.
- Coordinate ESG data collection and reporting across the portfolio.
- Work closely with external fund administrators and auditors to ensure efficient fund operations.
- Develop and improve reporting tools, dashboards and financial processes to enhance operational efficiency.
Ideal Background:
- ACA/ACCA/CFA qualified (or equivalent).
- Experience within venture capital, private equity, fund finance, audit or asset management.
- Strong financial modelling and valuation skills.
- Experience preparing investor or board reporting.
- Excellent Excel skills, with Power BI, VBA or data automation experience advantageous.
- Highly organised with strong stakeholder management skills and the ability to work in a lean, fast-paced investment environment.
Portfolio & Finance Associate - Leading VC Fund - £70k-£90k + Bonus in London employer: Autumnal Partners
Autumnal Partners is an exceptional employer, offering a dynamic work environment where innovation and collaboration thrive. As a Portfolio & Finance Associate, you will benefit from competitive compensation, including bonuses, and have access to professional development opportunities that foster your growth in the venture capital sector. Located in a vibrant area, the company promotes a culture of inclusivity and support, ensuring that every team member can contribute meaningfully to the success of the fund.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio & Finance Associate - Leading VC Fund - £70k-£90k + Bonus in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Autumnal Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio & Finance Associate - Leading VC Fund - £70k-£90k + Bonus in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Autumnal Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Autumnal Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Autumnal Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Autumnal Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Autumnal Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Autumnal Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
