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For Companies At a Glance
- Tasks: Lead portfolio performance monitoring and analyse financial reports to drive insights.
- Company: Join a leading multi-strategy Private Equity investment firm with a dynamic culture.
- Benefits: Competitive salary of £75k - £100k plus bonus, with opportunities for career progression.
- Why this job: Make a real impact in private equity by driving data-led insights and value creation.
- Qualifications: Qualified (CFA/ACA/ACCA/CIMA) with strong financial analysis and reporting skills.
- Other info: Fast-paced environment with opportunities to manage and develop junior team members.
The predicted salary is between 63000 - 87000 £ per year.
Autumnal Partners are currently partnered with a leading multi-strategy Private Equity fund seeking to appoint a Senior Associate into its Portfolio Monitoring function. This is a highly visible role at the centre of the investment platform, working closely with deal teams, operating partners, and senior leadership to drive data‐led insight, risk oversight, and value creation across a diversified international portfolio.
The successful candidate will take ownership of portfolio intelligence, performance tracking, and valuation support, acting as a critical bridge between portfolio companies and the investment decision‐making process. The remit combines analytical depth with commercial judgement and offers genuine progression for individuals looking to build a long‐term career in private equity portfolio management.
Key Responsibilities- Lead portfolio performance monitoring, KPI frameworks, and firmwide dashboards
- Analyse quarterly and monthly portfolio company reporting, identifying trends, risks, and opportunities early
- Support valuation processes and investment committee materials
- Partner with portfolio company leadership teams to improve data quality, reporting consistency, and operational insight
- Contribute to post‐investment value creation initiatives and exit readiness
- Enhance portfolio monitoring systems, tools, and processes
- Manage and develop junior team members and represent the function internally and externally
- Qualified (CFA/ACA/ACCA/CIMA)
- Strong exposure to portfolio oversight, financial analysis, and performance reporting with a Private Equity or alternatives environment
- Advanced Excel and financial modelling capability; experience with BI and portfolio analytics tools highly advantageous
- Commercial, detail‐oriented, and comfortable engaging with senior stakeholders
- Demonstrated ability to operate in a fast‐paced, institutional investment environment
Portfolio Reporting Analyst - Multi-Strategy Private Equity Investment Firm - £75k - £100k + Bonus in London employer: Autumnal Partners
Contact Detail:
Autumnal Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Reporting Analyst - Multi-Strategy Private Equity Investment Firm - £75k - £100k + Bonus in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the private equity space and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for interviews by brushing up on your financial analysis skills and portfolio oversight knowledge. Be ready to discuss how you've used data to drive insights and value creation in past roles.
✨Tip Number 3
Showcase your analytical depth and commercial judgement during interviews. Use specific examples from your experience to demonstrate how you've identified trends and risks in portfolio performance.
✨Tip Number 4
Don't forget to apply through our website! We have a range of exciting roles, and applying directly can give you an edge. Plus, it shows you're proactive and genuinely interested in joining our team.
We think you need these skills to ace Portfolio Reporting Analyst - Multi-Strategy Private Equity Investment Firm - £75k - £100k + Bonus in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Portfolio Reporting Analyst. Highlight your experience in portfolio oversight and financial analysis, and don’t forget to showcase your advanced Excel skills. We want to see how you can bring value to our team!
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 aligns with our needs. Be sure to mention any relevant experience with KPI frameworks or performance reporting that makes you stand out.
Showcase Your Analytical Skills: In your application, demonstrate your analytical depth and commercial judgement. Share specific examples of how you've identified trends or risks in previous roles. We love candidates who can think critically and provide data-led insights!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Autumnal Partners!
How to prepare for a job interview at Autumnal Partners
✨Know Your Numbers
Make sure you brush up on your financial analysis skills and be ready to discuss key performance indicators (KPIs) relevant to portfolio monitoring. Familiarise yourself with common valuation processes and be prepared to share examples of how you've used data to drive insights in previous roles.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical depth by discussing specific projects where you identified trends or risks in portfolio reporting. Use concrete examples to illustrate how your insights led to value creation or improved operational efficiency.
✨Engage with Stakeholders
Since this role involves working closely with senior leadership and portfolio company teams, practice articulating your thoughts clearly and confidently. Think about how you can effectively communicate complex data insights to non-technical stakeholders during the interview.
✨Highlight Team Leadership Experience
If you've managed or developed junior team members before, be ready to talk about your leadership style and how you've contributed to their growth. This will show that you're not only capable of handling your own responsibilities but also committed to fostering a collaborative team environment.
