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- 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 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
✨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 contributed to performance tracking and risk oversight.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills and aspirations. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Portfolio Reporting Analyst - Multi-Strategy Private Equity Investment Firm - £75k - £100k + Bonus
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 the perfect fit for this role. Mention specific experiences that relate to the job description, especially around performance tracking and data-led insights. We love a good story!
Showcase Your Analytical Skills: In your application, be sure to highlight your analytical depth and commercial judgement. Share examples of how you've used these skills in previous roles, particularly in a fast-paced investment environment. We’re looking for someone who can think critically and act decisively!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
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 insights on how you've used data to drive decision-making in previous roles.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical depth and commercial judgement. Think about specific instances where you've identified trends or risks in portfolio reporting and how you acted on them. This will demonstrate your ability to add value in a fast-paced investment environment.
✨Engage with Stakeholders
Since this role involves working closely with senior leadership and portfolio company teams, practice articulating your thoughts clearly and confidently. Be ready to discuss how you've successfully partnered with stakeholders in the past to improve data quality and reporting consistency.
✨Demonstrate Leadership Potential
As you'll be managing and developing junior team members, think about your leadership style and how you can inspire others. Prepare to discuss any mentoring or coaching experiences you've had, and how you plan to contribute to the growth of your team in this new role.
