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For Companies At a Glance
- Tasks: Analyze complex data to drive strategic decisions and create impactful reports.
- Company: Join a leading mid-market private equity firm with a track record of exceptional investor returns.
- Benefits: Enjoy a competitive salary, generous bonus, and hybrid work options in Central London.
- Why this job: Make a significant impact in a dynamic environment while collaborating with diverse portfolio companies.
- Qualifications: 3+ years of consulting experience with strong analytical skills and proficiency in tools like Power BI.
- Other info: Opportunity to work closely with clients and influence strategic actions across multiple sectors.
The predicted salary is between 51000 - 119000 £ per year.
Portfolio Analyst
Mid-Market Private Equity Firm
C£85,000 + c50% bonus + benefits
Central London – Hybrid
This mid-market PE firm has launched and closed several successive funds, each one consistently realising remarkable multiples for its investors. With a new, oversubscribed fund due to launch shortly, this leading PE firm works closely with each of its portfolio companies across multiple sectors, leading to enviable growth levels throughout the portfolio.
As the firm expands its internal talent roster to mirror this stellar success, it is now seeking to recruit a highly talented Portfolio Analyst.
Reporting to a Portfolio Partner, the role includes:
- Deliver complex data analysis to extract, interpret and present insights that drive strategic decision-making.
- Work on projects including Pricing reviews; Competitor analysis; Market trends; International expansion; Efficiency transformation programmes; Organisational re-design.
- Work closely with clients and stakeholders to understand the opportunity and data requirements, translating them into actionable recommendations and delivering solutions.
- Develop, design and build clear and impactful reports and dashboards, primarily in Power BI, to visualise data insights for a variety of internal and external stakeholders.
- Develop and communicate strategic insights and translate them into practical actions.
- Build relationships and influence at a range of levels across the portfolio companies.
Required candidate experience:
- 3+ years consulting experience, including a mix of both commercial and operational projects across industry.
- Experience of developing and communicating strategic insights and translating them into practical actions.
- Familiarity with a range of analytical tools and techniques, i.e. Power BI, Alteryx, Tableau, Excel.
- Ability to work independently and proactively. Able to lead by example in meeting deadlines and communicating effectively.
- Experience of working directly with client teams, building relationships and influencing across portfolio companies.
- Naturally demonstrates a strategic, commercial and data driven mindset.
This is a fantastically exciting opportunity, providing you with the chance to have a significant impact within a highly successful PE firm, operating across multiple sectors.
Portfolio Analyst employer: Cedar
Contact Detail:
Cedar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Familiarize yourself with the specific analytical tools mentioned in the job description, such as Power BI, Alteryx, and Tableau. Consider taking online courses or certifications to enhance your skills and demonstrate your proficiency during the interview process.
✨Tip Number 2
Network with professionals in the private equity sector, especially those who work in portfolio analysis. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss specific examples from your past consulting experience where you successfully delivered complex data analysis and strategic insights. Highlight how these experiences align with the responsibilities outlined in the job description.
✨Tip Number 4
Research the firm’s recent funds and portfolio companies to understand their market position and growth strategies. This knowledge will not only help you tailor your responses during interviews but also show your genuine interest in the firm.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially your consulting background and familiarity with analytical tools like Power BI, Alteryx, and Tableau. Emphasize your ability to deliver complex data analysis and strategic insights.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss specific projects where you've successfully translated data into actionable recommendations and how you can contribute to their portfolio companies.
Showcase Your Analytical Skills: Provide examples of how you've used data analysis to drive decision-making in previous roles. Highlight any experience with developing reports and dashboards that visualize data insights effectively.
Prepare for Interviews: Be ready to discuss your experience in detail, particularly your consulting projects and how you've built relationships with clients. Prepare to demonstrate your strategic mindset and how you approach problem-solving in a data-driven environment.
How to prepare for a job interview at Cedar
✨Showcase Your Analytical Skills
Prepare to discuss specific examples of complex data analysis you've conducted in the past. Highlight how your insights have driven strategic decision-making, as this is a key aspect of the Portfolio Analyst role.
✨Familiarize Yourself with Power BI
Since the role involves developing reports and dashboards primarily in Power BI, make sure you are comfortable discussing your experience with this tool. If possible, bring examples of dashboards you've created to demonstrate your skills.
✨Understand the Firm's Portfolio
Research the firm's portfolio companies and their sectors. Being able to discuss how your analytical skills can apply to their specific challenges will show that you're proactive and genuinely interested in the role.
✨Demonstrate Relationship-Building Skills
Be prepared to talk about your experience working with clients and stakeholders. Share examples of how you've built relationships and influenced decisions, as this will be crucial for success in this position.
