At a Glance
- Tasks: Support portfolio management and investment analysis for private equity funds.
- Company: Leading global private markets manager with a strong track record.
- Benefits: Competitive salary, collaborative environment, and opportunities for professional growth.
- Other info: Exciting opportunity to work on innovative fund structures and strategic initiatives.
- Why this job: Join a dynamic team and make an impact in private equity portfolio management.
- Qualifications: 4-5 years in portfolio management or financial analysis; strong analytical skills required.
The predicted salary is between 43200 - 72000 £ per year.
A leading global private markets manager with a long track record in private equity, secondaries, credit, and infrastructure, managing more than $200bn USD across a diversified platform and global team, is hiring an Investment Associate for its private equity evergreen portfolio management team. This role will support portfolio management, strategy, investment analysis, cash flow modelling and investment committee materials for its open-ended semi-liquid fund structures.
Responsibilities include:
- Maintaining and updating cash flow and portfolio construction models to monitor performance, liquidity and operational metrics
- Preparing investment committee materials including portfolio composition analysis, deal allocation work and peer comparisons
- Producing periodic portfolio performance reports covering monitoring, risk, allocation and market insights
- Supporting projects linked to fund launches, investment activity and investor due diligence
- Working closely with internal teams across treasury, reporting, tax, compliance and investor relations to support portfolio management activities
- Contributing to ad hoc strategic initiatives and policy related work as required
Requirements:
- 4-5 years of relevant experience in portfolio management, investment strategy or financial analysis
- Undergraduate degree in finance, economics, business or accounting
- Strong analytical skills with advanced Excel and financial modelling capability
- Understanding of private equity performance metrics, valuations and operational analysis
- Excellent written and verbal communication skills
- Ability to manage multiple workstreams and deliver to tight deadlines
- High attention to detail, proactive mindset and strong problem solving skills
- Collaborative team player with strong organisational ability and desire to learn
This is an opportunity to play a key role in the development and ongoing management of new evergreen and semi-liquid private equity portfolios within a highly collaborative investment platform.
Portfolio Management Associate - Private Equity (Evergreen Funds) in London employer: Edgworth Partners
Edgworth Partners offers an exceptional work environment for those passionate about the Energy and Power sector. With a focus on high-impact M&A transactions, employees benefit from direct client exposure and the chance to work alongside a lean, high-performing team in London. The company fosters a culture of growth and collaboration, providing ample opportunities for professional development and engagement in meaningful projects that drive the energy transition.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management Associate - Private Equity (Evergreen Funds) in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those connected to Edgworth Partners. A friendly message on LinkedIn can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills and understanding private equity metrics. We want you to shine when discussing your analytical prowess!
✨Tip Number 3
Showcase your collaborative spirit! Be ready to share examples of how you've worked with teams in the past. This role is all about teamwork, so let that shine through.
✨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, it shows you’re serious about joining our team.
We think you need these skills to ace Portfolio Management Associate - Private Equity (Evergreen Funds) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Management Associate role. Highlight your relevant experience in portfolio management, investment strategy, and financial analysis. We want to see how your skills align with what we're looking for!
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 makes you a great fit for our team. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills:Since this role requires strong analytical skills, make sure to mention any specific projects or experiences where you've used advanced Excel or financial modelling. We want to see your problem-solving prowess in action!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
How to prepare for a job interview at Edgworth Partners
✨Know Your Numbers
Brush up on your financial modelling skills and be ready to discuss cash flow models and performance metrics. Make sure you can explain how you’ve used these in past roles, as this will show your analytical prowess.
✨Prepare for Portfolio Discussions
Familiarise yourself with the company’s portfolio management strategies and recent investments. Be prepared to discuss how you would approach portfolio construction and deal allocation, showcasing your understanding of private equity.
✨Showcase Your Communication Skills
Since the role requires preparing investment committee materials, practice articulating complex financial concepts clearly and concisely. You might even want to prepare a mock presentation to demonstrate your ability to convey information effectively.
✨Demonstrate Team Spirit
This position is all about collaboration, so think of examples where you’ve worked closely with different teams. Highlight your organisational skills and proactive mindset, showing that you’re not just a lone wolf but a team player who thrives in a collaborative environment.
