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, dynamic work environment, and opportunities for professional growth.
- Other info: Exciting opportunity to work on innovative fund structures and strategic initiatives.
- Why this job: Join a collaborative team and make an impact in private equity portfolio management.
- Qualifications: 2-4 years in portfolio management or financial analysis; strong analytical skills required.
The predicted salary is between 60000 - 80000 £ 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:
- 2-4 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 Slough employer: Edgworth Partners
As a leading global private markets manager, we pride ourselves on fostering a dynamic and inclusive work culture that encourages collaboration and innovation. Our London office offers exceptional employee growth opportunities through hands-on experience in portfolio management and strategic initiatives, alongside competitive benefits that support work-life balance. Join us to be part of a team that values your contributions and invests in your professional development within the exciting realm of private equity.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management Associate - Private Equity (Evergreen Funds) in Slough
✨Tip Number 1
Network like a pro! Reach out to folks in the private equity space, especially those who work with evergreen funds. A casual chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Prepare a mini portfolio showcasing your analytical prowess and financial modelling skills. This could be a game-changer during interviews, proving you’ve got what it takes.
✨Tip Number 3
Stay updated on market trends! Being knowledgeable about current events in private equity will not only impress interviewers but also help you engage in meaningful conversations during networking.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate candidates who want to make an impact in portfolio management. Your next big opportunity could be just a click away!
We think you need these skills to ace Portfolio Management Associate - Private Equity (Evergreen Funds) in Slough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Investment Associate. Highlight your relevant experience in portfolio management and financial analysis, and don’t forget to showcase your analytical skills and proficiency in Excel!
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 specific about your achievements and how they relate to the responsibilities listed in the job description.
Showcase Your Communication Skills:Since excellent written communication is key for this role, make sure your application is clear and concise. Avoid jargon and keep your language professional yet approachable. We want to see your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
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 you'll be preparing investment committee materials, practice articulating complex financial concepts clearly and concisely. Think about examples where you've successfully communicated insights to stakeholders.
✨Demonstrate Team Spirit
This role requires collaboration across various teams. Prepare examples that highlight your teamwork and organisational skills, showing how you’ve contributed to group projects and supported colleagues in achieving common goals.
