Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead portfolio monitoring and reporting for a mid-market private equity fund.
- Company: Join a dynamic London-based private equity fund known for its innovative approach.
- Benefits: Enjoy a competitive salary and opportunities for professional growth.
- Why this job: Perfect for data enthusiasts wanting to make an impact in finance and tech.
- Qualifications: 4-6 years in portfolio monitoring; iLEVEL experience is a must.
- Other info: Ideal for those with a passion for analytics and strategic collaboration.
The predicted salary is between 43200 - 72000 £ per year.
An exciting and sought after London-based mid-market private equity fund is seeking a senior associate to lead portfolio monitoring. This role bridges asset-level data and top-level reporting, financial acumen, and an analytical mindset. Ideal for someone from consulting, audit or corporate finance with a passion for tech and data and experience using iLEVEL software.
Responsibilities:
- Own the full end-to-end reporting process across all portfolio companies.
- Using iLEVEL build dashboards and analytical tools.
- Develop and scale a tech-driven, automated reporting function.
- Provide analysis, trends, and insights to support portfolio and investment committees.
- Reconcile and integrate top-down and bottom-up financial data.
- Act as a strategic business partner to senior leadership and the wider portfolio.
- Collaborate with finance teams and partners to access and validate data.
- Identify and implement process improvements, including macros or similar tools.
- Ensure effective communication, time management, and cross-functional collaboration.
Requirements:
- Experience in a portfolio monitoring/reporting role, from advisory, consulting or private fund level.
- 4-6 years of experience.
- Experience of iLEVEL is essential.
- Qualified accounting qualification (ACA, ACCA etc).
- Must be highly analytical with a strong attention to detail and natural curiosity around data.
- Strong interpersonal skills.
Please only apply if you meet the above criteria.
iLEVEL Portfolio Monitoring Associate employer: Finatal
Contact Detail:
Finatal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land iLEVEL Portfolio Monitoring Associate
✨Tip Number 1
Familiarise yourself with iLEVEL software if you haven't already. Since experience with this tool is essential for the role, consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering it.
✨Tip Number 2
Network with professionals in the private equity sector, especially those who work with mid-market funds. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the specific challenges they face in portfolio monitoring.
✨Tip Number 3
Prepare to discuss your analytical mindset and how you've used data to drive decisions in previous roles. Be ready to share specific examples of how you've improved reporting processes or provided insights that influenced business outcomes.
✨Tip Number 4
Showcase your interpersonal skills during any interactions with our team. This role requires collaboration with various stakeholders, so be prepared to discuss how you've successfully worked with cross-functional teams in the past.
We think you need these skills to ace iLEVEL Portfolio Monitoring Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio monitoring, reporting, and any specific roles in consulting, audit, or corporate finance. Emphasise your familiarity with iLEVEL software and any analytical tools you've used.
Craft a Compelling Cover Letter: In your cover letter, express your passion for tech and data. Discuss how your background aligns with the responsibilities of the role, particularly your experience in building dashboards and providing insights to support investment committees.
Highlight Analytical Skills: Given the analytical nature of the role, ensure you provide examples of how you've used data to drive decisions or improvements in previous positions. Mention any specific projects where you reconciled financial data or implemented process improvements.
Showcase Interpersonal Skills: Since the role requires collaboration with finance teams and senior leadership, include examples that demonstrate your strong interpersonal skills. Highlight experiences where effective communication and teamwork led to successful outcomes.
How to prepare for a job interview at Finatal
✨Showcase Your Analytical Skills
Since the role requires a strong analytical mindset, be prepared to discuss specific examples of how you've used data to drive decisions or improve processes in your previous roles. Highlight any experience with iLEVEL software and how it has helped you in your past work.
✨Demonstrate Financial Acumen
Make sure to brush up on your financial knowledge, especially around portfolio monitoring and reporting. Be ready to explain complex financial concepts in simple terms, as this will show your ability to communicate effectively with both finance teams and senior leadership.
✨Prepare for Technical Questions
Expect questions that assess your technical skills, particularly related to building dashboards and analytical tools using iLEVEL. Consider preparing a mini-case study or example of a project where you successfully implemented tech-driven solutions.
✨Emphasise Collaboration and Communication
This role involves working closely with various teams, so be sure to highlight your interpersonal skills. Share examples of how you've successfully collaborated with others to achieve common goals, and discuss how you manage time and communication across different functions.
