At a Glance
- Tasks: Enhance portfolio monitoring and reporting processes for high-growth tech and consumer businesses.
- Company: Leading mid-market private equity fund with a collaborative and operationally focused approach.
- Benefits: Competitive salary, bonus opportunities, and exposure to diverse portfolio companies.
- Other info: Join a dynamic team and work closely with senior leadership to drive improvements.
- Why this job: Shape a data-driven monitoring function and make a real impact in a fast-growing investment platform.
- Qualifications: Experience in audit, corporate finance, or portfolio monitoring; strong Excel skills required.
The predicted salary is between 60000 - 80000 £ per year.
Finatal is partnering with a leading mid-market private equity fund investing in high-growth technology and consumer businesses across the UK and Europe. With multiple billion pounds of AUM and a growing portfolio of businesses, the firm has built a strong reputation for its highly collaborative and operationally focused investment approach. The business is continuing to scale and is now looking to hire a Portfolio Monitoring Senior Associate to help build and enhance its portfolio reporting and analytics capabilities.
This is a high-impact role sitting at the intersection of portfolio analytics, commercial insight, and technology-enabled reporting. The successful candidate will act as a key bridge between portfolio company reporting and senior-level reporting used for investment committee discussions and investor reporting. The opportunity offers broad exposure across a diverse portfolio alongside the chance to help shape a scalable, data-driven monitoring function within an ambitious and fast-growing investment platform.
Responsibilities
- Own and enhance portfolio monitoring and reporting processes across multiple portfolio companies.
- Build streamlined and scalable reporting frameworks connecting portfolio company trading data with investor and internal reporting requirements.
- Develop dashboards, charts, and analytical outputs using portfolio monitoring platforms.
- Produce insightful analysis around portfolio performance, trends, and key commercial metrics.
- Support portfolio committee and investment committee reporting with high-quality data and actionable insights.
- Work closely with finance teams across portfolio companies to ensure timely, accurate, and relevant reporting.
- Challenge and improve data quality, consistency, and reconciliation processes.
- Drive improvements in reporting systems, automation, and monitoring capabilities.
- Support the build-out of additional analytical and reporting tools, including Excel macros and VBA functionality.
- Partner closely with senior leadership and become a trusted internal advisor across the business.
Requirements
- Background in audit, assurance, corporate finance, or portfolio monitoring.
- Experience within private equity, asset management, or wider investment environments advantageous.
- Strong working knowledge of portfolio monitoring platforms such as iLevel, Dynamo, or FolioSure.
- Advanced Excel capabilities including macros and VBA.
- Highly analytical with strong attention to detail and curiosity around data and technology.
- Strong commercial acumen with the ability to interpret and present financial insights effectively.
- Excellent communication and stakeholder management skills.
- Comfortable working directly with senior leadership and portfolio company finance teams.
- Ambitious, hands-on, and excited by the opportunity to help build a best-in-class reporting function.
Portfolio Monitoring Senior Associate in London employer: Finatal
Finatal is an exceptional employer, offering a dynamic work environment in the heart of London where collaboration and innovation thrive. Employees benefit from competitive salaries, performance bonuses, and extensive opportunities for professional growth within a rapidly expanding mid-market private equity fund. The culture fosters a strong sense of community, encouraging team members to contribute to impactful projects that shape the future of high-growth technology and consumer businesses across Europe.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Monitoring Senior Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Finatal. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Monitoring Senior Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Finatal.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Finatal's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Finatal
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Finatal.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Finatal will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Finatal employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
