At a Glance
- Tasks: Enhance portfolio reporting and analytics for high-growth tech and consumer businesses.
- Company: Leading mid-market private equity fund with a collaborative culture.
- Benefits: Competitive salary, bonus, and opportunities for professional growth.
- Other info: Join a dynamic team and work closely with senior leadership.
- Why this job: Make a real impact in a fast-growing investment platform with diverse portfolios.
- Qualifications: Experience in audit or corporate finance; strong analytical and Excel skills.
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
- 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 employer: Finatal
Finatal is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets collaboration. Employees benefit from competitive salaries, performance bonuses, and the opportunity to work closely with senior leadership on impactful projects that shape the future of portfolio monitoring in private equity. With a strong focus on professional development and a culture that encourages growth, this role provides a unique chance to contribute to a fast-growing investment platform while enhancing your analytical and reporting skills.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Monitoring Senior Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the private equity space and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Portfolio Monitoring Senior Associate role.
✨Tip Number 2
Prepare for those interviews by brushing up on your portfolio monitoring platforms knowledge. Be ready to discuss how you've used tools like iLevel or Dynamo in past roles, as this will show you’re the right fit for enhancing their reporting capabilities.
✨Tip Number 3
Showcase your analytical skills! Bring examples of dashboards or reports you've created in previous jobs to the interview. This will demonstrate your ability to produce insightful analysis and support high-quality data reporting.
✨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, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Portfolio Monitoring Senior Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Portfolio Monitoring Senior Associate role. Highlight your background in audit, corporate finance, or portfolio monitoring, and don’t forget to mention any experience with private equity or asset management.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your analytical skills can contribute to enhancing portfolio reporting and analytics. Be genuine and let your personality come through!
Showcase Your Technical Skills:Since this role involves advanced Excel capabilities and familiarity with portfolio monitoring platforms, make sure to highlight your experience with tools like iLevel or Dynamo. If you’ve worked with macros or VBA, definitely mention that too!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at Finatal
✨Know Your Numbers
Make sure you brush up on your financial metrics and portfolio performance indicators. Be ready to discuss how you would analyse data and present insights, as this role is all about turning numbers into narratives.
✨Showcase Your Tech Savvy
Familiarise yourself with portfolio monitoring platforms like iLevel or Dynamo. If you have experience with Excel macros or VBA, be prepared to share specific examples of how you've used these tools to enhance reporting processes.
✨Communicate Clearly
Practice articulating complex financial concepts in a straightforward manner. This role requires excellent communication skills, so think about how you can convey your insights effectively to both finance teams and senior leadership.
✨Demonstrate Your Curiosity
Exhibit your analytical mindset by asking insightful questions about the firm's portfolio and reporting processes. Show that you're not just interested in the role, but also in how you can contribute to building a best-in-class reporting function.
