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- Tasks: Monitor investment valuations, collaborate with teams, and prepare performance analysis for stakeholders.
- Company: Join a leading Private Equity firm in London with exciting growth plans.
- Benefits: Enjoy career development opportunities in a supportive, meritocratic environment.
- Why this job: Be part of a newly formed division with dynamic challenges and innovative thinking.
- Qualifications: Qualified Accountant (ACA, ACCA, or CIMA) with 3+ years PQE in private equity or top accounting firms.
- Other info: We value equity in recruitment; let us know how we can support your application.
The predicted salary is between 48000 - 72000 £ per year.
Goodman Masson are searching for a Portfolio Monitoring Manager to join a leading Private Equity firm in their London office. This newly established position offers an exciting opportunity amid significant growth plans, making it an ideal time to join. It provides a rare chance to be part of a newly formed division within a leading private equity firm, ensuring excellent growth prospects. Supported by the robust framework of a premier, global company, it combines the dynamism of a thriving environment with the stability of a well-established organisation.
The position offers a diverse range of responsibilities spanning finance and beyond, providing opportunities to maximise strengths through positive challenges. Duties include:
- Valuing investments and monitoring portfolios.
- Collaborating with various teams like investor relations and external specialists.
- Ensuring accuracy in valuation and reporting processes.
- Partnering across the business to deliver performance analysis and manage complex structures.
- Innovating technology capabilities.
The ideal candidate will work within an innovative and proactive team, contributing to strategy and workflows, while interacting with senior stakeholders daily. This high-profile role offers tangible results, career development opportunities, and a supportive, meritocratic environment that values effort, teamwork, and innovative thinking.
Key Responsibilities:
- Monitor and confirm the accuracy of investment valuations provided by underlying investment managers, ensuring up-to-date tradeable NAV and working on the company's valuation adjustments model.
- Collaborate with external providers such as valuation specialists and auditors to ensure the accuracy of valuations.
- Prepare the Valuation Committee pack and track progress of new deals to align with strategic objectives.
- Summarise the performance of the funds' portfolio in a quarterly review pack for senior stakeholders.
- Govern investment performance, working alongside the Investment Team and CIO Office to probe information around funding requirements and exit assumptions.
- Collaborate with the Investor Relations team to deliver investment performance analysis for investors and support fundraising efforts through the review of investment materials.
- Work alongside tax and execution teams to manage complex underlying structures in various jurisdictions.
- Cooperate with administrators to ensure main deliverables are met.
- Partner with Middle Office/IT teams to innovate market-leading investment platform functionality and technology capabilities.
Essential Experience:
- Qualified Accountant (ACA, ACCA, or CIMA) with at least 3 years PQE.
- Significant accounting experience in private equity / alternative fund environments or one of the top 10 accounting firms.
- Strong knowledge of valuation guidance.
- Excellent organisational and motivational skills with meticulous attention to detail.
Desirable Experience:
- Experience in PE firms, Asset Managers / Investment Managers, Fund Administrators, or Top 10 accountancy firms.
- Previous oversight of third-party service providers.
In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.
Portfolio Monitoring Manager employer: Goodman Masson
Contact Detail:
Goodman Masson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Monitoring Manager
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in private equity. Understanding the current landscape will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in private equity or similar roles. Attend industry events, webinars, or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed complex financial structures or collaborated with various teams in previous roles. This will showcase your ability to handle the diverse responsibilities outlined in the job description.
✨Tip Number 4
Research Goodman Masson and the private equity firm they represent. Understanding their values, recent projects, and growth plans will allow you to tailor your conversations and show that you're a great fit for their team.
We think you need these skills to ace Portfolio Monitoring Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private equity or alternative fund environments. Emphasise your accounting qualifications and any specific achievements that align with the responsibilities of the Portfolio Monitoring Manager role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with investment valuations, collaboration with teams, and how you can contribute to the company's growth plans.
Highlight Relevant Skills: In your application, focus on skills such as attention to detail, organisational abilities, and experience with valuation guidance. These are crucial for the role and should be clearly articulated in your documents.
Showcase Your Teamwork Experience: Since the role involves collaborating with various teams, provide examples of past experiences where you successfully worked in a team environment. Highlight your ability to interact with senior stakeholders and contribute to strategic objectives.
How to prepare for a job interview at Goodman Masson
✨Understand the Role Thoroughly
Before the interview, make sure you have a solid grasp of the responsibilities and expectations of a Portfolio Monitoring Manager. Familiarise yourself with key terms like NAV, valuation adjustments, and performance analysis to demonstrate your knowledge and enthusiasm for the role.
✨Showcase Relevant Experience
Prepare to discuss your accounting qualifications and any relevant experience in private equity or alternative fund environments. Highlight specific examples where you've successfully managed valuations or collaborated with teams, as this will resonate well with the interviewers.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask during the interview. This could include inquiries about the company's growth plans, the structure of the new division, or how they measure success in this role. It shows your interest and helps you assess if the company is the right fit for you.
✨Demonstrate Team Collaboration Skills
Since the role involves working closely with various teams, be ready to share examples of how you've effectively collaborated in the past. Discuss your approach to teamwork and how you handle challenges when working with different stakeholders.
