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- Tasks: Monitor portfolio performance and build insightful dashboards to drive investment decisions.
- Company: Join a global investment group that values innovation and initiative.
- Benefits: Competitive salary, autonomy in your role, and a data-driven culture.
- Why this job: Make a real impact on investment strategies and value creation across diverse asset classes.
- Qualifications: Experience in private equity or related fields with strong analytical skills.
- Other info: Collaborative environment with opportunities for career growth and visibility.
The predicted salary is between 72000 - 100800 £ per year.
Are you working in a private equity environment, supporting portfolio performance tracking, analysis or value creation and ready to take a bigger step in scope and impact? This Portfolio Monitoring role offers the opportunity to play a key role in a global private markets investor. You’ll be a pivotal part in monitoring portfolio performance, building insight tools, and shaping the firm’s approach to data-led portfolio management. You’ll have the autonomy to design and enhance the systems, dashboards, and analytical frameworks that drive commercial decisions across the platform. It’s a chance to move from reporting numbers to providing analysis and insight that will influence investment, value creation, and exit strategies across multiple asset classes.
What you’ll be doing:
- Building and maintaining portfolio performance dashboards, ensuring financial and operational data is consistent, and actionable.
- Partnering with investment and operating teams to identify performance trends, risks and opportunities across the portfolio.
- Contributing to valuation and fund reporting processes, helping shape best-in-class monitoring standards.
- Working closely with data and technology teams to enhance reporting systems and introduce automation and business intelligence tools.
- Supporting portfolio company initiatives including short-medium term planning, exit readiness and KPI optimisation.
Requirements:
- Experience in private equity, portfolio analysis, investment banking, or a related financial discipline.
- A strong analytical and commercial mindset, confident in Power BI, Excel and financial modelling.
- Ability to interpret complex data and communicate insights clearly to senior stakeholders.
- Curiosity and initiative – someone who enjoys building processes and implementing new ways of working.
- A collaborative approach, able to partner with investment, finance and operations teams.
The Opportunity:
You’ll join a global investment group with a long-term approach and a culture that rewards initiative and innovation. The environment suits someone who thrives in a data-led culture - and who wants visibility across a multi-strategy private markets platform. If you have experience within private equity and want to move into a broader, higher-impact role with greater ownership and autonomy, this could be an excellent next step.
Portfolio Monitoring Associate employer: Investigo
Contact Detail:
Investigo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Monitoring 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. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Get your hands dirty with data! Brush up on your Power BI and Excel skills, and maybe even create a sample dashboard showcasing your analytical prowess. This will not only impress potential employers but also give you a solid talking point during interviews.
✨Tip Number 3
Prepare for those interviews by practising your storytelling skills. Be ready to share specific examples of how you've contributed to portfolio performance tracking or value creation in your previous roles. Make it relatable and impactful!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team.
We think you need these skills to ace Portfolio Monitoring Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Portfolio Monitoring Associate role. Highlight your experience in private equity, portfolio analysis, and any relevant tools like Power BI and Excel.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've contributed to portfolio performance tracking or analysis in the past, and show your enthusiasm for the opportunity.
Showcase Your Analytical Skills: Since this role is all about data-led decision making, make sure to emphasise your analytical mindset. Discuss any projects where you’ve interpreted complex data and communicated insights to stakeholders.
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 this exciting opportunity in our global investment group.
How to prepare for a job interview at Investigo
✨Know Your Numbers
Make sure you’re well-versed in the financial metrics and performance indicators relevant to private equity. Brush up on your portfolio analysis skills and be ready to discuss how you've used data to drive insights in previous roles.
✨Showcase Your Analytical Skills
Prepare to demonstrate your proficiency in tools like Power BI and Excel. Bring examples of dashboards or reports you've created, and be ready to explain how they influenced decision-making in your past experiences.
✨Communicate Clearly
Practice articulating complex data insights in a straightforward manner. Think about how you can convey your findings to senior stakeholders who may not have a technical background, as this will be crucial in your role.
✨Emphasise Collaboration
Highlight your experience working with cross-functional teams. Be prepared to share specific examples of how you’ve partnered with investment, finance, and operations teams to achieve common goals and drive value creation.
