- Analyse portfolio company performance and identify value creation opportunities
- Build financial models, forecasts, and investment analysis to support strategic decisions
- Monitor financial and operational KPIs across portfolio businesses
- Support acquisitions, due diligence, integrations, and transformation initiatives
- Prepare board papers, investment committee materials, and investor reporting
- Conduct market, sector, and competitor research to inform investment decisions
- Partner closely with portfolio management teams and senior leaders across the Group
Requirements
- Bachelor's degree in Finance, Economics, Business, Accounting, Mathematics, or a related discipline
- 2-4 years' post-graduate experience within Private Equity, Investment Banking, Transaction Services, Strategy Consulting, Asset Management, or Big Four Deals Advisory
- Strong financial modelling and analytical skills
- Comfortable working with complex data and translating insights into commercial recommendations
- Excellent communication and stakeholder management capabilities
- Desirable: MBA from a leading business school
- Desirable: CFA, ACA, ACCA, CIMA, or equivalent qualification
- Desirable: Exposure to portfolio management, principal investing, M&A, or value creation programmes
Core Competencies
Demonstrates strong financial modelling and analytical skills to support strategic investment decisions, while effectively managing stakeholder communications and collaborating with portfolio management teams. Familiarity with private equity, M&A, and value creation initiatives is essential.
Highest-signal resume keywords
- Financial Modelling
- Analytical Skills
- Stakeholder Management
- Private Equity Experience
- Investment Analysis
Hard Skills
- Financial Modelling
- Investment Analysis
- Forecasting
- KPI Monitoring
- Market Research
- Data Analysis
Soft Skills
- Communication
- Collaboration
- Problem-Solving
Certifications & Qualifications
- CFA
- ACA
- ACCA
- CIMA
- MBA
Industry Keywords
- Private Equity
- Investment Banking
- Transaction Services
- Strategy Consulting
- Asset Management
- M&A
- Value Creation
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Asset Management Analyst employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
