At a Glance
- Tasks: Analyse portfolio performance and enhance reporting tools for a leading private equity firm.
- Company: High-performing boutique private equity firm with a stellar reputation.
- Benefits: Competitive salary, strong bonuses, flexible remote work, and attractive benefits package.
- Other info: Enjoy a flexible working model and excellent career growth opportunities.
- Why this job: Join a dynamic team and make a real impact in the fast-paced world of private equity.
- Qualifications: ACA or CFA qualified with strong analytical skills and advanced Excel proficiency.
The predicted salary is between 130000 - 140000 £ per year.
We are partnered with a high-performing boutique private equity firm with an outstanding track record and a reputation for successfully raising capital. As the platform continues to grow, they are looking to hire a Portfolio Monitoring and Finance Director to sit in a broad, analytically focused role at the intersection of finance, investment and operations.
This position offers strong visibility across the platform and regular interaction with senior stakeholders. The successful candidate will develop a detailed understanding of the funds and underlying investments, supporting a wide range of analytical work including portfolio company data, valuations, performance analysis, ESG reporting and broader ad hoc requests from across the business.
They are looking to hire someone who can continue to focus on enhancing their reporting tools / dashboards so they are able to give quick overviews of the portfolio at a high level and in granular detail. The ideal candidate will be ACA or CFA qualified (or similar) and currently working in a highly analytical role within the Private Markets space. Strong academics are important, as is advanced Excel capability and a genuine interest in working in a commercially minded, fast-paced private equity setting.
The firm is offering a competitive base salary (up to £140k), strong bonus potential and an attractive benefits package. They have modern offices in central London but have a very flexible working model and so operate largely remotely.
Locations
Senior Portfolio Monitoring - Boutique PE firm - Highly Flexible role in Bath, Somerset employer: Mondrian Alpha
This boutique private equity firm stands out as an exceptional employer due to its commitment to employee growth and a flexible working environment. With modern offices in central London and a strong emphasis on work-life balance, employees benefit from competitive salaries, robust bonus potential, and a culture that fosters analytical thinking and collaboration with senior stakeholders. The firm prioritises professional development, making it an ideal place for those seeking meaningful and rewarding careers in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Portfolio Monitoring - Boutique PE firm - Highly Flexible role in Bath, Somerset
✨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 dream role.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, understand their portfolio, and be ready to discuss how your analytical skills can enhance their reporting tools. Show them you’re not just another candidate, but the right fit for their team.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that Senior Portfolio Monitoring role!
We think you need these skills to ace Senior Portfolio Monitoring - Boutique PE firm - Highly Flexible role in Bath, Somerset
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role. Highlight your analytical skills and experience in private equity, as well as any relevant qualifications like ACA or CFA. We want to see how your background aligns with the needs of the firm!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to the firm's success. Be sure to mention your interest in enhancing reporting tools and dashboards.
Showcase Your Analytical Skills:Since this role is highly analytical, make sure to showcase your experience with data analysis, valuations, and performance metrics. We love candidates who can demonstrate their ability to work with complex information and provide insights.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Mondrian Alpha
✨Know Your Numbers
Make sure you brush up on your financial metrics and portfolio performance indicators. Be ready to discuss how you've used data analysis in your previous roles, especially in private equity or similar environments.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical prowess. Think about specific projects where you enhanced reporting tools or dashboards, and be ready to explain the impact of your work on decision-making processes.
✨Engage with Stakeholders
Since this role involves regular interaction with senior stakeholders, practice articulating your thoughts clearly and confidently. Prepare questions that demonstrate your understanding of their business and how you can add value.
✨Demonstrate Flexibility and Adaptability
Given the firm's flexible working model, be prepared to discuss how you manage your time and priorities effectively in a remote setting. Share examples of how you've thrived in fast-paced environments and adapted to changing circumstances.
