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- Tasks: Analyse portfolio data, support valuations, and enhance reporting tools for clear insights.
- Company: High-performing boutique private equity firm with a stellar market reputation.
- Benefits: Competitive salary, strong bonuses, attractive benefits, and hybrid working model.
- Other info: Opportunity to engage with senior stakeholders and develop a deep understanding of fund structures.
- Why this job: Gain broad exposure across finance, investment, and operations in a dynamic environment.
- Qualifications: 4-6 years in an analytical role, strong Excel skills, and enthusiasm for private equity.
The predicted salary is between 60000 - 80000 £ per year.
We are partnered with a high-performing boutique private equity firm with an outstanding track record in capital raising and a strong reputation across the market. As the platform continues to scale, they are seeking a Portfolio Monitoring and Finance Associate. This is a broad, analytically focused role sitting at the intersection of finance, investment and operations.
This is an excellent opportunity for an ambitious non-investment-focused portfolio analyst to deepen their experience within a high-quality private equity platform. The role offers genuine exposure to senior stakeholders and the chance to develop a strong understanding of fund structures and underlying investments.
Day-to-day, the successful candidate will be hands-on with a range of analytical tasks, including:
- Collating and analysing portfolio company data
- Supporting valuation processes
- Contributing to performance analysis
- Assisting with ESG reporting
- Picking up ad hoc requests from across the business
There will also be involvement in maintaining and improving reporting tools and dashboards, helping the team access clear portfolio insights quickly and efficiently.
The ideal candidate will have around 4–6 years of experience in an analytical role with exposure to Private Markets. Strong academic credentials are important, alongside advanced Excel capability and a genuine enthusiasm for working in a commercially driven, fast-paced private equity environment.
The firm is offering a competitive base salary, strong bonus potential and an attractive benefits package. Their modern offices are based in central London. They have a hybrid working model.
Portfolio Monitoring Analyst - Highly profitable Private Equity firm - Broad exposure across Investment team, Operations, and Finance in City of London employer: Mondrian Alpha
Contact Detail:
Mondrian Alpha Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Monitoring Analyst - Highly profitable Private Equity firm - Broad exposure across Investment team, Operations, and Finance in City of London
✨Tip Number 1
Network like a pro! Reach out to connections in the private equity space, attend industry events, and engage on platforms like LinkedIn. We can’t stress enough how valuable personal connections can be in landing that dream role.
✨Tip Number 2
Prepare for interviews by brushing up on your analytical skills and understanding of fund structures. We recommend practising common interview questions and scenarios related to portfolio monitoring and finance. Show them you’re ready to dive into the nitty-gritty!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. Use our website to find roles that excite you and match your skills. Tailor your approach to each firm’s culture and values – it’ll make a difference!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We suggest reiterating your enthusiasm for the role and mentioning something specific from the conversation to show you were engaged.
We think you need these skills to ace Portfolio Monitoring Analyst - Highly profitable Private Equity firm - Broad exposure across Investment team, Operations, and Finance in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Monitoring Analyst role. Highlight your analytical skills and any relevant experience in private markets. We want to see how your background aligns with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your skills can contribute to the team. We love seeing genuine enthusiasm for the role and the firm.
Showcase Your Analytical Skills: Since this role is heavily focused on analysis, be sure to showcase your analytical skills in both your CV and cover letter. Mention specific tools or methodologies you've used in the past that relate to portfolio monitoring and finance.
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
Brush up on your analytical skills and be ready to discuss specific metrics related to portfolio performance. Familiarise yourself with key financial ratios and valuation methods, as these will likely come up during the interview.
✨Understand the Firm's Focus
Research the private equity firm thoroughly. Understand their investment strategies, recent deals, and overall market reputation. This knowledge will help you tailor your answers and show genuine interest in their operations.
✨Showcase Your Excel Skills
Since advanced Excel capability is crucial for this role, prepare to demonstrate your proficiency. You might be asked about specific functions or how you would approach data analysis tasks, so be ready with examples from your past experience.
✨Prepare for ESG Discussions
Given the emphasis on ESG reporting, be prepared to discuss your understanding of environmental, social, and governance factors in investment decisions. Think of examples where you've engaged with ESG considerations in your previous roles.