Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead portfolio valuations and present key financial reports to senior management.
- Company: Join a leading mid-market private equity investor in London.
- Benefits: Competitive salary, growth opportunities, and a chance to shape a critical business area.
- Why this job: Make a real impact by driving financial insights and enhancing processes.
- Qualifications: Background in finance or accounting with experience in valuations or corporate finance.
- Other info: Dynamic role with opportunities to collaborate with senior executives and drive change.
The predicted salary is between 72000 - 108000 £ per year.
We have partnered with a leading mid-market private equity investor seeking a Manager to lead portfolio monitoring and valuations. This is a growth hire and the first dedicated position within the portfolio function, offering a unique opportunity to shape and develop this critical area of the business.
What The Job Involves
- Lead quarterly portfolio valuations, taking ownership of waterfall calculations and ensuring alignment with portfolio company capital structures.
- Oversee and present key financial reports on debt maturities, hedging positions, covenant projections, and liquidity, providing actionable insights to senior management.
- Manage a centralized equity capitalisation record for each portfolio company, ensuring legal documentation and share registers are accurate and fully reconciled.
- Drive comparable company analyses each quarter, integrating relevant deal activity to support investment insights.
- Design and implement standardised financial data processes across the portfolio, improving efficiency and consistency of reporting.
- Support strategic initiatives and collaborate with portfolio finance teams and deal teams to validate and harmonise financial information, ensuring reliability for decision-making.
- Serve as a trusted partner for portfolio company finance teams, facilitating timely and accurate data collection.
- Work closely with Investor Relations and Fund Reporting to deliver precise and insightful quarterly reports, investor presentations, and responses to investor inquiries.
- Maintain and update fund models supporting strategic performance tracking.
- Provide deal team support on key transactions.
Who we are looking for
- Educational background in finance, accounting, economics, or a related discipline.
- Proven experience in valuations, corporate finance, or a closely related field.
- Qualified accountant (ACA, ACCA, or equivalent) preferred, but not essential.
- Strong financial acumen with advanced skills in analysis, data management, and reporting.
- Experience collaborating with senior executives and presenting insights to leadership teams.
- Proactive self-starter with the ability to drive change, enhance processes, and implement best practices.
- Familiarity with private equity fund structures, capital structures, and financing is highly desirable.
Portfolio Monitoring and Valuations Manager, Leading Mid-Market Private Equity Investor, London, UK employer: PER
Contact Detail:
PER Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Monitoring and Valuations Manager, Leading Mid-Market Private Equity Investor, London, UK
✨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
Prepare for interviews by brushing up on your financial acumen. Be ready to discuss portfolio valuations and capital structures in detail. Show them you can not only crunch numbers but also provide actionable insights!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each one. It’s all about making that connection!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Share any additional thoughts or insights you have about the role to reinforce your enthusiasm and fit for the position.
We think you need these skills to ace Portfolio Monitoring and Valuations Manager, Leading Mid-Market Private Equity Investor, London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience in valuations and financial analysis, and don’t forget to mention any relevant qualifications. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past achievements in portfolio management and how they align with what we’re looking for.
Showcase Your Financial Acumen: In your application, demonstrate your strong financial skills. Talk about your experience with financial reporting, debt maturities, and liquidity insights. We love candidates who can provide actionable insights, so make that clear!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at PER
✨Know Your Numbers
Make sure you brush up on your financial acumen before the interview. Be prepared to discuss portfolio valuations, waterfall calculations, and capital structures in detail. This role is all about numbers, so showing that you can handle them confidently will impress the interviewers.
✨Showcase Your Analytical Skills
Prepare examples of how you've used data analysis to drive insights in previous roles. Whether it's presenting financial reports or conducting comparable company analyses, be ready to demonstrate your analytical prowess and how it can benefit their portfolio function.
✨Understand the Private Equity Landscape
Familiarise yourself with current trends in private equity, especially mid-market investments. Being able to discuss recent deal activity and how it impacts valuations will show that you're not just knowledgeable but also genuinely interested in the sector.
✨Be a Team Player
This role involves collaboration with various teams, so highlight your experience working with senior executives and finance teams. Share specific instances where you facilitated communication or improved processes, as this will demonstrate your ability to be a trusted partner within the organisation.
