Portfolio Valuations & Monitoring Lead in London
Portfolio Valuations & Monitoring Lead

Portfolio Valuations & Monitoring Lead in London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead portfolio monitoring and valuations, oversee financial reports, and manage capitalisation records.
  • Company: A leading mid-market private equity investor in Greater London.
  • Benefits: Competitive salary, professional development, and a chance to shape strategic initiatives.
  • Why this job: Make a real impact by driving portfolio functions and strategic initiatives.
  • Qualifications: Finance, accounting, or economics background with strong financial analysis skills.
  • Other info: Unique opportunity for career growth in a dynamic investment environment.

The predicted salary is between 43200 - 72000 £ per year.

A leading mid-market private equity investor in Greater London is looking for a Manager to lead portfolio monitoring and valuations. This role involves overseeing quarterly valuations, managing financial reports, and ensuring accurate capitalisation records for portfolio companies.

Ideal candidates will have a finance, accounting, or economics background, with strong skills in financial analysis and reporting. This is a unique opportunity to shape the portfolio function and drive strategic initiatives.

Portfolio Valuations & Monitoring Lead in London employer: PER

As a leading mid-market private equity investor in Greater London, we pride ourselves on fostering a dynamic work culture that encourages innovation and collaboration. Our employees benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that values work-life balance, making us an excellent employer for those seeking to make a meaningful impact in the finance sector.
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Contact Detail:

PER Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Valuations & Monitoring Lead in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and private equity sectors. Attend industry events or webinars to meet potential employers and get your name out there.

✨Tip Number 2

Prepare for interviews by brushing up on your financial analysis skills. Be ready to discuss how you've handled valuations and reporting in the past, and think of examples that showcase your expertise.

✨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.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Show your enthusiasm for the role and reiterate why you’re a great fit.

We think you need these skills to ace Portfolio Valuations & Monitoring Lead in London

Financial Analysis
Financial Reporting
Valuation Techniques
Capitalisation Records Management
Portfolio Monitoring
Strategic Initiatives
Accounting Knowledge
Economics Background
Leadership Skills
Attention to Detail
Analytical Skills
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role. Highlight your finance, accounting, or economics background and any relevant financial analysis experience to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Portfolio Valuations & Monitoring Lead role. Share specific examples of how you've successfully managed financial reports or valuations in the past.

Showcase Your Analytical Skills: Since this role involves financial analysis and reporting, be sure to demonstrate your analytical prowess in your application. Mention any tools or methodologies you’ve used to conduct valuations or monitor portfolios effectively.

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 don’t miss out on any important updates about the hiring process!

How to prepare for a job interview at PER

✨Know Your Numbers

Make sure you brush up on your financial analysis skills. Be prepared to discuss specific valuation methods and how they apply to portfolio companies. Familiarise yourself with common financial metrics and be ready to explain their significance.

✨Showcase Your Experience

Highlight any previous experience you have in portfolio monitoring or valuations. Use concrete examples from your past roles to demonstrate your ability to manage financial reports and oversee quarterly valuations effectively.

✨Understand the Company’s Portfolio

Do your homework on the company’s current portfolio. Understand their investment strategy and the sectors they focus on. This will not only show your interest but also help you tailor your answers to align with their goals.

✨Prepare for Strategic Discussions

Since this role involves driving strategic initiatives, think about how you can contribute to the company's growth. Prepare to discuss ideas on improving portfolio performance and how you would approach capitalisation records management.

Portfolio Valuations & Monitoring Lead in London
PER
Location: London
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  • Portfolio Valuations & Monitoring Lead in London

    London
    Full-Time
    43200 - 72000 £ / year (est.)
  • P

    PER

    50-100
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