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For Companies At a Glance
- Tasks: Lead portfolio valuations and present key financial reports to senior management.
- Company: 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 in a dynamic environment while collaborating with finance teams.
- Qualifications: Background in finance or accounting, with experience in valuations and corporate finance.
- Other info: Be part of a pioneering role with excellent career advancement potential.
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 connections in the private equity space, attend industry events, and engage on platforms like LinkedIn. We can’t stress enough how personal connections can open doors that applications alone can’t.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s portfolio and recent deals. We want you to showcase your knowledge and insights during discussions, so do your homework and come armed with questions that demonstrate your interest and expertise.
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your experience in valuations and financial analysis. We suggest rehearsing with a friend or mentor to ensure you can confidently convey your skills and how they align with the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
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 both your CV and cover letter, make sure to highlight your strong financial skills. Talk about your experience with financial reporting, debt maturities, and any relevant tools or processes you've implemented. We love numbers, so show us what you’ve got!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Let’s get started!
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 managing debt maturities or presenting financial reports, having concrete examples ready will demonstrate your ability to provide actionable insights to senior management.
✨Understand the Private Equity Landscape
Familiarise yourself with current trends in private equity, especially around fund structures and capital financing. Being able to discuss recent deals or market movements will show that you're not just qualified but also genuinely interested in the industry.
✨Be a Team Player
This role involves collaboration with various teams, so be ready to talk about your experience working with finance teams and senior executives. Highlight instances where you've facilitated data collection or harmonised financial information, as this will showcase your ability to be a trusted partner.
