Portfolio Valuations & Monitoring Lead
Portfolio Valuations & Monitoring Lead

Portfolio Valuations & Monitoring Lead

Full-Time 43200 - 72000 Β£ / 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 the portfolio function and influencing key decisions.
  • 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 Β£ 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 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 professional growth. Our employees benefit from comprehensive training programmes, competitive remuneration, and the opportunity to make a significant impact within the portfolio function. Join us to be part of a collaborative team that values your contributions and supports your career aspirations in a vibrant city known for its financial prowess.
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Contact Detail:

PER Recruiting Team

StudySmarter Expert Advice 🀫

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

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and private equity sectors. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.

✨Tip Number 2

Prepare for interviews by brushing up on your financial analysis skills. Be ready to discuss your experience with portfolio valuations and how you've managed financial reports in the past. We want to see your expertise shine!

✨Tip Number 3

Showcase your strategic thinking! When discussing your previous roles, highlight how you've driven initiatives that improved portfolio performance. This will demonstrate your ability to shape the portfolio function effectively.

✨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 Valuations & Monitoring Lead

Portfolio Monitoring
Valuation Skills
Financial Reporting
Capitalisation Records Management
Financial Analysis
Accounting Knowledge
Economics Background
Strategic Initiative Development

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your finance, accounting, or economics background. We want to see how your skills in financial analysis and reporting align with the role of Portfolio Valuations & Monitoring Lead.

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 unique opportunity. Share specific examples of how you've shaped portfolio functions or driven strategic initiatives in the past.

Showcase Your Analytical Skills: Since this role involves overseeing quarterly valuations and managing financial reports, make sure to highlight any relevant experience you have in these areas. We love seeing candidates who can demonstrate their analytical prowess!

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 during the 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. Having real examples from your past experience can really set you apart.

✨Understand the Company’s Portfolio

Do your homework on the company’s current portfolio. Familiarise yourself with their investments and any recent news. This shows genuine interest and allows you to tailor your answers to align with their strategic initiatives.

✨Prepare for Technical Questions

Expect questions that dive deep into financial reporting and capitalisation records. Practise articulating your thought process clearly, as this will demonstrate your analytical skills and ability to manage complex financial data.

✨Showcase Leadership Skills

As a Manager, you'll need to lead a team. Prepare examples of how you've successfully managed projects or teams in the past. Highlight your ability to drive strategic initiatives and how you can shape the portfolio function effectively.

Portfolio Valuations & Monitoring Lead
PER

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