At a Glance
- Tasks: Onboard new customers and transform complex fund reporting into reliable portfolio data.
- Company: PriView, a growing fintech tackling private markets investment challenges.
- Benefits: Gain hands-on experience, work with founders, and develop in a dynamic environment.
- Other info: Opportunity to shape company culture and processes as we scale.
- Why this job: Join a mission-driven team and make a real impact in the fintech space.
- Qualifications: Strong analytical skills, financial understanding, and excellent communication abilities.
The predicted salary is between 60000 - 75000 £ per year.
Location: London (Hammersmith)
Company: PriView
Start Date: ASAP
About PriView
PriView is building the portfolio intelligence platform for investors in private funds. Limited Partners, including family offices, asset managers, pension funds, foundations and endowments, receive large volumes of complex and fragmented reporting from their private equity, venture capital and other private-market investments. PriView uses AI to ingest, structure and enrich this information, giving investment teams a clearer and more timely understanding of their portfolios. Our platform helps investors analyse performance, understand their underlying company exposures, monitor portfolio developments and make better-informed investment decisions.
We are a growing London-based team, backed and advised by experienced technology and investment founders, including Justin Kan, co-founder of Twitch and former Y Combinator partner. Our ambition is to become the AI-powered operating system for private-markets investors.
The Role
PriView is looking for a highly capable and ambitious Private Markets Operations Associate to join our team. This is a broad, hands-on role at the intersection of private markets, financial data, customer operations and product development. You will help onboard new customers, turn complex fund reporting into reliable portfolio data, investigate financial and data-quality issues, test new product capabilities and improve how we operate as the business grows.
You will work closely with PriView’s founders, technical team, other members of the operations team and institutional customers. As part of a small company, you will have meaningful responsibility from the outset and visibility across nearly every part of the business. The role would suit someone who enjoys getting into the detail, learns quickly and wants to build a career at the intersection of finance and technology.
What You’ll Do
- Support the implementation and onboarding of new customers, including gathering data, coordinating access to reporting sources and managing onboarding workflows.
- Review, validate and enrich data extracted from capital account statements, quarterly reports and other private-fund documents and apply financial judgement to incomplete or unusual information.
- Reconcile fund, transaction, performance and portfolio-company information across different reporting periods and source documents.
- Work directly with customers to resolve questions, explain data and ensure that PriView accurately reflects their portfolios.
- Analyse private companies, funds and portfolios to uncover insights, validate assumptions and understand the drivers of performance and exposure.
- Test new features and data pipelines, document bugs and work closely with the technical team to diagnose and resolve issues, and improve internal onboarding and documentation processes.
- Contribute to customer reporting, product development and other strategic or operational projects as the business grows.
About You
You are likely to have between one and four years of relevant professional experience, although we care more about your capabilities, judgement and attitude than a particular career path. You may currently work in private-markets operations, fund administration, audit, transaction services, consulting, asset management, portfolio monitoring, investor relations or a financial-data or fintech business.
You will ideally have:
- Strong analytical and problem-solving skills and an intellectual curiosity of financial and company information.
- A good understanding of accounting and the ability to interpret financial statements, including income statements, balance sheets and cash-flow statements.
- An interest in private equity, venture capital and the way private investment portfolios are structured and reported.
- Strong Excel skills and confidence working with large, imperfect or inconsistently formatted datasets.
- Excellent written and verbal communication skills, including the confidence to work directly with sophisticated institutional investors.
- A high level of ownership and the ability to operate effectively in an early-stage environment.
Why Join Us
- Join a growing fintech company solving a significant and poorly served problem for private-markets investors.
- Work directly with the founders and have meaningful responsibility from the beginning.
- Gain exposure to leading family offices, asset managers, pension funds, foundations and other institutional investors.
- Develop experience across private markets, financial analysis, artificial intelligence, product development and customer operations.
- Help shape PriView’s product, operating processes and company culture as the business scales.
Private Markets Operations Associate in London employer: PriView
At PriView, we pride ourselves on being an exceptional employer that fosters a dynamic and collaborative work culture in the heart of London (Hammersmith). As a growing fintech company, we offer our employees meaningful responsibilities from day one, along with ample opportunities for professional growth and development in the exciting intersection of finance and technology. Join us to work closely with experienced founders and gain invaluable exposure to leading institutional investors while helping shape the future of private markets operations.
StudySmarter Expert Advice🤫
We think this is how you could land Private Markets Operations Associate in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like PriView. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from PriView.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like PriView. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Private Markets Operations Associate in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in PriView and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show PriView how you can be a team player!
How to prepare for a job interview at PriView
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with PriView.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with PriView's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
