At a Glance
- Tasks: Join a high-calibre team to analyse performance and drive impactful investor reporting.
- Company: Leading private markets organisation committed to diversity and inclusion.
- Benefits: Flexible working arrangements and ongoing professional development opportunities.
- Other info: Collaborative environment with a focus on accuracy and stakeholder engagement.
- Why this job: Transform complex data into actionable insights and grow within the buy-side sector.
- Qualifications: Degree level education with strong analytical skills and financial services experience.
The predicted salary is between 54000 - 66000 £ per year.
Performance and Analytics Associate - Private Equity
A leading private markets organisation is seeking a Performance and Analytics Associate to join their Private Equity division in London.
This role offers you the chance to become an integral part of a high-calibre team, where your analytical expertise and commitment to accuracy will directly impact investor reporting and performance measurement.
You will be empowered to drive platform analytics, contribute to client materials, and support strategic deliverables across multiple strategies and geographies.
The organisation is committed to fostering an inclusive environment, offering flexible working arrangements and ongoing professional development.
If you are passionate about transforming complex data into actionable insights, thrive in a collaborative setting, and value diversity and fairness, this opportunity provides a rare pathway for growth within the buy-side sector.
What you'll do
- Assist in the quarterly investor reporting process across Private Equity by preparing accurate reports covering multiple strategies and geographies.
- Prepare and maintain client-ready portfolio data to support regular client materials, investor due diligence, and business development efforts.
- Handle day-to-day performance and exposure analyses, ensuring data integrity and timely delivery of outputs for internal stakeholders as well as clients.
- Understand, reconcile, and load large unstructured datasets onto relevant systems while enhancing data models for improved analytics.
- Drive technology-led projects aimed at reducing manual processes within the team, collaborating closely with investment deal teams and operations teams for data gathering and analysis.
- Prepare responses to investor queries on portfolio topics by understanding industry performance metrics and supporting quarterly valuation processes.
- Manage workflow efficiently to ensure deadlines are met for all periodic and ad-hoc tasks related to reporting and analytics.
- Support the wider Private Equity valuation process including data collation, critical review, and reporting support for client operational due diligence visits.
- Work closely with administrators and fund accounting teams to ensure financial reporting is accurate, timely, and reflects relevant insight from the wider team.
- Adhere to regulatory requirements such as the FCA's Conduct Rules by maintaining high standards of personal conduct throughout all activities.
What you bring
- Educated to degree level (or equivalent) with a minimum 2:1 obtained; newly qualified chartered financial analyst or chartered accountant or equivalent financial qualification is highly desirable.
- Minimum four years' experience in the financial services sector with exposure to private equity preferred; strong grasp of commercial nature, accounting principles, and financial reporting requirements for these vehicles.
- Highly analytical mindset with proven ability to work with high volumes of numerical data - transforming information into actionable insights for decision making.
- Advanced IT literacy including expert knowledge of Excel for modelling purposes as well as proficiency in Power Point and Word for report preparation.
- Excellent report writing skills demonstrated by fluent command of business-level English suitable for drafting documents for internal/external audiences.
- Flexible attitude towards work profile; capable of handling significant volume of non-routine or unpredictable work demands while meeting tight deadlines.
- Outstanding interpersonal communication skills enabling you to build lasting relationships across businesses; manage stakeholder expectations effectively; collaborate within a team environment.
- Conscientious approach with exceptional attention to detail ensuring accuracy in all aspects of performance measurement and reporting activities.
- Calmness under pressure combined with high energy levels; able to remain effective during periods of intense activity or deadline-driven tasks.
- Commitment to diversity, inclusion, fairness and openness towards flexible working arrangements tailored around individual needs.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Performance and Analytics - Private Equity in London employer: Robert Walters Careers
Join a leading organisation in Walsall that values its employees and fosters a collaborative work culture. As a Group Financial Controller, you will benefit from competitive salary packages, opportunities for professional development, and the chance to make a significant impact on the company's financial strategy. With a commitment to compliance and efficiency, this role offers a rewarding environment where your expertise will be recognised and appreciated.
StudySmarter Expert Advice🤫
We think this is how you could land Performance and Analytics - Private Equity 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 Robert Walters Careers. 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 Robert Walters Careers.
✨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 Robert Walters Careers. 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 Performance and Analytics - Private Equity 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 Robert Walters Careers 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 Robert Walters Careers how you can be a team player!
How to prepare for a job interview at Robert Walters Careers
✨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 Robert Walters Careers.
✨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 Robert Walters Careers'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!
