A well-established London-based secondaries firm is looking to bring an experienced portfolio professional into their Portfolio & Analytics team. It's a broad, hands-on role that sits at the centre of the business β covering everything from valuation oversight and LP reporting through to data systems and analytical insight.
What You'll Be Doing
β’ Oversee the portfolio monitoring process, ensuring accuracy across valuations and cash flows
β’ Lead internal valuations and provisions processes
β’ Take first review of monthly and quarterly LP reports, plus ad-hoc IR requests
β’ Be the analytical focal point for portfolio insight and key business events
β’ Work with external auditors to ensure portfolio data is correctly captured
β’ Support the implementation and optimisation of data management systems
β’ Review and validate the work of junior team members
β’ Spot opportunities to improve how things work and help implement them
What We're Looking For
β’ 3β8 years of relevant experience in portfolio monitoring, fund reporting or private markets analytics
β’ Strong grasp of Private Equity fundamentals β secondaries experience a plus
β’ A meticulous eye for data quality, with the ability to spot knock-on impacts across processes
β’ Confident communicator across internal teams and external counterparties
β’ Proactive and growth-oriented, with genuine curiosity for markets and analytics
Why It's Worth a Look
β’ Real ownership β your work directly influences investment strategy, not just supports it
β’ Genuine breadth across monitoring, reporting, analytics and data infrastructure
β’ Exposure to senior decision-making in a lean, high-calibre team
β’ A chance to shape the function as the firm continues to scale