At a Glance
- Tasks: Oversee portfolio monitoring, valuations, and LP reporting while driving data insights.
- Company: Established London-based secondaries firm with a focus on private equity.
- Benefits: Competitive salary, growth opportunities, and direct influence on investment strategy.
- Other info: Join a high-calibre team with exposure to senior decision-making.
- Why this job: Make a real impact in a dynamic role that shapes the future of investments.
- Qualifications: 3-8 years in portfolio monitoring or private markets analytics; strong data quality skills.
The predicted salary is between 60000 - 80000 £ per year.
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 — covering everything from valuation oversight and LP reporting through to data systems and analytical insight.
What You'll Be Doing
- Oversee the portfolio monitoring process, ensuring accuracy across valuations and cash flows
- Lead internal valuations and provisions processes
- Take first review of monthly and quarterly LP reports, plus ad-hoc IR requests
- Be the analytical focal point for portfolio insight and key business events
- Work with external auditors to ensure portfolio data is correctly captured
- Support the implementation and optimisation of data management systems
- Review and validate the work of junior team members
- Spot opportunities to improve how things work and help implement them
What We're Looking For
- 3–8 years of relevant experience in portfolio monitoring, fund reporting or private markets analytics
- Strong grasp of Private Equity fundamentals — secondaries experience a plus
- A meticulous eye for data quality, with the ability to spot knock-on impacts across processes
- Confident communicator across internal teams and external counterparties
- Proactive and growth-oriented, with genuine curiosity for markets and analytics
Why It's Worth a Look
- Real ownership — your work directly influences investment strategy, not just supports it
- Genuine breadth across monitoring, reporting, analytics and data infrastructure
- Exposure to senior decision-making in a lean, high-calibre team
- A chance to shape the function as the firm continues to scale
Portfolio Monitoring - Associate (Private Equity) in London employer: SRM Recruitment
Join a dynamic and well-established London-based secondaries firm that values your expertise in portfolio monitoring and analytics. With a strong emphasis on employee growth, you will have the opportunity to take ownership of your work, directly influencing investment strategies while collaborating with a high-calibre team. The company fosters a culture of innovation and continuous improvement, providing a supportive environment where your insights are valued and your career can flourish.
