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 lean, high-calibre team with exposure to senior decision-making.
- Why this job: Make a real impact in a dynamic role that shapes the firm's future.
- 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 - Senior Associate (Private Equity) in London employer: SRM Recruitment
Join a leading London-based secondaries firm that values your expertise and offers a dynamic work environment where your contributions directly shape investment strategies. With a strong focus on employee growth, you will have the opportunity to take ownership of your work, engage with senior decision-makers, and drive improvements in portfolio monitoring and analytics. Enjoy a collaborative culture that encourages innovation and provides exposure to diverse aspects of private equity.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Monitoring - Senior Associate (Private Equity) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the private equity space and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for interviews by brushing up on your portfolio monitoring knowledge. Be ready to discuss your experience with valuations and LP reporting, as well as how you've improved processes in the past. Show us you mean business!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings that match your skills in portfolio analytics and private equity. We want to see you thrive!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Let’s make sure they remember you for all the right reasons!
We think you need these skills to ace Portfolio Monitoring - Senior Associate (Private Equity) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the job description. Highlight your portfolio monitoring experience and any relevant private equity knowledge to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share your passion for analytics and how your previous roles have prepared you for this hands-on position in our Portfolio & Analytics team.
Showcase Your Analytical Skills:Since this role is all about data and insights, don’t forget to mention any tools or methodologies you’ve used in past roles. We love seeing how you’ve tackled complex problems and improved processes!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at SRM Recruitment
✨Know Your Numbers
Make sure you brush up on your understanding of portfolio monitoring and private equity fundamentals. Be ready to discuss specific metrics and how they impact valuations and cash flows. This will show that you’re not just familiar with the concepts, but that you can apply them practically.
✨Showcase Your Analytical Skills
Prepare examples of how you've used data analysis to drive insights in previous roles. Think about times when your analytical skills led to improved processes or better decision-making. This is key for a role that focuses on analytical insight and data management.
✨Communicate Clearly
Since this role involves liaising with internal teams and external auditors, practice articulating complex ideas simply and clearly. You might want to prepare a few scenarios where you had to communicate important information effectively, as this will demonstrate your confidence and communication skills.
✨Be Proactive and Curious
Demonstrate your proactive nature by discussing how you've identified opportunities for improvement in past roles. Show genuine curiosity about the firm’s operations and ask insightful questions during the interview. This will highlight your growth-oriented mindset and eagerness to contribute.
