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For Companies At a Glance
- Tasks: Support fund monitoring, performance analysis, and reporting while collaborating with stakeholders.
- Company: Join a leading Private Equity firm managing over $10 billion in assets.
- Benefits: Enjoy up to 40% bonus, 25 days holiday, private healthcare, and gym membership.
- Why this job: Great opportunity for career growth in a dynamic environment with a focus on data-driven insights.
- Qualifications: Strong Excel skills and data analysis experience; interest in private equity is a plus.
- Other info: Ideal for recent graduates looking to make an impact in financial services.
The predicted salary is between 36000 - 60000 £ per year.
SRM Recruitment are currently supporting a well-established Private Equity investment firm with over $10 billion AUM, in their search for 2 high calibre Portfolio Analyst’s at Associate level. They operate in a high-growth niche in the market, meaning they can offer fantastic progression to candidates as they continue to grow rapidly.
The Role
You’ll play a key role in supporting the ongoing monitoring and analysis of fund investments, working closely with internal stakeholders and external investors. This is a fantastic opportunity for anyone 1-2 years’ post-university that has a strong Excel and data analysis background and who is ambitious to progress their career in London and globally.
Key responsibilities include:
- Fund and portfolio monitoring, including valuations
- Performance analysis and portfolio-level insights
- Monthly, quarterly, and ad-hoc reporting
- Supporting investor relations with data-driven insights
- Driving systems and process improvements to enhance reporting and analysis capability
This team is central to the firm’s commitment to building a best-in-class portfolio function, with plenty of room to grow and develop.
Who We're Looking For:
- Highly proficient in Excel and data analysis
- Analytical, detail-oriented, and proactive
- Interested in private equity
- Experienced in financial services or asset management environments (not essential, but helpful)
Package & Benefits
- Bonus: Up to 40%
- Benefits: 25 days holiday, pension scheme, private healthcare, gym membership and insurance cover
Portfolio Analyst employer: SRM Recruitment
Contact Detail:
SRM Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Familiarise yourself with the private equity landscape. Understanding the key players, trends, and challenges in the industry will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the field.
✨Tip Number 2
Brush up on your Excel skills, especially advanced functions and data analysis techniques. Being able to showcase your proficiency in Excel during practical assessments or discussions can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the private equity sector. Attend industry events, webinars, or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 4
Prepare to discuss your analytical experiences in detail. Be ready to share specific examples of how you've used data analysis to drive insights or improvements in previous roles, as this will resonate well with the responsibilities of a Portfolio Analyst.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Excel and data analysis skills prominently. Include any relevant experience in financial services or asset management, even if it's not extensive.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the private equity sector and how your analytical skills can contribute to the firm's success. Mention specific examples of your past work that demonstrate your capabilities.
Highlight Relevant Experience: If you have any internships or projects related to fund monitoring or performance analysis, be sure to include these in your application. Detail your role and the impact of your contributions.
Showcase Your Ambition: Convey your ambition to grow within the company and the industry. Discuss your long-term career goals and how this position aligns with them, demonstrating your commitment to the role.
How to prepare for a job interview at SRM Recruitment
✨Showcase Your Excel Skills
Since the role requires high proficiency in Excel, be prepared to discuss your experience with it. Bring examples of how you've used Excel for data analysis or reporting in previous roles or projects.
✨Demonstrate Analytical Thinking
The firm is looking for detail-oriented candidates. During the interview, highlight specific instances where your analytical skills led to successful outcomes. Use metrics or results to back up your claims.
✨Understand Private Equity Fundamentals
Familiarise yourself with the basics of private equity and current market trends. Being able to discuss these topics will show your genuine interest in the field and help you stand out as a candidate.
✨Prepare Questions for Investor Relations
Since the role involves supporting investor relations, prepare insightful questions about how the firm engages with its investors. This shows your proactive approach and interest in contributing to the team’s success.
