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- Tasks: Support fund monitoring, performance analysis, and reporting for a leading Private Equity firm.
- Company: Join a well-established investment firm with over $10 billion AUM and rapid growth potential.
- Benefits: Enjoy 25 days holiday, private healthcare, gym membership, and up to 40% bonus.
- Why this job: Great opportunity for career progression in a dynamic environment with a focus on data-driven insights.
- Qualifications: Strong Excel skills and analytical mindset; experience in financial services is a plus.
- Other info: Ideal for ambitious graduates looking to make an impact in London and globally.
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 Analysts 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 within their firms.
✨Tip Number 4
Prepare to discuss your analytical approach to problem-solving. Be ready to share examples of how you've used data to drive decisions or improvements in previous roles, as this aligns closely 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 relevant experience in data analysis and Excel proficiency. Emphasise any previous roles or projects that demonstrate your analytical skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the private equity sector. Mention specific reasons why you want to work with this firm and how your background aligns with their needs.
Highlight Relevant Skills: In your application, clearly outline your skills in fund monitoring, performance analysis, and reporting. Use examples from your past experiences to illustrate how you have successfully applied these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Portfolio Analyst role.
How to prepare for a job interview at SRM Recruitment
✨Showcase Your Excel Skills
Since the role requires a 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 company is looking for someone who is analytical and detail-oriented. Prepare to discuss specific instances where your analytical skills made a difference, such as solving a complex problem or improving a process.
✨Understand Private Equity Basics
Even if you don't have extensive experience in private equity, having a solid understanding of its fundamentals will impress your interviewers. Brush up on key concepts and current trends in the industry to show your enthusiasm and commitment.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the firm's growth, culture, and expectations for the Portfolio Analyst role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
