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For Companies At a Glance
- Tasks: Support financial due diligence and drive value creation initiatives in a dynamic portfolio operations team.
- Company: Join a leading private equity firm focused on enhancing financial performance across diverse investments.
- Benefits: Enjoy a collaborative work environment and opportunities for career acceleration in private equity operations.
- Why this job: Make a real impact by working closely with investment professionals and shaping financial outcomes.
- Qualifications: 7-10 years of experience in transaction services, ideally with private equity exposure; ACCA qualification is a plus.
- Other info: On-site work in London required 4+ days a week.
The predicted salary is between 72000 - 108000 £ per year.
Our client is seeking a high-calibre Portfolio Value Creation Specialist with deep financial expertise and a strong track record in transaction services to join their Portfolio Operations team. This dual-facing role supports both post-acquisition value creation initiatives and pre-investment transaction processes. The ideal candidate will bring rigorous financial due diligence experience, strong commercial judgment, and the ability to work hands-on with portfolio companies to unlock financial performance. This is a critical role interfacing with both investment teams and portfolio leadership to drive value across the deal lifecycle.
Key Responsibilities
- Pre-Investment (Deal Support): Support financial due diligence and operational assessments during the investment process, working alongside investment professionals and external advisors. Evaluate target company finance functions, systems, and reporting maturity to identify opportunities and risks. Contribute to investment committee materials by articulating finance-related value creation levers and execution feasibility. Assist in integration planning, particularly around finance and reporting systems.
- Post-Investment (Value Creation): Partner with portfolio company CFOs and finance teams to identify and execute financial value creation initiatives across budgeting, forecasting, working capital, and reporting. Lead post-close diagnostics to define financial improvement priorities and 100-day action plans. Drive enhancements in management reporting, cash flow visibility, and performance tracking. Support ERP and financial systems upgrades to enable scalability and control. Evaluate and improve finance function capabilities, including team structure, process effectiveness, and KPIs.
What We're Looking For:
- 7–10 years' experience, ideally starting in Big 4 Transaction Services / Deal Advisory
- Exposure to private equity clients or value creation initiatives
- Deal team professionals interested in pivoting into a value creation role
- ACCA-qualified or similar is a plus
- Willing to work on-site in London 4+ days/week
Why This Role:
- Be part of a high-performing and collaborative team
- Work directly with investment professionals and leadership
- Shape outcomes across a diverse and growing portfolio
- Accelerate your career in private equity operations
Private Equity Fund - Finance Value Creation employer: The Barton Partnership
Contact Detail:
The Barton Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Equity Fund - Finance Value Creation
✨Tip Number 1
Network with professionals in the private equity space, especially those who have experience in transaction services. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in financial due diligence and value creation initiatives. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples from your past experiences where you've successfully driven financial performance improvements. Highlight your hands-on approach and ability to work collaboratively with finance teams.
✨Tip Number 4
Research the company’s portfolio and understand their investment strategies. Being able to articulate how you can add value to their existing companies will set you apart during discussions.
We think you need these skills to ace Private Equity Fund - Finance Value Creation
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial due diligence and transaction services. Emphasise any work with private equity clients or value creation initiatives, as this will resonate with the hiring team.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate your understanding of the role and how your background aligns with the key responsibilities. Mention specific examples of past successes in financial performance improvement and collaboration with finance teams.
Highlight Relevant Qualifications: If you are ACCA-qualified or have similar qualifications, make sure to mention this prominently. Discuss how your qualifications have equipped you with the skills necessary for the role, particularly in financial analysis and reporting.
Showcase Soft Skills: This role requires strong commercial judgment and the ability to work hands-on with portfolio companies. Use your application to demonstrate your interpersonal skills and ability to drive value across teams, perhaps through anecdotes from previous roles.
How to prepare for a job interview at The Barton Partnership
✨Showcase Your Financial Expertise
Make sure to highlight your deep financial expertise during the interview. Be prepared to discuss specific examples from your past experiences, particularly in transaction services and financial due diligence, as this will demonstrate your capability to handle the responsibilities of the role.
✨Understand the Value Creation Process
Familiarise yourself with both pre-investment and post-investment value creation processes. Be ready to articulate how you can contribute to financial improvement initiatives and integration planning, as well as how you would partner with portfolio company CFOs to drive performance.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your commercial judgment and problem-solving skills. Prepare to discuss how you would evaluate target company finance functions or lead post-close diagnostics, showcasing your analytical thinking and strategic approach.
✨Demonstrate Team Collaboration Skills
Since this role involves interfacing with investment teams and portfolio leadership, emphasise your ability to work collaboratively. Share examples of how you've successfully partnered with others in previous roles to achieve common goals, which will illustrate your fit within a high-performing team.
