Your Role
- Responsibility for the production of the investment performance reporting.
- Ensure that the financials are in line with the targets set at acquisition.
- Work closely with the Transaction team assisting on new deals as well as exits.
- Review of the portfolio companies financial reporting and tax structures.
- Assist with liquidity management and cash flow forecasting.
- Monitoring the funds compliance with sustainability reporting.
- Review financial models and involvement in deal specific projects.
Your Skills & Qualifications
- Be a recently qualified ACA with Investment Management funds audit experience and a strong interest in ESG.
- Have the ability to build good relationships with the Investee companies senior management teams.
- Be able to multi-task and enjoy a fast-paced environment.
They are looking to offer the successful candidate circa £65,000 + excellent benefits and bonus potential.
#J-18808-Ljbffr
Portfolio Analyst in London employer: Trace | Expert Accountancy & Finance Recruitment
Join a dynamic and growing FTSE-listed investment management firm in London, where you will be part of a collaborative team that values innovation and problem-solving. With a strong focus on employee development, this role offers opportunities for growth and the chance to work with cutting-edge technology in a hybrid work environment. Enjoy a supportive culture that encourages continuous learning and improvement, making it an ideal place for both recent graduates and those looking to advance their careers in data analysis.
Contact Details:
Trace | Expert Accountancy & Finance Recruitment Recruitment Team
