At a Glance
- Tasks: Produce investment performance reports and assist with new deals and exits.
- Company: Dynamic investment firm focused on sustainability and growth.
- Benefits: Competitive salary, excellent benefits, and bonus potential.
- Other info: Build relationships with senior management teams and enjoy career growth opportunities.
- Why this job: Join a fast-paced environment and make an impact in investment management.
- Qualifications: Recently qualified ACA with investment management audit experience and interest in ESG.
The predicted salary is between 65000 - 65000 £ per year.
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.
Portfolio Analyst employer: Trace | Expert Accountancy & Finance Recruitment
As a Portfolio Analyst at our firm, you will thrive in a dynamic and supportive work culture that prioritises employee growth and development. We offer competitive salaries, excellent benefits, and a strong focus on sustainability, making us an ideal employer for those passionate about investment management and ESG initiatives. Join us in a collaborative environment where your contributions directly impact our success and the future of our portfolio companies.
Contact Details:
Trace | Expert Accountancy & Finance Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of ESG and financial reporting. Be ready to discuss how your skills align with the role of a Portfolio Analyst and show off your passion for sustainability in finance.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that resonate with your values. Use our website to find roles that match your interests, especially those that highlight investment performance and compliance with sustainability reporting.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Analyst role. Highlight your ACA qualification and any relevant investment management experience. We want to see how your skills align with the responsibilities mentioned in the job description.
Showcase Your Skills:In your cover letter, emphasise your ability to build relationships with senior management teams and your interest in ESG. We love candidates who can demonstrate their passion for sustainability and financial performance!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate a well-structured application that gets straight to the heart of your qualifications.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Trace | Expert Accountancy & Finance Recruitment
✨Know Your Numbers
As a Portfolio Analyst, you'll be dealing with financial reporting and performance metrics. Brush up on key financial concepts and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with the numbers but can also interpret and analyse them effectively.
✨Show Your ESG Passion
Since the role involves monitoring sustainability reporting, make sure to highlight your interest and knowledge in ESG (Environmental, Social, and Governance) factors. Prepare examples of how you've engaged with ESG initiatives or how you see them impacting investment decisions.
✨Build Rapport with Examples
The ability to build relationships is crucial. Think of specific instances where you've successfully collaborated with senior management teams or stakeholders. Sharing these stories will demonstrate your interpersonal skills and how you can contribute to their team dynamics.
✨Prepare for Fast-Paced Scenarios
This role requires multi-tasking in a fast-paced environment. Be ready to discuss how you've managed multiple projects simultaneously. Use examples that showcase your organisational skills and ability to prioritise tasks under pressure.
