At a Glance
- Tasks: Produce investment performance reports and assist with new deals and exits.
- Company: Specialist alternative investment firm focused on ESG and sustainability.
- Benefits: Competitive salary of £65,000 plus excellent benefits and bonus potential.
- Other info: Inclusive workplace committed to diversity and accessibility for all candidates.
- Why this job: Join a dynamic team making a real impact in sustainable investment.
- Qualifications: Recently qualified ACA with Investment Management audit experience and interest in ESG.
The predicted salary is between 65000 - 65000 € per year.
Our client is a specialist alternative investment firm focused on ESG and sustainability. They have a rare and exciting opportunity for a recently qualified ACA with Investment Management audit to join the Portfolio Analysis team.
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.
Unfortunately, my client cannot consider anyone that needs to be sponsored either now or in the future.
We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process.
At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.
Portfolio Analyst in London employer: Trace
Our client is an exceptional employer, offering a dynamic work environment that prioritises ESG and sustainability in the investment sector. With a strong commitment to employee growth, they provide excellent benefits and bonus potential, fostering a culture of inclusivity and respect where every team member can thrive. Located in a vibrant area, this role not only offers competitive remuneration but also the chance to make a meaningful impact in the world of alternative investments.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analyst in London
✨Network Like a Pro
Get out there and connect with people in the investment management space! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your ACA qualifications and any experience you have with ESG. Be ready to discuss specific examples of how you've tackled challenges in previous roles – this will show them you're the real deal!
✨Tailor Your Approach
Every company is different, so do your homework! Understand the firm’s values and how they align with your own, especially regarding sustainability. This will help you tailor your conversations and demonstrate that you’re genuinely interested in their mission.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Portfolio Analyst role! We’re reviewing applications as they come in, so the sooner you apply, the better your chances. Let’s get you that dream job!
We think you need these skills to ace Portfolio Analyst in London
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 experience in Investment Management audit, especially focusing on ESG and sustainability. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about ESG and how your background makes you a great fit for our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills:In your application, don’t forget to showcase your ability to multi-task and thrive in a fast-paced environment. Give examples of how you've managed multiple projects or worked under pressure – we want to know you can handle the heat!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands quickly. Plus, it shows us you’re serious about joining our awesome team!
How to prepare for a job interview at Trace
✨Know Your Numbers
As a Portfolio Analyst, you'll be dealing with financial performance reporting. Brush up on your financial metrics and be ready to discuss how you would ensure that the financials align with acquisition targets. This shows your understanding of the role and your analytical skills.
✨Show Your ESG Passion
Since the firm focuses on ESG and sustainability, make sure to highlight your interest in these areas. Prepare examples of how you've engaged with ESG principles in your previous roles or studies. This will demonstrate that you're not just qualified but also genuinely invested in their mission.
✨Build Rapport
You'll need to build good relationships with senior management teams at investee companies. Practice your interpersonal skills before the interview. Think of ways to connect with the interviewers, perhaps by discussing shared interests or experiences related to investment management.
✨Prepare for Fast-Paced Questions
Given the fast-paced environment mentioned in the job description, be ready for rapid-fire questions about your ability to multi-task. Have specific examples ready that showcase your time management skills and how you've successfully handled multiple projects simultaneously.
