Job Opportunity
Portfolio Monitoring – PE
London, UK
Job Summary
Build relationships with the portfolio business and analyse their financial health to aid commercial decision making. Fully qualified accountant. Prior experience, ideally from an FP&A role, within a commercial business.
Details
A wonderful opportunity to move into the lucrative world of Private Equity. Our client is a significant investor in tech across the UK and Europe. Due to continued growth, a new role has been created within its Portfolio Monitoring function, designed to build relationships with the portfolio business and analyse their financial health to aid commercial decision making. They are seeking a qualified accountant with an FP&A skills-set, interested in making the move into Private Equity.
Responsibilities:
Portfolio Planning and Analysis
* Review and approve portfolio company data submissions
* Effectively communicate and build strong relationships with portfolio company finance teams
* Assist in providing valuable consolidated analysis and insight on results, underlying information, trends, information and their impacts for their portfolio companies, Fund(s) and Firm
* Help monitor and review trading data to ensure it is realistic, in line with agreed strategic plans and expectations, and escalate any associated concerns as appropriate
* Additional project support to help drive reporting improvement projects
Portfolio Reporting System (iLEVEL)
* Be a highly competent sponsor and “super user”, helping manage the system on an on-going basis, developing custom reports and additional data capture architecture as required to fulfill business needs
* Provide advice and assistance to other users aimed at ensuring effective and consistent usage
Building effective relationships with internal teams and portfolio companies
* Assist to sense check and query information received to ensure high quality financial outputs
* Assist in embedding financial ownership and responsibility within portfolio companies through partnering with assistance from Executives and Operating Partners
* Challenge and focus the deal teams and management team on important trends by creating concise yet powerful reporting, aligned to team goals
Realisation Committee Reporting
* Assist with fund level analysis and projected outcomes based on investment performance
* Help provide Committee leaders with deeper understanding and insightful analysis of information and trends, and draw conclusions and make recommendations
* Participate where required at Realisation Committee and other Partner meetings
Client (investor) Reporting
* Assistance with the preparation of financial information for investor reports, fundraising and AGM materials
* Ad-hoc portfolio company performance data as required by investors
Other Responsibilities
* Supervision of qualified financial accountant who will support you in this role
* Assist with continued systems implementations and upgrades
Requirements:
* Fully qualified accountant
* Prior experience, ideally from an FP&A role, within a commercial business. Prior experience in Private Equity is not required
* Excellent all-round communication skills
* Very good Excel skills
* Prior experience with financial modelling would be advantageous
Click here for details on this job
- Job Reference #: DRPM85_1653491662
- Compensation: £ 100,000
- Min Experience: None