Portfolio Associate, Leading Global Investment Firm, London, UK Portfolio Associate, Leading Global Investment  …

PER, Private Equity Recruitment
in London, United Kingdom
Permanent, Full time
Last application, 26 Oct 20
Competitive
PER, Private Equity Recruitment
in London, United Kingdom
Permanent, Full time
Last application, 26 Oct 20
Competitive
PER, Private Equity Recruitment
Portfolio Associate, Leading Global Investment Firm, London, UK

REFERENCE:
8707 /31C

Our client is a leading global private markets investment firm with over 30 years of experience investing through a range of different investment opportunities including private equity, secondary investments and direct co-investments. This is a specialised hybrid role that is fully integrated into the Investment Operations team and will support on a wide range of activities including fundraising, client services and investment monitoring operations.
RESPONSIBILITIES:
  • Prepare, maintain and present marketing materials for fundraising activities and fund updates for existing clients
  • Respond to fundraising and marketing related queries and requests
  • Liaise with Product Specialists, Accounting, Legal, Client Service and Investor Relations teams
  • Analyse fund capacity, reserves, investment allocation and performance
  • Assist with preparation of fund letters and quarterly reports for investors
  • Develop and maintain fund cash flow modelling
  • Manage separate accounts, including portfolio updates, data room management and various client communications
YOUR PROFILE:
  • Experience in accounting, consultancy, portfolio monitoring, transaction services or private equity
  • A strong academic background in a relevant degree
  • Very strong technical ability, attention to detail and accuracy
  • Advanced level of Excel, Word and Powerpoint
  • Strong stakeholder management and interpersonal skills


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