Portfolio Monitoring, Private Equity - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

With over £40bn AUM, this is one of London's most successful Private Equity firms. You would be joining a specialist Portfolio Monitoring team that sits in Finance.

You will be reporting and analysing the health and performance of their portfolio companiesin what is an interesting and highly analytical role.

A fully qualified accountant is sought together with experience ideally within FP&A.

The Role:

Portfolio Planning and Analysis

Reviewing and approving portfolio company data submissions
Ability to effectively communicate and build strong relationships with portfolio company finance teams
Assisting to provide valuable consolidated analysis and insight on results, underlying information, trends, information and their impacts on portfolio companies, Fund(s) and Firm
Helping to 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 ):

Being a highly competent sponsor and "super user", helping to manage the system on an on-going basis, developing custom reports and additional data capture architecture as required to fulfil business needs
Providing advice and assistance to other users aimed at ensuring effective and consistent usage

Requirements:

You must be a fully qualified accountant (ACA, ACCA, CIMA)
Experience working in Financial Services
Your background could include working within an FP&A role, from Transaction Services or from a similar role in the industry