ER:39086 - Portfolio Management - Private Equity

Excellence in analysis of financial data. An analytical mind is very important;

• Strong stakeholder management and inter-personal skills as they will deal with our investment team, as well as portfolio CFOs and FCs;
• Self-starter, creative and commercial thinking;
• Excellent MS Excel modelling and MS PowerPoint skills
• A strong academic background. The successful candidate will likely have an ACA or CIMA accounting qualification, or, have made steps towards receiving other relevant qualifications (CFA, etc.).
• Experience in a portfolio reporting team for a P/E house or fund manager preferred but not essential.
• Demonstrable experience in providing Transaction Services due diligence and/or Corporate Finance support an advantage.

​The Role

• Driving the reporting to provide quality MI and analysis on the portfolio, including: performance of the borrowers, reporting trends and assessing the overall health of the portfolio and providing commercial recommendations (including short term waivers and amendments to milestones)
• Establishing reporting framework requirements for new portfolio companies and ensuring a seamless transition into the portfolio
• Overseeing amendments to loans and onboarding / accession of new assets into active loans
• Liaising with deal executives on an ongoing basis to ensure monthly financial and KPI data is relevant and in line with budget
• Ensuring the data that is submitted is accurate and is consistent with management accounts, board packs and other documents provided by management teams
• Maintaining and managing the portfolio monitoring system (eFront), which is the software platform used to automate the production of monthly reports and analyses
• Providing financial analysis and support to ad hoc value enhancement projects
• Implementation of automated diary system to monitor key loan metrics / milestones