Portfolio Analyst - Private Equity

JSS Search • Full-time • London Area, GB • 2w ago

JSS Financial Services are partnered with a leading mid-market private equity firm on the search for a Portfolio Analyst.

Role Highlights:

Portfolio Reporting:

Work in a close team to gather portfolio company financial data, reach out to key stakeholders (e.g Deal teams, portfolio company finance teams), understand the main performance drivers and ensure high quality reporting.
Prepare monthly portfolio performance reporting packs for senior leadership.
Utilise our portfolio reporting systems and tools to identify data gaps, work with the relevant teams to ensure this are remedied in a timely manner.
Prepare quarterly investor reporting and associated outputs after quarterly valuations are signed off.
Answer investor and Investor relations queries in relation to portfolio company financial data.
Contribute towards improving supporting files and workflows.
Assist the team with any ad-hoc requests as required to ensure smooth functioning of the team’s tasks which often involves collaboration with other teams

Valuations:

Assist with the quarterly valuations process, gathering the necessary data, understand the main drivers of performance and corroborating support for the portfolio companies
Prepare trading and transaction comparable multiples for portfolio companies.
Take minutes during the Quarterly Valuations Committee.
Managing and liaising with auditors during annual audit of valuations.

Ideal Candidate:

Strong academics and degree qualified
Background in either valuations or financial analysis (e.g. corporate finance, transaction services, FP&A).
Ideally completed, or studying towards, a professional qualification (e.g. ACA, CFA).
Interested in Private Equity, Valuation, Market analysis, and current affairs.
Confident in communication, with credibility around senior people
A proactive and hardworking approach, able to cope with very busy periods at certain times of the financial year.

What's on offer?