Investment Associate - Private Equity Portfolio Management
Evergreen / Semi-Liquid Funds
Large Cap PE Fund - London
A leading global private markets manager with a long track record in private equity, secondaries, credit, and infrastructure, managing more than $200bn USD across a diversified platform and global team, is hiring an Investment Associate for its private equity evergreen portfolio management team.
This role will support portfolio management, strategy, investment analysis, cash flow modelling and investment committee materials for its open-ended semi-liquid fund structures.
Responsibilities include:
- Maintaining and updating cash flow and portfolio construction models to monitor performance, liquidity and operational metrics
- Preparing investment committee materials including portfolio composition analysis, deal allocation work and peer comparisons
- Producing periodic portfolio performance reports covering monitoring, risk, allocation and market insights
- Supporting projects linked to fund launches, investment activity and investor due diligence
- Working closely with internal teams across treasury, reporting, tax, compliance and investor relations to support portfolio management activities
- Contributing to ad hoc strategic initiatives and policy related work as required
Requirements:
- 4-5 years of relevant experience in portfolio management, investment strategy or financial analysis
- Undergraduate degree in finance, economics, business or accounting
- Strong analytical skills with advanced Excel and financial modelling capability
- Understanding of private equity performance metrics, valuations and operational analysis
- Excellent written and verbal communication skills
- Ability to manage multiple workstreams and deliver to tight deadlines
- High attention to detail, proactive mindset and strong problem solving skills
- Collaborative team player with strong organisational ability and desire to learn
This is an opportunity to play a key role in the development and ongoing management of new evergreen and semi-liquid private equity portfolios within a highly collaborative investment platform.
