Asset Management Analyst

Jobtailor; Greater London; On-site; GBP 70,000 - 100,000; Full time

Job summary

Jobtailor in London seeks a qualified analyst to drive portfolio analytics and value-creation initiatives. You will assess performance, build models, forecast outcomes, and analyze investments to support strategic decisions.

You will monitor KPIs across portfolio companies, back acquisitions, perform due diligence, and prepare materials for boards and committees, collaborating with senior leaders and portfolio teams.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting, Mathematics or a related discipline.
• 2-4 years' post-graduate experience within Private Equity, Investment Banking, Transaction Services, Strategy Consulting, Asset Management, or Big Four Deals Advisory.
• Strong financial modelling and analytical skills.

Responsibilities

• Analyse portfolio company performance and identify value creation opportunities.
• Build financial models, forecasts, and investment analysis to support strategic decisions.
• Monitor financial and operational KPIs across portfolio businesses.
• Support acquisitions, due diligence, integrations, and transformation initiatives.
• Prepare board papers, investment committee materials, and investor reporting.
• Conduct market, sector, and competitor research to inform investment decisions.
• Partner closely with portfolio management teams and senior leaders across the Group.

Skills

Financial Modelling

Analytical Skills

Stakeholder Management

Communication

Problem-Solving

Data Analysis

Education

Bachelor's degree in Finance, Economics, Business, Accounting

MBA

Job description

• Analyse portfolio company performance and identify value creation opportunities
• Build financial models, forecasts, and investment analysis to support strategic decisions
• Monitor financial and operational KPIs across portfolio businesses
• Support acquisitions, due diligence, integrations, and transformation initiatives
• Prepare board papers, investment committee materials, and investor reporting
• Conduct market, sector, and competitor research to inform investment decisions
• Partner closely with portfolio management teams and senior leaders across the Group

Requirements

• Bachelor's degree in Finance, Economics, Business, Accounting, Mathematics, or a related discipline
• 2-4 years' post-graduate experience within Private Equity, Investment Banking, Transaction Services, Strategy Consulting, Asset Management, or Big Four Deals Advisory
• Strong financial modelling and analytical skills
• Comfortable working with complex data and translating insights into commercial recommendations
• Excellent communication and stakeholder management capabilities
• Desirable: MBA from a leading business school
• Desirable: CFA, ACA, ACCA, CIMA, or equivalent qualification
• Desirable: Exposure to portfolio management, principal investing, M&A, or value creation programmes

Core Competencies

Demonstrates strong financial modelling and analytical skills to support strategic investment decisions, while effectively managing stakeholder communications and collaborating with portfolio management teams. Familiarity with private equity, M&A, and value creation initiatives is essential.

Highest-signal resume keywords

• Financial Modelling
• Analytical Skills
• Stakeholder Management
• Private Equity Experience
• Investment Analysis

Hard Skills

• Financial Modelling
• Investment Analysis
• Forecasting
• KPI Monitoring
• Market Research
• Data Analysis

Soft Skills

• Communication
• Collaboration
• Problem-Solving

Certifications & Qualifications

• CFA
• ACA
• ACCA
• CIMA
• MBA

Industry Keywords

• Private Equity
• Investment Banking
• Transaction Services
• Strategy Consulting
• Asset Management
• M&A
• Value Creation