Associate - Portfolio Monitoring

Marks Sattin; Greater London; Presencial; GBP 60 000 - 90 000; Tempo integral

Resumo da oferta

Marks Sattin is partnering with a leading global private markets investment firm to appoint a Portfolio Monitoring Associate. This high-visibility role sits at the intersection of Finance, Investments and Investor Relations, offering broad exposure across private equity, private credit and secondaries.

You will monitor portfolio performance, challenge valuations and deliver commercial insight to support strategic decisions.

Qualificações

• Experience in a Top 10 firm, private equity house or alt asset manager.
• Strong understanding of private equity or debt valuation methodologies.
• Experience using data analytics or BI to enhance reporting.

Responsabilidades

• Lead portfolio monitoring: valuations, cash flows and data integrity.
• Support quarterly valuation oversight and governance processes.
• Review investor reports, provide analysis for IR and senior stakeholders.
• Deliver portfolio analytics to support performance reviews.
• Collaborate with Investment, Finance and external providers for accurate reporting.

Conhecimentos

Stakeholder management

Valuation analytics

Financial modelling

Data analytics

Formação académica

Degree in Finance/Accounting/Economics

Ferramentas

Excel

BI tools

Valuation software

Descrição da oferta de emprego

We're partnering with a leading global private markets investment firm to appoint a Portfolio Monitoring Associate to its high-performing Finance function.

This highly visible role sits at the intersection of Finance, Investments, and Investor Relations, offering broad exposure across private equity, private credit, and secondaries. You'll play a key role in monitoring portfolio performance, challenging valuations, and delivering commercial insight to support strategic decision-making across the business.

Working closely with senior investment professionals and stakeholders across the platform, you'll gain exposure far beyond traditional fund reporting, contributing to investment analysis, portfolio governance and business-critical initiatives.

The Opportunity:

• Lead the portfolio monitoring process, ensuring the accuracy and integrity of investment valuations, cash flows and underlying portfolio data.
• Take ownership of valuation oversight, supporting quarterly valuation reviews and governance processes.
• Review monthly and quarterly investor reports, provide meaningful analysis, and respond to ad hoc requests from Investor Relations and senior stakeholders.
• Deliver portfolio analytics and commercial insight to support investment performance reviews and key business decisions.
• Partner with Investment, Finance and external service providers to ensure accurate reporting across a diverse portfolio of private market investments.
• Support the continued development of portfolio data, reporting infrastructure and technology platforms, helping to drive automation and process improvements.
• Mentor and review the work of junior team members, maintaining high standards across the function.
• Identify opportunities to improve reporting, governance and operational efficiency within a fast-growing investment platform.

Requirements:

• Experience gained within a Top 10 accountancy firm, private equity house or alternative asset manager.
• Exposure to private credit, direct lending or debt fund strategies would be highly advantageous.
• Proven ability to build relationships and influence senior stakeholders across Finance, Investments and wider business functions.
• Strong understanding of private equity and/or debt investment valuation methodologies and portfolio performance analysis.
• Experience using data analytics, business intelligence or technology to enhance reporting, automate processes and drive operational improvements.