Private Equity Fund - Finance Value Creation

JR United Kingdom; London; On-site; GBP 150,000 - 200,000; Full time

Job summary

A leading private equity fund is seeking a Portfolio Value Creation Specialist in London to enhance financial performance across their portfolio. This role involves supporting both pre-investment and post-investment processes, requiring strong financial expertise and a collaborative approach with investment teams and portfolio leadership.

Benefits

Collaborative team environment

Direct interaction with investment professionals

Career acceleration in private equity operations

Qualifications

• 7–10 years' experience in Big 4 Transaction Services / Deal Advisory.
• Exposure to private equity clients or value creation initiatives.
• Willing to work on-site in London 4+ days/week.

Responsibilities

• Support financial due diligence and operational assessments during the investment process.
• Partner with portfolio company CFOs to identify financial value creation initiatives.
• Drive enhancements in management reporting and cash flow visibility.

Skills

Financial due diligence

Commercial judgment

Value creation initiatives

Operational assessments

Education

ACCA qualification

Job description

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Private Equity Fund - Finance Value Creation, london

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Client:

The Barton Partnership | B Corp

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

23.05.2025

Expiry Date:

07.07.2025

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Job Description:

Our client is seeking a high-calibre Portfolio Value Creation Specialist with deep financial expertise and a strong track record in transaction services to join their Portfolio Operations team. This dual-facing role supports both post-acquisition value creation initiatives and pre-investment transaction processes. The ideal candidate will bring rigorous financial due diligence experience, strong commercial judgment, and the ability to work hands-on with portfolio companies to unlock financial performance. This is a critical role interfacing with both investment teams and portfolio leadership to drive value across the deal lifecycle.

Key Responsibilities

Pre-Investment (Deal Support):

• Support financial due diligence and operational assessments during the investment process, working alongside investment professionals and external advisors.
• Evaluate target company finance functions, systems, and reporting maturity to identify opportunities and risks.
• Contribute to investment committee materials by articulating finance-related value creation levers and execution feasibility.
• Assist in integration planning, particularly around finance and reporting systems.

Post-Investment (Value Creation):

• Partner with portfolio company CFOs and finance teams to identify and execute financial value creation initiatives across budgeting, forecasting, working capital, and reporting.
• Lead post-close diagnostics to define financial improvement priorities and 100-day action plans.
• Drive enhancements in management reporting, cash flow visibility, and performance tracking.
• Support ERP and financial systems upgrades to enable scalability and control.
• Evaluate and improve finance function capabilities, including team structure, process effectiveness, and KPIs

What We're Looking For:

• 7–10 years' experience, ideally starting in Big 4 Transaction Services / Deal Advisory
• Exposure to private equity clients or value creation initiatives
• Deal team professionals interested into pivoting into a value creation
• ACCA-qualified or similar is a plus
• Willing to work on-site in London 4+ days/week

Why This Role:

• Be part of a high-performing and collaborative team
• Work directly with investment professionals and leadership
• Shape outcomes across a diverse and growing portfolio
• Accelerate your career in private equity operations