Finance Analyst - Portfolio Monitoring

Goodman Masson; London; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading global Private Equity firm in London is seeking a Finance Analyst. This role provides an opportunity for a recently qualified accountant to gain exposure to the private equity lifecycle and collaborate across teams. Responsibilities include validating company valuations, presenting quarterly packs, and contributing to process enhancements. Ideal candidates possess strong academics, analytical skills, and a solid understanding of finance.

Qualifications

• Recently qualified accountant with up to 2 years PQE.
• Excellent interpersonal and communication skills.
• Strong analytical mindset with the ability to make recommendations.

Responsibilities

• Review and validate portfolio company valuations.
• Compile and present quarterly valuation packs.
• Support Investor Relations with portfolio insights.

Skills

Recently qualified accountant (ACA / ACCA / CIMA)

Strong academics (minimum 2:1 degree and solid A-Levels)

Excellent interpersonal and communication skills

Analytical mindset

Strong Excel or data analysis skills

Education

Minimum 2:1 degree

Tools

Business Intelligence tools

Job description

Goodman Masson are searching for a Finance Analyst to join a leading global Private Equity firm based in the West End. This is a fantastic opportunity for a recently qualified accountant to gain broad exposure across the private equity lifecycle, working closely with Front Office, Investor Relations and key stakeholders across the business.

The successful candidate will join a high-performing team responsible for investment monitoring and valuations, and will play a key role in delivering insight and supporting decision-making at senior levels. The firm offers a fast-paced, collaborative environment where innovation, ownership, and agility are actively encouraged.

The role will sit within the Portfolio Monitoring team, which plays a central role in the quarterly valuation process and delivers key insights across the investment portfolio. The team operates with a broad remit, offering excellent exposure across the business and a strong learning environment. It s a firm that genuinely invests in its people, with plenty of opportunity for progression for those who perform.

Please note: Unfortunately, the company is not able to offer visa sponsorship for this role.

Responsibilities:

• Reviewing and validating portfolio company valuations using financial data provided by external managers;
• Compiling and presenting quarterly valuation packs for internal governance meetings;
• Following new investments and ensuring relevant financial, structural and reporting considerations are appropriately addressed;
• Producing clear, concise performance analysis of the investment portfolio for senior leadership
• Collaborating with Investment and other teams to assess funding plans, exit timing, and underlying business performance;
• Providing support to Investor Relations by supplying portfolio insights to inform investor updates and fundraising materials;
• Working with multiple internal teams to contribute to process enhancements, operational development, and ad hoc project delivery.

Key Skills:

• Recently qualified accountant (ACA / ACCA / CIMA) up to 2 years PQE;
• Strong academics (minimum 2:1 degree and solid A-Levels);
• Excellent interpersonal and communication skills;
• Analytical mindset with the ability to form opinions and make recommendations;
• Comfortable managing multiple priorities and working in a fast-paced environment;
• Strong Excel or data analysis skills (e.g., Business Intelligence tools or process improvement);
• Desirable - exposure to investment valuation, debt or credit funds