Head of Data Analytics - PER, Private Equity Recruitment

PER, Private Equity Recruitment; London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Join a dynamic and innovative private equity firm as the Head of Portfolio Data and Analytics. This role is pivotal in shaping the future of portfolio management through advanced technology, automation, and data visualization. You'll collaborate with senior management and lead an established team to enhance decision-making processes across the investment lifecycle. Your expertise in financial analysis and stakeholder management will be crucial in driving value creation and fostering strong relationships. This is an exciting opportunity to make a significant impact in a growing organization that values your insights and leadership.

Qualifications

• Experience in portfolio analytics and financial performance analysis.
• Strong understanding of private markets and data modeling concepts.

Responsibilities

• Design regular reporting and financial performance analysis for portfolio companies.
• Lead development of real-time data inflows across the portfolio.

Skills

Portfolio Management

Data Analytics

Automation Tools

Financial Analysis

Stakeholder Management

Education

Relevant Accounting Qualification

Portfolio Management Qualification

Tools

Power BI

Job description

Job Description

When you click apply, you will be redirected to the company’s website. Please ensure you have completed the company’s application process on their platform to fully apply.

About our client

This is an exciting growth opportunity to join a specialist private equity investor through a period of growth. As Head of Portfolio Data and Analytics, you will play a key role in the development of technology, automation, visualisation, and portfolio analysis to drive better business decisions across portfolio management, transactions, and fundraising. The role will partner with senior management and work closely with heads of business units to lead the development and improvement of automation and visualisation across the fund and investment lifecycle. The role will lead an established team and partner with senior international stakeholders.

What the job involves

1. Design and oversee regular reporting and financial performance analysis for portfolio companies.
2. Create dashboards for investors and international investment committees.
3. Analyse financial data for portfolio companies, including growth rates, industry trends, and international economic factors.
4. Support the maintenance and review of portfolio company valuations.
5. Develop internal data infrastructure and utilize automation for the investment and investor relations teams.
6. Standardise data collection and processes with portfolio companies.
7. Lead the development of real-time data inflows across the portfolio.
8. Analyse operational data to identify areas for value creation.
9. Prepare portfolio analytics and insights for fundraising or investor communication.
10. Evaluate and potentially implement machine learning models for predictive analytics.
11. Lead and develop the established team to ensure best practices.
12. Train and mentor junior team members on processes, data analytics, and automation tools.
13. Develop strong relationships with internal and external stakeholders.

Who we are looking for

• Relevant accounting or portfolio management qualification for portfolio analytics.
• Strong understanding of private markets portfolio monitoring and valuations.
• Proficiency with automation and visualization tools (e.g., Power BI).
• Experience in designing portfolio analytics processes and controls.
• Solid understanding of data modelling concepts and best practices.
• Experience in managing and leading a team.
• Excellent business partnering and stakeholder management skills.
• Strong written and verbal communication skills.

You will be redirected to the company’s website – you must complete the application on their platform to apply.