Head of Portfolio Data and Analytics, Specialist Private Equity Investor, London, UK

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

Job summary

Join a forward-thinking private equity investor as the Head of Portfolio Data and Analytics. This pivotal role offers the chance to lead the enhancement of data and analytics functions, driving better business decisions across portfolio management and fundraising. Collaborate with senior management and an established team to implement innovative automation and visualization tools, while mentoring junior members. If you're passionate about leveraging data to create value and thrive in a dynamic environment, this is the opportunity for you.

Qualifications

• 10-15 years of experience in portfolio analytics and data management.
• Strong understanding of private markets and valuation processes.

Responsibilities

• Lead development of data infrastructure and automate processes for investment teams.
• Design dashboards and oversee financial performance analysis for portfolio companies.

Skills

Data Analysis

Financial Performance Analysis

Automation Tools

Stakeholder Management

Communication Skills

Education

Relevant Accounting Qualification

Portfolio Management Qualification

Tools

Power BI

Job description

Reference: 14310 New
Head of Portfolio Data and Analytics, Specialist Private Equity Investor, London, UK

PER has partnered with a global private equity investor which is looking to bring on a Head of Portfolio Data and Analytics to join them through an exciting period of growth. This is a great opportunity to play a key role in leading the development and growth of the internal data and analytics function as the business looks to enhance its use of visualisation, automation, technology and data at an asset and fund level.

Head of Portfolio Data and Analytics, Specialist Private Equity Investor, London, UK

Finance

Accounting & Tax

Data Management

UK

10 - 15 years

About our client

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

What the job involves

• Design and oversee regular reporting and financial performance analysis for portfolio companies
• Create dashboards for investors and international investment committees
• Analyze financial data for portfolio companies, including growth rates, industry trends, and economic factors
• Support the maintenance and review of portfolio company valuations
• Develop internal data infrastructure and automate processes for the investment and investor relations teams
• Standardise data collection and processes with portfolio companies
• Lead the development of real-time data inflows across the portfolio
• Analyze operational data to identify areas for value creation
• Prepare portfolio analytics and insights for fundraising and investor communication
• Evaluate and potentially implement machine learning models for predictive analytics
• Lead and develop the team to ensure best practices
• Train and mentor junior team members on processes, data analytics, and automation tools
• Build 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 visualisation tools (e.g., Power BI)
• Experience in designing portfolio analytics processes and controls
• Solid understanding of data modelling concepts and best practices
• Experience managing and leading a team
• Excellent business partnering and stakeholder management skills
• Strong written and verbal communication skills