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

PER, Private Equity Recruitment; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

Join a leading specialist private equity investor as the Head of Portfolio Data and Analytics. This pivotal role involves developing technology and automation tools to enhance decision-making across portfolio management and fundraising. You will collaborate with senior management and lead a talented team, driving innovation in data infrastructure and analytics. The position offers a unique opportunity to shape the future of portfolio analytics in a dynamic environment, where your expertise will directly impact investment strategies and stakeholder engagement. If you are passionate about data and analytics and ready to take on a leadership role, this is the perfect opportunity for you.

Qualifications

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

Responsibilities

• Design and oversee reporting and financial performance analysis.
• Lead development of automation and visualization tools.
• Train and mentor junior team members on analytics processes.

Skills

Portfolio Management

Financial Analysis

Data Analytics

Automation Tools

Stakeholder Management

Communication Skills

Education

Accounting Qualification

Portfolio Management Qualification

Tools

Power BI

Job description

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

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 during a period of expansion. As Head of Portfolio Data and Analytics, you will play a key role in developing technology, automation, visualization, and portfolio analysis to enhance decision-making 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 visualization tools throughout the fund and investment lifecycle. You will lead an established team and collaborate with 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
• Conduct financial analysis of portfolio companies, including growth rates, industry trends, and international economic factors
• Support the maintenance and review of portfolio company valuations
• Develop internal data infrastructure and leverage automation for investment and investor relations teams
• Standardize 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 visualization tools (e.g., Power BI)
• Experience in designing portfolio analytics processes and controls
• Solid understanding of data modeling concepts and best practices
• Experience 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.

We are the leading retained search and recruitment specialists for private markets professionals. We work across various investment strategies and in-house functions.

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