iLEVEL Portfolio Monitoring Associate

Finatal; Greater London; On-site; GBP 50,000 - 80,000; Full time

Job summary

An exciting opportunity awaits at a leading mid-market private equity fund in London, seeking a talented Portfolio Monitoring Associate. This role offers the chance to bridge data analysis with strategic reporting, providing insights that drive key investment decisions. Ideal candidates will have a strong background in consulting or corporate finance, along with a passion for technology and data. Join a dynamic team that values innovation and analytical thinking, and play a pivotal role in shaping the future of portfolio management. If you're ready to make an impact in the finance sector, this position is perfect for you.

Qualifications

• 4-6 years of experience in portfolio monitoring or reporting.
• Experience in advisory, consulting, or private fund level roles.

Responsibilities

• Lead the end-to-end reporting process for portfolio companies.
• Build dashboards and analytical tools using iLEVEL.

Skills

Analytical Skills

Financial Acumen

Interpersonal Skills

Attention to Detail

Data Curiosity

Education

Bachelor's Degree

Relevant Certifications

Tools

iLEVEL

Job description

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iLEVEL Portfolio Monitoring Associate - Mid-Market Private Equity Fund

Location: London

Reference: MS13281

The Opportunity

An exciting and sought after London-based mid-market private equity fund is seeking a senior associate to lead portfolio monitoring. This role bridges asset-level data and top-level reporting, financial acumen, and an analytical mindset. Ideal for someone from consulting, audit or corporate finance with a passion for tech and data and experience using iLEVEL software.

Responsibilities:

• Own the full end-to-end reporting process across all portfolio companies.
• Using iLEVEL build dashboards and analytical tools.
• Develop and scale a tech-driven, automated reporting function.
• Provide analysis, trends, and insights to support portfolio and investment committees.
• Reconcile and integrate top-down and bottom-up financial data.
• Act as a strategic business partner to senior leadership and the wider portfolio.
• Collaborate with finance teams and partners to access and validate data.
• Identify and implement process improvements, including macros or similar tools.
• Ensure effective communication, time management, and cross-functional collaboration.

Requirements:

• Experience in a portfolio monitoring/reporting role, from advisory, consulting or private fund level.
• 4-6 years of experience
• Experience of iLEVEL is essential
• Must be highly analytical with a strong attention to detail and natural curiosity around data.
• Strong interpersonal skills

Please only apply if you meet the above criteria.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Venture Capital and Private Equity Principals

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