iLEVEL Portfolio Monitoring Associate

JR United Kingdom; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An exciting opportunity awaits at a London-based mid-market private equity fund, seeking a senior associate to lead portfolio monitoring. This role integrates asset-level data with top-level reporting, requiring a blend of financial acumen and analytical skills. Ideal candidates will have a strong background in consulting, audit, or corporate finance, along with experience in using iLEVEL software. Join a dynamic team and contribute to strategic decision-making while driving innovative reporting solutions in a tech-driven environment.

Qualifications

• 4-6 years of experience in portfolio monitoring or reporting.
• Strong analytical skills and attention to detail.

Responsibilities

• Lead the full end-to-end reporting process across portfolio companies.
• Develop and scale a tech-driven, automated reporting function.

Skills

Analytical Skills

Interpersonal Skills

Attention to Detail

Financial Acumen

Education

Bachelor's Degree

Master's Degree

Tools

iLEVEL

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Finatal

Location:

london, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

08.05.2025

Expiry Date:

22.06.2025

col-wide

Job Description:

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.