Portfolio Analyst - Private Equity

Elevate Partners; Greater London; On-site; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Portfolio Analyst to join their private equity team in London. This role involves analyzing diverse investment strategies and engaging with senior leadership on performance trends. The ideal candidate will have 2-3 years of relevant experience in finance, strong analytical skills, and proficiency in financial modeling. This is a fantastic opportunity to contribute to impactful investment decisions while working in a dynamic environment that values innovation and collaboration.

Qualifications

• 2-3 years in private equity, asset management, or investment banking.
• Strong financial acumen and ability to analyze financial reports.

Responsibilities

• Track and analyze portfolio company performance throughout the investment cycle.
• Prepare financial valuations and collaborate with deal teams.

Skills

Financial Analysis

DCF Modeling

LBO Modeling

Communication Skills

Multi-tasking

Education

Bachelor's Degree in Finance or related field

Relevant Certifications (CFA, etc.)

Job description

Direct message the job poster from Elevate Partners

We are partnering with a prestigious London-based asset manager to recruit a Portfolio Analyst for their private equity team. This role offers the opportunity to work across diverse investment strategies, including climate, infrastructure, and technology.

Duties:

• Track and analyse portfolio company performance through the investment cycle.
• Prepare monthly/quarterly portfolio company valuations using DCF analysis.
• Collaborate with the deal team on financial and strategic initiatives within portfolio companies.
• Engage in ongoing dialogue with senior leadership of portfolio companies on performance trends and KPIs.
• Prepare quarterly reviews and analysis for internal portfolio management committees.

Requirements:

• 2-3 years of relevant experience in roles such as private equity portfolio management, asset management, corporate finance or investment banking.
• Strong investing and financial acumen with the ability to analyse financial reporting.
• Proficiency in building and interpreting financial models, including LBO and DCF modeling skills.
• Excellent communication skills for delivering impactful presentations to stakeholders.
• Fluency in an additional European language (German or French) is required.
• Ability to multi-task and manage competing deadlines.

To discuss this opportunity in confidence, please contact Diarmuid Clancy via [e-mail] or apply directly via the link provided.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Financial Services, Investment Management, and Investment Banking

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