Portfolio Management Associate - Private Equity (Evergreen Funds)

Edgworth Partners; Greater London; Vor Ort; GBP 50.000 - 70.000; Vollzeit

Zusammenfassung

Edgworth Partners in London is seeking an Investment Associate for its private equity portfolio management team. This role will involve supporting portfolio management, investment analysis, and cash flow modelling for an open-ended fund structure.

The ideal candidate will have 2-4 years of experience and an undergraduate degree in finance or a related field. Strong analytical abilities and advanced Excel skills are essential. Join us for a key role in managing private equity portfolios.

Qualifikationen

• 2-4 years of relevant experience in portfolio management, investment strategy or financial analysis.
• Strong analytical skills with advanced Excel and financial modelling capability.
• Ability to manage multiple workstreams and deliver to tight deadlines.

Aufgaben

• Maintaining and updating cash flow and portfolio construction models.
• Preparing investment committee materials including portfolio composition analysis.
• Producing periodic portfolio performance reports covering monitoring and risk.

Kenntnisse

Analytical skills

Advanced Excel

Financial modelling

Communication skills

Problem solving skills

Organisational ability

Ausbildung

Undergraduate degree in finance, economics, business or accounting

Jobbeschreibung

Investment Associate - Private Equity Portfolio Management Large Cap PE Fund - London

A leading global private markets manager with a long track record in private equity, secondaries, credit, and infrastructure, managing more than $200bn USD across a diversified platform and global team, is hiring an Investment Associate for its private equity evergreen portfolio management team.

This role will support portfolio management, strategy, investment analysis, cash flow modelling and investment committee materials for its open-ended semi-liquid fund structures.

Responsibilities include:

• Maintaining and updating cash flow and portfolio construction models to monitor performance, liquidity and operational metrics
• Preparing investment committee materials including portfolio composition analysis, deal allocation work and peer comparisons
• Producing periodic portfolio performance reports covering monitoring, risk, allocation and market insights
• Supporting projects linked to fund launches, investment activity and investor due diligence
• Working closely with internal teams across treasury, reporting, tax, compliance and investor relations to support portfolio management activities
• Contributing to ad hoc strategic initiatives and policy related work as required

Requirements:

• 2-4 years of relevant experience in portfolio management, investment strategy or financial analysis
• Undergraduate degree in finance, economics, business or accounting
• Strong analytical skills with advanced Excel and financial modelling capability
• Understanding of private equity performance metrics, valuations and operational analysis
• Excellent written and verbal communication skills
• Ability to manage multiple workstreams and deliver to tight deadlines
• High attention to detail, proactive mindset and strong problem solving skills
• Collaborative team player with strong organisational ability and desire to learn

This is an opportunity to play a key role in the development and ongoing management of new evergreen and semi-liquid private equity portfolios within a highly collaborative investment platform.