Portfolio Monitoring Analyst – Global PE firm – Up to £65k + Excellent Progression Opportunities

Mondrian Alpha; England; On-site; GBP 55,000 - 65,000; Full time

Job summary

A leading global investment manager is seeking an Analyst for their Portfolio Analytics function. This role involves fund valuations and performance analysis, with exposure to strategic insights for senior stakeholders. Candidates should be ACA/CFA qualified with strong technical skills and experience in alternative investments. Competitive compensation up to £65k with a strong bonus is offered in a high-achieving team.

Benefits

Competitive compensation package (up to £65k with strong bonus)

Exceptional growth opportunities

Qualifications

• Recently ACA/CFA qualified.
• Academic strength with experience in the alternative investment space.
• Strong technical skills with a high level of accuracy.
• Ability to communicate effectively with senior management.
• Experience with valuations and portfolio analysis.

Responsibilities

• Detailed oversight of monthly valuations and performance statistics.
• Engagement in scenario planning and stress testing.
• Exposure to audit processes and fund accounting.

Skills

ACA/CFA qualification

Experience in alternative investments

Strong technical skills

Effective communication with senior management

Valuations and portfolio analysis

Excel proficiency

Power BI proficiency

Education

ACA/CFA qualification

Tools

Excel

Power BI

Job description

Overview

We are working with a leading global investment manager to hire an Analyst into their Portfolio Analytics function. This is a high-profile opportunity within a collaborative team, offering exposure across fund reporting, portfolio monitoring, treasury, and support the investment committees. The role will focus on fund valuations, portfolio performance analysis, and delivering strategic insights to senior stakeholders, while also contributing to broader business operations and investor support.

The position will involve detailed oversight of monthly valuations, the preparation and collation of performance statistics, and the development of analysis and dashboards to support front office, investor relations, and senior management. Beyond routine reporting, the role provides the chance to engage in scenario planning, stress testing, and ad hoc analytical projects that shape key decision-making across the business. It also offers exposure to audit processes, fund accounting, and direct interaction with investment teams.

Responsibilities

• Detailed oversight of monthly valuations, preparation and collation of performance statistics, and development of analysis and dashboards to support front office, investor relations, and senior management.
• Engagement in scenario planning, stress testing, and ad hoc analytical projects that influence key decisions across the business.
• Exposure to audit processes, fund accounting, and direct interaction with investment teams.

Qualifications

• Recently ACA/CFA qualified.
• Academic strength with experience in the alternative investment space.
• Strong technical skills, high level of accuracy, and the ability to communicate effectively with senior management.
• Experience with valuations, portfolio analysis, and tools such as Excel and Power BI is desirable.
• Works well with detail while maintaining awareness of the bigger picture.

Benefits

• Competitive compensation package (up to £65k with strong bonus).
• Opportunity to join a world-class private market/alternative investment firm in a commercial role with meaningful impact.
• High-achieving team and exceptional growth opportunities.