Portfolio Monitoring Associate: Valuation & Insights

Marks Sattin; Greater London; Vor Ort; GBP 60.000 - 90.000; Vollzeit

Zusammenfassung

Marks Sattin is partnering with a leading global private markets investment firm to appoint a Portfolio Monitoring Associate. This high-visibility role sits at the intersection of Finance, Investments and Investor Relations, offering broad exposure across private equity, private credit and secondaries.

You will monitor portfolio performance, challenge valuations and deliver commercial insight to support strategic decisions.

Qualifikationen

• Experience in a Top 10 firm, private equity house or alt asset manager.
• Strong understanding of private equity or debt valuation methodologies.
• Experience using data analytics or BI to enhance reporting.

Aufgaben

• Lead portfolio monitoring: valuations, cash flows and data integrity.
• Support quarterly valuation oversight and governance processes.
• Review investor reports, provide analysis for IR and senior stakeholders.
• Deliver portfolio analytics to support performance reviews.
• Collaborate with Investment, Finance and external providers for accurate reporting.

Kenntnisse

Stakeholder management

Valuation analytics

Financial modelling

Data analytics

Ausbildung

Degree in Finance/Accounting/Economics

Tools

Excel

BI tools

Valuation software

Jobbeschreibung

Marks Sattin is partnering with a leading global private markets investment firm to appoint a Portfolio Monitoring Associate. This high-visibility role sits at the intersection of Finance, Investments and Investor Relations, offering broad exposure across private equity, private credit and secondaries.

You will monitor portfolio performance, challenge valuations and deliver commercial insight to support strategic decisions.