Portfolio Reporting Analyst - AI, Data & Value Creation

Autumnal Partners Ltd; Greater London; On-site; GBP 55,000 - 85,000; Full time

Job summary

Autumnal Partners Ltd. focuses on portfolio management and seeks a Portfolio Reporting Analyst to monitor financial and operational performance across investments, producing monthly portfolio reports and driving improvements with CFOs and investment teams.

The role emphasizes valuations, fund reporting and value creation, with opportunities to modernise processes through automation, AI and data analytics, using Advanced Excel and financial systems.

Qualifications

• ACA/ACCA/CIMA qualified with strong academic record.
• Strong financial analysis skills and understanding of management accounts, KPIs.
• Advanced Excel skills and interest in financial systems, reporting automation and data analytics.
• Experience in transaction services, corporate finance, private equity portfolio reporting or valuations is advantageous.

Responsibilities

• Monitoring financial and operational performance across a portfolio of investments, analysing KPIs, budgets, forecasts and management accounts.
• Producing monthly portfolio reporting and identifying trends, risks and areas of underperformance.
• Working directly with portfolio company CFOs, finance teams and investment professionals to improve the quality of financial information.
• Supporting quarterly portfolio valuations, fund reporting and financial analysis.
• Developing dashboards and improving reporting processes through automation, AI and data analytics.
• Supporting portfolio-wide initiatives, benchmarking and value creation projects.

Skills

Financial analysis

Advanced Excel

Data analytics

Budgeting & forecasting

Management accounting

KPIs

Education

ACA/ACCA/CIMA qualified

Tools

Excel

Financial systems

Job description

Autumnal Partners Ltd. focuses on portfolio management and seeks a Portfolio Reporting Analyst to monitor financial and operational performance across investments, producing monthly portfolio reports and driving improvements with CFOs and investment teams.

The role emphasizes valuations, fund reporting and value creation, with opportunities to modernise processes through automation, AI and data analytics, using Advanced Excel and financial systems.