Portfolio Reporting Analyst

Autumnal Partners; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Private Equity firm is seeking a Senior Associate to join its Portfolio Monitoring function. The role involves leading portfolio performance monitoring and KPI frameworks, analyzing reporting from portfolio companies, and supporting valuation processes. Candidates should have qualifications in finance (CFA/ACA/ACCA/CIMA) and strong exposure to financial analysis in a Private Equity environment. This position offers opportunities for significant career progression in private equity portfolio management.

Qualifications

• Qualified CFA/ACA/ACCA/CIMA preferred.
• Experience in portfolio oversight and performance reporting in Private Equity.
• Strong analytical and commercial judgement required.

Responsibilities

• Lead portfolio performance monitoring and KPI frameworks.
• Analyse portfolio company reporting to identify trends.
• Support valuation processes and investment committee materials.
• Partner with leadership teams to enhance data quality.

Skills

Financial analysis

Performance reporting

Advanced Excel

Data quality improvement

Education

Qualified (CFA/ACA/ACCA/CIMA)

Tools

BI tools

Portfolio analytics tools

Job description

Autumnal Partners are currently partnered with a leading multi-strategy Private Equity fund seeking to appoint a Senior Associate into its Portfolio Monitoring function.

This is a highly visible role at the centre of the investment platform, working closely with deal teams, operating partners, and senior leadership to drive data‑led insight, risk oversight, and value creation across a diversified international portfolio.

The successful candidate will take ownership of portfolio intelligence, performance tracking, and valuation support, acting as a critical bridge between portfolio companies and the investment decision‑making process. The remit combines analytical depth with commercial judgement and offers genuine progression for individuals looking to build a long‑term career in private equity portfolio management.

Key Responsibilities

• Lead portfolio performance monitoring, KPI frameworks, and firmwide dashboards
• Analyse quarterly and monthly portfolio company reporting, identifying trends, risks, and opportunities early
• Support valuation processes and investment committee materials
• Partner with portfolio company leadership teams to improve data quality, reporting consistency, and operational insight
• Contribute to post‑investment value creation initiatives and exit readiness
• Enhance portfolio monitoring systems, tools, and processes
• Manage and develop junior team members and represent the function internally and externally

Candidate Profile

• Qualified (CFA/ACA/ACCA/CIMA)
• Strong exposure to portfolio oversight, financial analysis, and performance reporting with a Private Equity or alternatives environment
• Advanced Excel and financial modelling capability; experience with BI and portfolio analytics tools highly advantageous
• Commercial, detail‑oriented, and comfortable engaging with senior stakeholders
• Demonstrated ability to operate in a fast‑paced, institutional investment environment