Portfolio Value Creation Analyst

Jobtailor; Greater London; On-site; GBP 70,000 - 100,000; Full time

Job summary

Jobtailor in London seeks a qualified analyst to drive portfolio analytics and value-creation initiatives. You will assess performance, build models, forecast outcomes, and analyze investments to support strategic decisions.

You will monitor KPIs across portfolio companies, back acquisitions, perform due diligence, and prepare materials for boards and committees, collaborating with senior leaders and portfolio teams.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting, Mathematics or a related discipline.
• 2-4 years' post-graduate experience within Private Equity, Investment Banking, Transaction Services, Strategy Consulting, Asset Management, or Big Four Deals Advisory.
• Strong financial modelling and analytical skills.

Responsibilities

• Analyse portfolio company performance and identify value creation opportunities.
• Build financial models, forecasts, and investment analysis to support strategic decisions.
• Monitor financial and operational KPIs across portfolio businesses.
• Support acquisitions, due diligence, integrations, and transformation initiatives.
• Prepare board papers, investment committee materials, and investor reporting.
• Conduct market, sector, and competitor research to inform investment decisions.
• Partner closely with portfolio management teams and senior leaders across the Group.

Skills

Financial Modelling

Analytical Skills

Stakeholder Management

Communication

Problem-Solving

Data Analysis

Education

Bachelor's degree in Finance, Economics, Business, Accounting

MBA

Job description

Jobtailor in London seeks a qualified analyst to drive portfolio analytics and value-creation initiatives. You will assess performance, build models, forecast outcomes, and analyze investments to support strategic decisions.

You will monitor KPIs across portfolio companies, back acquisitions, perform due diligence, and prepare materials for boards and committees, collaborating with senior leaders and portfolio teams.