Senior Associate - Portfolio Monitoring

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

Job summary

An exciting opportunity awaits at a London-based mid-market private equity fund seeking a Senior Associate for Portfolio Monitoring. This role is perfect for a detail-oriented individual with a strong analytical mindset and a passion for technology and data. You will lead the reporting process, integrate financial data, and provide critical insights to support investment decisions. Collaborate with senior leadership and finance teams to develop a tech-driven, automated reporting function that enhances efficiency and effectiveness. If you have a background in audit or corporate finance and are ready to make a significant impact, this is the role for you.

Qualifications

• 4-6 years of experience in portfolio monitoring or reporting roles.
• Highly analytical with strong attention to detail and curiosity around data.

Responsibilities

• Lead the end-to-end reporting process across portfolio companies.
• Build dashboards and analytical tools to support investment committees.
• Identify and implement process improvements for reporting functions.

Skills

Analytical Skills

Financial Acumen

Interpersonal Skills

Attention to Detail

Curiosity around Data

Tools

iLevel

Job description

Senior Associate - Portfolio Monitoring, Mid-Market Private Equity Fund

Location: London

The Opportunity

An exciting and sought-after London-based mid-market private equity fund is seeking a senior associate to lead portfolio monitoring. This role bridges asset-level data and top-level reporting, financial acumen, and an analytical mindset. Ideal for someone from audit or corporate finance with a passion for tech and data.

Responsibilities:

• Own the full end-to-end reporting process across all portfolio companies.
• Reconcile and integrate top-down and bottom-up financial data.
• Build dashboards and analytical tools (using iLevel).
• Provide analysis, trends, and insights to support portfolio and investment committees.
• Act as a strategic business partner to senior leadership and the wider portfolio.
• Collaborate with finance teams and founding partners to access and validate data.
• Develop and scale a tech-driven, automated reporting function.
• Identify and implement process improvements, including macros or similar tools.
• Ensure effective communication, time management, and cross-functional collaboration.

Requirements:

• Experience of iLevel is desirable but not essential.
• Experience in a portfolio monitoring/reporting role, from advisory, consulting or private fund level.
• 4-6 years of experience.
• Highly analytical with a strong attention to detail and natural curiosity around data.
• Strong interpersonal skills.

Please only apply if you meet the above criteria.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Venture Capital and Private Equity Principals