Senior Associate - Portfolio Monitoring

JR United Kingdom; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An exciting opportunity awaits with a London-based mid-market private equity fund seeking a Senior Associate for Portfolio Monitoring. This role combines financial acumen with analytical skills to bridge asset-level data and top-level reporting. Ideal for candidates with experience in audit or corporate finance, the position involves leading reporting processes, building analytical tools, and collaborating with senior leadership. Join a dynamic team that values tech-driven solutions and process improvements, and make a significant impact in a fast-paced environment.

Qualifications

• 4-6 years of experience in portfolio monitoring or reporting.
• Strong analytical mindset with attention to detail.

Responsibilities

• Lead the full end-to-end reporting process across portfolio companies.
• Build dashboards and analytical tools to support reporting.

Skills

Analytical Skills

Financial Acumen

Interpersonal Skills

Attention to Detail

Curiosity Around Data

Education

Degree in Finance or Related Field

Tools

iLevel

Job description

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Client:

Finatal

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

08.05.2025

Expiry Date:

22.06.2025

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Job Description:

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

Location: London

MS13281

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
• More generally, they must be 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.