Portfolio Monitoring – Associate (Private Equity)

A well-established London-based secondaries firm is looking to bring an experienced portfolio professional into their Portfolio & Analytics team. It’s a broad, hands‑on role that sits at the centre of the business — covering everything from valuation oversight and LP reporting through to data systems and analytical insight.

What You’ll Be Doing

• Oversee the portfolio monitoring process, ensuring accuracy across valuations and cash flows
• Lead internal valuations and provisions processes
• Take first review of monthly and quarterly LP reports, plus ad‑hoc IR requests
• Be the analytical focal point for portfolio insight and key business events
• Work with external auditors to ensure portfolio data is correctly captured
• Support the implementation and optimisation of data management systems
• Review and validate the work of junior team members
• Spot opportunities to improve how things work and help implement them

What We’re Looking For

• 3–8 years of relevant experience in portfolio monitoring, fund reporting or private markets analytics
• Strong grasp of Private Equity fundamentals — secondaries experience a plus
• A meticulous eye for data quality, with the ability to spot knock‑on impacts across processes
• Confident communicator across internal teams and external counterparties
• Proactive and growth‑oriented, with genuine curiosity for markets and analytics

Why It’s Worth a Look

• Real ownership — your work directly influences investment strategy, not just supports it
• Genuine breadth across monitoring, reporting, analytics and data infrastructure
• Exposure to senior decision‑making in a lean, high‑calibre team
• A chance to shape the function as the firm continues to scale

#J-18808-Ljbffr…