Portfolio Analyst - Investor Relations
Job Description
This vacancy has now expired. Please see similar roles below...
A global, well known private equity group headquartered in London is looking for a Portfolio Analyst within its Investor Relations team.
This is an exciting and varied role where you will be reporting to an IR Manager, and be fully integrated in all aspects of IR. You will support the IR team with analysing fund performance, modelling and reporting.
Key Responsibilities
- Co-ordinate the quarterly valuation process, through working closely with global deal teams and the fund accounting team to collect and review performance and valuation information, and producing outputs required for internal and external review
- Collate valuation and performance metrics, to produce analytics used internally and externally by the IR team. This will include designing and improving the internal and external reporting processes, interpreting data and analysing for key trends and comparing performance against benchmarks.
- Assist with general fundraising, investor relations and other internal queries
- Develop and maintain models to provide scenario analysis on Funds
Experience/Skills Required
The ideal candidate must have previous relevant experience, ideally within the financial services sector. You must have a very strong financial background, ideally an accountancy qualification and have advanced knowledge of Excel. This role would suit an individual who is a team player, ambitious with a hunger to learn and develop. You must thrive in a fast paced environment where attention to detail is paramount, and you must be confident working with senior stakeholders. Prior experience in a global company is advantageous.
Related jobs
Salary
£30000 - £35000 per annum + Bonus + Benefits
Location
City of London, London
Job Type
Permanent
Discipline
Event Marketing
Seniority
Assistant
Salary
£30,000 - £44,999
Sector
Financial Services
City
London
Description
Events Assistant
Reference
RPEV_1753595118
Expiry Date
01/01/0001
Author
Ronak PatelAuthor
Ronak PatelSalary
£45000 - £55000 per annum + Bonus + Benefits
Location
City of London, London
Job Type
Fixed Term Contract
Discipline
Marketing (general)
Seniority
Executive
Salary
£45,000 - £59,999
Sector
Financial Services
City
London
Description
Internal Comms Executive
Reference
RPIC_1753594608
Expiry Date
01/01/0001
Author
Ronak PatelAuthor
Ronak PatelSalary
£35000 - £40000 per annum + Benefits
Location
City of London, London
Job Type
Permanent
Discipline
SEO
Seniority
Executive
Salary
£30,000 - £44,999
Sector
Financial Services
City
London
Description
SEO Executive
Reference
EMRVT_1752248134
Expiry Date
01/01/0001
Author
Ronak PatelAuthor
Ronak PatelSalary
£45000 - £50000 per annum
Location
London
Job Type
Permanent
Discipline
B2B
Seniority
Manager
Salary
£45,000 - £59,999
Sector
Business Services
City
London
Description
Marketing Manager - West London
Reference
PR/132648_1752150158
Expiry Date
01/01/0001
Author
Mal GaluszczynskaAuthor
Mal GaluszczynskaSalary
£85000 - £95000 per annum + Bonus + Benefits
Location
City of London, London
Job Type
Permanent
Discipline
Marketing (general)
Seniority
Head of
Salary
£80,000 - £99,999
Sector
Financial Services
City
London
Description
Senior Marketing Manager
Reference
RPT_1751902501
Expiry Date
01/01/0001
Author
Ronak PatelAuthor
Ronak PatelRelated posts

Teaser
Hiring adviceContent Type
ArticlesPublish date
07/01/2025
Summary
The marketing industry has never been known to sit still. In 2025, it’s moving faster than ever. Between the rise of AI, changing customer expectations, and pressure to do more with less, the skills

Teaser
Hiring adviceContent Type
ArticlesPublish date
07/01/2025
Summary
When it comes to salaries in marketing, you can’t afford to keep your cards close to your chest. According to our latest survey, 78% of job seekers are unlikely to apply for a role without a specifie

Teaser
Career adviceContent Type
ArticlesPublish date
07/01/2025
Summary
New trends and technologies have continued to revolutionise the marketing industry, opening up a wide array of exciting new career opportunities. However, 2025 presents a far more complex job market t

Teaser
Hiring adviceContent Type
ArticlesPublish date
06/16/2025
Summary
Hiring great marketing talent has never been easy. In 2025, the recruitment landscape has changed. The biggest challenge facing hiring managers isn’t just about finding great candidates. It’s about

Teaser
Hiring adviceContent Type
ArticlesPublish date
06/16/2025
Summary
While today’s marketers are looking for the full package, salary remains key to attracting and retaining top talent. Fair pay is important and this year it’s under the microscope more than ever. With

Teaser
Hiring adviceContent Type
ArticlesPublish date
05/27/2025
Summary
As employers enter the second half of 2025, the pressure to remain commercially resilient while managing ongoing cost constraints is shaping how hiring decisions are made. Amid continued salary stag

Teaser
Hiring adviceContent Type
ArticlesPublish date
04/30/2025
Summary
The landscape of hiring a marketer has changed. A solid job spec isn’t the be all and end all anymore. Today’s marketing professionals are making career moves with more intention than ever. Marketers

Teaser
Hiring adviceContent Type
ArticlesPublish date
04/30/2025
Summary
When it comes to hiring the right marketing professionals, getting the job description right is crucial. Knowing how to write a job description means you’re doing more than just list responsibilities

Teaser
Hiring adviceContent Type
ArticlesPublish date
04/14/2025
Summary
Three days in the office. No change in salary. Hybrid working is evolving. What does that mean for employees and employers in 2025?What was once presented as a benefit is now a source of tension. Acro

Teaser
Hiring adviceContent Type
ArticlesPublish date
03/31/2025
Summary
Looking Back at 2024For much of 2024, marketing recruitment across the UK has contended with a series of setbacks. The latest data from the Office for National Statistics showed a steady decline in
Recently viewed jobs