Portfolio Manager

6 days left

Walker Hamill
£60,000 - £80,000 base plus bonus and package.
15 May 2019
29 May 2019
Senior Management
Accounting, Analyst, Finance
Contract Type

We're recruiting a Portfolio Manager on behalf of a leading, multi-strategy investment firm. The successful candidate will play a key role in developing the commercial analytics of the firm's portfolio companies.

This is a multi-faceted and commercial role which will interface with investors, the investment team, partners, portfolio company Finance Directors and senior leadership of the firm.

Key responsibilities will include:

  • Developing ad hoc portfolio level financial and non-financial analysis;
  • Building dashboards, KPIs and reports for presentation to firmwide senior leadership;
  • Engaging with the investment team to develop an understanding of investment performance and other key measures to understand portfolio company performance;
  • Ensuring data that is gathered from portfolio companies is relevant, accurate, robust and consistent;
  • Preparation of portfolio committee packs and portfolio performance reporting packs;
  • Advising on and maintaining internal ESG policies;
  • Liaising with portfolio companies to investigate and confirm reporting on ESG matters; and
  • Developing strong working relationships across the business and within the portfolio. 

It is essential that the successful candidate comes from one of two candidate pools: 

  1. ACA or CIMA qualified accountant within a 'big 4' (or potentially even top 6) accountancy practice firm. You'll most have likely have worked within corporate finance, M&A, transaction services, business modelling, financial / operational due diligence. It's not expected to suit someone from a pure audit background, but it could be someone who trained in audit before moving into a more commercial team.
  2. ACA, ACCA, or CIMA qualified accountant employed in a portfolio reporting role within another private equity or investment management firm.

You must possess an excellent academic record, a commercial mindset and very strong Excel skills, a natural attention to detail and be communicate clearly both verbally and in writing. Moreover, you'll also need enough confidence to develop good working relationships internally and externally and fit into a collegiate, entrepreneurial and down-to-earth working culture.

To apply for this role, please use the Apply button, or alternatively, email your CV to Sean Keyes by clicking on Apply quoting reference SK50443.

Walker Hamill has been the leading recruiter of Finance Directors, Financial Controllers and Fund Accountants to UK and European private equity firms for 30 years. We work with a highly diversified client group, including buyout funds of all sizes, growth & venture capital investors, real estate funds, co-investment vehicles, secondaries funds and fund of funds. Headquartered in London, we have additional offices in continental Europe. For more information, please see www.walkerhamill.com

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