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Permanent

Finance Analyst - Portfolio Monitoring

London
money-bag £60000 - £65000/annum Bonus, Pension & other benefits
223846218
Posted Yesterday

Goodman Masson are searching for a Finance Analyst to join a leading global Private Equity firm based in the West End. This is a fantastic opportunity for a recently qualified accountant to gain broad exposure across the private equity lifecycle, working closely with Front Office, Investor Relations and key stakeholders across the business.

 

The successful candidate will join a high-performing team responsible for investment monitoring and valuations, and will play a key role in delivering insight and supporting decision-making at senior levels. The firm offers a fast-paced, collaborative environment where innovation, ownership, and agility are actively encouraged.

 

The role will sit within the Portfolio Monitoring team, which plays a central role in the quarterly valuation process and delivers key insights across the investment portfolio. The team operates with a broad remit, offering excellent exposure across the business and a strong learning environment. It’s a firm that genuinely invests in its people, with plenty of opportunity for progression for those who perform.

 

Please note: Unfortunately, the company is not able to offer visa sponsorship for this role.

 

Responsibilities:

 

  • Reviewing and validating portfolio company valuations using financial data provided by external managers;
  • Compiling and presenting quarterly valuation packs for internal governance meetings;
  • Following new investments and ensuring relevant financial, structural and reporting considerations are appropriately addressed;
  • Producing clear, concise performance analysis of the investment portfolio for senior leadership
  • Collaborating with Investment and other teams to assess funding plans, exit timing, and underlying business performance;
  • Providing support to Investor Relations by supplying portfolio insights to inform investor updates and fundraising materials;
  • Working with multiple internal teams to contribute to process enhancements, operational development, and ad hoc project delivery.

 

Key Skills:

 

  • Recently qualified accountant (ACA / ACCA / CIMA) – up to 2 years PQE;
  • Strong academics (minimum 2:1 degree and solid A-Levels);
  • Excellent interpersonal and communication skills;
  • Analytical mindset with the ability to form opinions and make recommendations;
  • Comfortable managing multiple priorities and working in a fast-paced environment;
  • Strong Excel or data analysis skills (e.g., Business Intelligence tools or process improvement);
  • Desirable - exposure to investment valuation, debt or credit funds

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