Porfolio Specialist
This is an exciting part business because of the exposure and openess of the investment team and the direct interaction the deal team has specifcially with this team
Some of the core responsibilities will involve :
- Co-ordinating the investment closing activities – including structuring, legal documentation preparation
- Perform new asset manager due diligence including background checks, reviewing operational controls audit reports and site visits
- Participate in regular portfolio reviews and monitor portfolio and asset level performance on a monthly basis.
- Strictly monitor Asset Managers’ compliance including performance covenants, cash flow projections and financial reporting.
Our client is looking at high calibre individuals with the following credentials :
- A high quality acadedmic profile,
- An accounting qualification,
- Ideally Big 4 pedigree within the audit/transaction service background - relevant to PE/Real Estate/Debt - minimum 5 years post qualified.
- Some practical exposure within the Private Equity/Real Estate/Debt sector where there is a track record of analysing the investment at the "closing" stage of the process.
This is an excellent opportunity for an individual with a the above skillset as they will be encouraged to develop themselves and given exposure and insight to the deal process that is unique compared to other PE/Debt firms.
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