Portfolio Controller, Private Equity, London
Portfolio Controller, Private Equity, London
Our client is a medium sized European headquartered Private Equity firm looking for a London based Portfolio Controller. The individual will report directly into the CFO and will monitor the performance of the investment portfolio.
Responsibilities
- Monitor the investment portfolio (between 10 to 15 companies) and report to Investors, Partners PMs.
- Improve the monitoring system and create new analysis in line with current developments
- Maintain the Investment Monitoring System and any replacement of this system
- Help with the implementation and operation of the new IT system and advise on any possible development/improvements
- Prepare quarterly valuations and ad-hoc valuations
- Ensure best practice standards across monitoring systems
- Prepare monthly, quarterly, annual and ad-hoc reporting
- Performance analysis of portfolio company
- Prepare data on portfolio companies as requested for internal or external reporting
- Compile and maintain data of company information for upcoming Fundraising
- Support fund portfolio company audits
- Support data room content during Fundraising
- Prepare the annual budget review
Qualifications and Experience
- University Degree (or equivalent) in Finance
- 3 years in Portfolio monitoring or equivalent
- Fluent English with additional language (ideally German)
- Willingness to travel (25%)
- PE Experience would be preferable
- Working towards or in possession of Qualification (Accountancy or CFA)
- Strong analytical skills
- Mature and independent work ethic
- Hard Working
- Team Spirit
- Self Starter
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