Portfolio Monitoring Unit – Associate

Full Time
  • September 25, 2026
  • Employment Info

    JOB   SUMMARY

    Team Responsibilities will include:

    • Tracking and analysing Portfolio Company performance through the investment cycle to provide portfolio insights to internal and external stakeholders
    • Collaboration with the origination Deal Team on financial and strategic initiatives within Portfolio Companies
    • Ongoing dialogue with senior leadership of Portfolio Companies, working with management teams on performance trends and KPI’s
    • Preparation of quarterly reviews and analysis for internal Portfolio Management Committees
    • Preparation of monthly / quarterly valuations using financial models
    • Collaboration with other internal teams including Investor Relations, Macro and ESG in the creation of quarterly reporting, investor materials and other ad-hoc requests

    The key attributes required from the successful candidate are:

    • Minimum 5 years relevant experience, preferably in a similar role (i.e. Private Equity, Asset Management, Consulting, Transaction Services, Restructuring, Investment Banking)
    • Excellent investing and financial acumen, with the ability to quickly disseminate and analyse financial reporting
    • Capable of building and interpreting financial models, including DCF modelling
    • Strong communication skills, including the ability to deliver impactful presentations to internal and external stakeholders
    • The ability to multi-task and execute a wide range of assignments, with competing deadlines
    • Excellent written and verbal communication skills

     

     

     

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