Portfolio Analyst

SRM Recruitment are currently supporting a well-established Private Equity investment firm with over $10 billion AUM, in their search for 2 high calibre Portfolio Analyst’s at Associate level. They operate in a high-growth niche in the market, meaning they can offer fantastic progression to candidates as they continue to grow rapidly.The RoleYou’ll play a key role in supporting the ongoing monitoring and analysis of fund investments, working closely with internal stakeholders and external investors.This is a fantastic opportunity for anyone 1-2 years’ post-university that has a strong Excel and data analysis background and who is ambitious to progress their career in London and globally. Key responsibilities include:Fund and portfolio monitoring, including valuationsPerformance analysis and portfolio-level insightsMonthly, quarterly, and ad-hoc reporting Supporting investor relations with data-driven insightsDriving systems and process improvements to enhance reporting and analysis capabilityThis team is central to the firm’s commitment to building a best-in-class portfolio function, with plenty of room to grow and develop.Who We're Looking For:Highly proficient in Excel and data analysisAnalytical, detail-oriented, and proactiveInterested in private equity Experienced in financial services or asset management environments (not essential, but helpful)Package & BenefitsBonus: Up to 40%Benefits: 25 days holiday, pension scheme, private healthcare, gym membership and insurance cover

Created: 2025-07-24