A well-established London-based secondaries firm is looking to bring an experienced portfolio professional into their Portfolio & Analytics team. It's a broad, hands-on role that sits at the centre of the business — covering everything from valuation oversight and LP reporting through to data systems and analytical insight.
What You'll Be Doing
• Oversee the portfolio monitoring process, ensuring accuracy across valuations and cash flows
• Lead internal valuations and provisions processes
• Take first review of monthly and quarterly LP reports, plus ad-hoc IR requests
• Be the analytical focal point for portfolio insight and key business events
• Work with external auditors to ensure portfolio data is correctly captured
• Support the implementation and optimisation of data management systems
• Review and validate the work of junior team members
• Spot opportunities to improve how things work and help implement them
What We're Looking For
• 3–5 years of relevant experience in portfolio monitoring, fund reporting or private markets analytics
• Strong grasp of Private Equity fundamentals — secondaries experience a plus
• A meticulous eye for data quality, with the ability to spot knock-on impacts across processes
• Confident communicator across internal teams and external counterparties
• Proactive and growth-oriented, with genuine curiosity for markets and analytics
Why It's Worth a Look
• Real ownership — your work directly influences investment strategy, not just supports it
• Genuine breadth across monitoring, reporting, analytics and data infrastructure
• Exposure to senior decision-making in a lean, high-calibre team
• A chance to shape the function as the firm continues to scale