Portfolio Analyst

Portfolio Analyst

Investment Management, London (Hybrid)

£60-65,000

Our client is a specialist alternative investment firm focused on ESG and sustainability. They have a rare and exciting opportunity for a recently qualified ACA with Investment Management audit to join the Portfolio Analysis team.

Your Role

Responsibility for the production of the investment performance reporting.

Ensure that the financials are in line with the targets set at acquisition.

Work closely with the Transaction team assisting on new deals as well as exits.

Review of the portfolio companies financial reporting and tax structures.

Assist with liquidity management and cash flow forecasting.

Monitoring the funds compliance with sustainability reporting.

Review financial models and involvement in deal specific projects.

Your Skills & Qualifications

Be a recently qualified ACA with Investment Management funds audit experience and a strong interest in ESG.

Have the ability to build good relationships with the Investee companies senior management teams.

Be able to multi-task and enjoy a fast-paced environment.

They are looking to offer the successful candidate circa £65,000 + excellent benefits and bonus potential.

Unfortunately, my client cannot consider anyone that needs to be sponsored either now or in the future.

For immediate consideration please contact Simon Humphreys at Trace Recruitment. We will be reviewing CV’s throughout the process, so please apply straight away if you’re interested in this role.

We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process.

At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.