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Portfolio Analyst
Mid-Market Private Equity Firm
to £120,000 (experience dependent) + c50% bonus + benefits
Central London - Hybrid
This mid-market PE firm has launched and closed several successive funds, each one consistently realising remarkable multiples for its investors. With a new, oversubscribed fund due to launch shortly, this leading PE firm works closely with each of its portfolio companies across multiple sectors, leading to enviable growth levels throughout the portfolio.
As the firm expands its internal talent roster to mirror this stellar success, it is now seeking to recruit a highly talented Portfolio Analyst.
Reporting to a Portfolio Partner, the role includes:
- Deliver complex data analysis to extract, interpret and present insights that drive strategic decision-making.
- Work on projects including Pricing reviews; Competitor analysis; Market trends; International expansion; Efficiency transformation programmes; Organisational re-design.
- Work closely with clients and stakeholders to understand the opportunity and data requirements, translating them into actionable recommendations and delivering solutions.
- Develop, design and build clear and impactful reports and dashboards, primarily in Power BI, to visualise data insights for a variety of internal and external stakeholders.
- Develop and communicate strategic insights and translate them into practical actions.
- Build relationships and influence at a range of levels across the portfolio companies.
Required candidate experience:
- 4+ years consulting experience, including a mix of both commercial and operational projects across industry.
- Experience of developing and communicating strategic insights and translating them into practical actions, working with portfolio companies or similar.
- A deep familiarity of data creation, manipulation and presentation.
- Extensive knowledge of analytical tools and techniques, including SQL coding.
- Ability to work independently and proactively. Able to lead by example in meeting deadlines and communicating effectively.
- Experience of working directly with client teams, building relationships and influencing across portfolio companies.
- Naturally demonstrates a strategic, commercial and data-driven mindset.
This is an incredibly exciting opportunity, providing the chance to have a significant impact within a highly successful PE firm, operating across multiple sectors.
