Portfolio Manager (Private Equity)

About the Opportunity

SRM Recruitment are proud to be partnering exclusively with a leading global Private Equity investment firm, managing over $10 billion in AUM, as they look to appoint a Senior Associate into their growing Portfolio Monitoring team. This is a high-impact role at the core of the firm’s investment operations, offering the opportunity to lead on valuation oversight, portfolio performance reporting, and the mentoring of junior team members. The successful candidate will be instrumental in driving improvements across systems, data infrastructure, and portfolio insight generation.

Responsibilities

• Oversee the monitoring and valuation of the investment portfolio
• Lead the preparation of detailed performance reports and investor presentations
• Mentor and review the work of junior team members, ensuring data accuracy and analytical rigor
• Coordinate quarterly valuations and reporting cycles, ensuring deadlines and standards are met
• Support strategic asset management decisions, including disposals and revaluations
• Help develop and refine the firm’s data platform, driving enhancements across systems and processes
• Financial Analysis and reporting on fund positions

About You

Who We're Looking For:

• ACA / CFA Qualified / Accounting / TS highly desirable
• 5+ years’ relevant experience in investment reporting, fund analysis or portfolio oversight
• Experience of directly managing a team of more than 2 people
• Excellent financial analysis skills with a strong command of Excel (experience with tools like Canoe or ATLAS beneficial)
• Strong attention to detail and a collaborative, solutions-focused mindset
• Comfortable taking ownership of reporting cycles and supporting process improvements
• Experience in private equity or related financial services environment is highly desirable

Benefits

• Bonus: Up to 50%
• Benefits: 25 days holiday, private healthcare, pension scheme, gym membership, insurance cover

About Company

If you’re looking to step up into a more strategic, visible and rewarding role within private equity, this is a fantastic opportunity to join a globally respected firm in a pivotal capacity.