Marks Sattin
Portfolio Monitoring
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Portfolio Monitoring Associate
Location: London
We're partnering with a leading global private markets investment firm to appoint a Portfolio Monitoring Associate to its high-performing Finance function.
This is a highly visible role sitting at the intersection of Finance, Investments and Investor Relations, offering broad exposure across private equity, private credit and secondaries. You'll play a key role in monitoring portfolio performance, challenging valuations and delivering commercial insight that supports strategic decision-making across the business.
Working closely with senior investment professionals and stakeholders across the platform, you'll gain exposure far beyond traditional fund reporting, contributing to investment analysis, portfolio governance and business-critical initiatives.
The Opportunity:
- Lead the portfolio monitoring process, ensuring the accuracy and integrity of investment valuations, cash flows and underlying portfolio data.
- Take ownership of valuation oversight, supporting quarterly valuation reviews and governance processes.
- Review monthly and quarterly investor reports, provide meaningful analysis, and respond to ad hoc requests from Investor Relations and senior stakeholders.
- Deliver portfolio analytics and commercial insight to support investment performance reviews and key business decisions.
- Partner with Investment, Finance and external service providers to ensure accurate reporting across a diverse portfolio of private market investments.
- Support the continued development of portfolio data, reporting infrastructure and technology platforms, helping to drive automation and process improvements.
- Mentor and review the work of junior team members, maintaining high standards across the function.
- Identify opportunities to improve reporting, governance and operational efficiency within a fast-growing investment platform.
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- Experience gained within a Top 10 accountancy firm, private equity house or alternative asset manager.
- Exposure to private credit, direct lending or debt fund strategies would be highly advantageous.
- Proven ability to build relationships and influence senior stakeholders across Finance, Investments and wider business functions.
- Strong understanding of private equity and/or debt investment valuation methodologies and portfolio performance analysis.
- Experience using data analytics, business intelligence or technology to enhance reporting, automate processes and drive operational improvements.
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