Portfolio Analyst

Posted 4 July by Trace - Expert Accountancy Recruitment
£65,000 - £70,000 per annum
London , South East England
Permanent, full-time

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Posted by Trace - Expert Accountancy Recruitment
Portfolio Analyst, London, up to £70k, Hybrid

We will be reviewing CVs throughout the process so please apply as soon as you are able to.

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.

We are recruiting for a Venture Capital investor who are backed by some of the world’s largest financial institutions. Due to significant growth, they are looking to expand their finance team by welcoming a new Portfolio Analyst to their team.

This is an exciting opportunity for a newly qualified accountant to join a fast-growing venture capital fund in a wide-ranging and varied role.

With offices  in London, New York and Singapore, this is an amazing opportunity for a qualified accountant to join a growing business, with real opportunity for career development.

Your Role
  • Having full ownership of the portfolio company data collection and analysis across financial and ESG metrics
  • Delivering the reporting and insights to both internal and external stakeholders
  • Developing the data strategy and tools used across the business in line with future growth
  • Ad hoc projects to help support the wider finance team
Your Skills & Qualifications:
  • Be a qualified accountant with ideally 3 years post qualified experience
  • Having a background with exposure to data analysis, portfolio monitoring, investment valuations and fund performance
  • You must be organised and proactive as they are a fast-paced business so you will need to be ready to embrace collaboration and contribute to the wider team
  
They are looking to offer the successful candidate £65,000 - £70,000 with a great bonus and benefits.

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. Our job is simply to find the best candidate on the market, regardless of their age, race, religion, disability, gender identity, sexual orientation or any other factor irrelevant to their qualifications and competencies.

If you have any further questions regarding accessibility throughout the process, then please get in touch or call a member of our DEIB Champions team.

Reference: 53030299

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