Analyst - Portfolio Management / Investment Analysis
This newly created role would report into the family members directly and initially involve financial analysis and modelling of the existing portfolio of investments which includes assets in property, construction, energy and the music industry. This will include producing detailed financial analysis/models and recommendations for any changes - for example re-financing, disposals etc. You'll need to understand how private equity style investments work and ideally would have been in a portfolio management or investment analysis type role.
Given the small size of the firm you need to be comfortable getting involved in a range of projects and be relatively self-managed and able to work independently with minimal support. We also need someone with a confident and assertive personality who is capable and able to hold their own, both externally with advisors and internally when briefing and advising the family members.
The ideal person will have:
- A background in buy side / private equity - ESSENTIAL - more than likely gained in a portfolio management or investment analysis type role.
- The ability to build various financial and valuation models
- Excellent academics and preferably relevant professional qualifications - ACA, CFA, MBA or similar
- At least 5 years in the UK market or equivalent
Day rate on offer is £400-450 plus the potential for extension or a permanent role.