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ER:39086 - Portfolio Management - Private Equity

Eximius Finance
London, United Kingdom
Market Rate
Closing date
May 16, 2023

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Job Function
Private Equity/Venture Capital
Industry Sector
Finance - General
Employment Type
Full Time
Excellence in analysis of financial data. An analytical mind is very important;
  • Strong stakeholder management and inter-personal skills as they will deal with our investment team, as well as portfolio CFOs and FCs;
  • Self-starter, creative and commercial thinking;
  • Excellent MS Excel modelling and MS PowerPoint skills
  • A strong academic background. The successful candidate will likely have an ACA or CIMA accounting qualification, or, have made steps towards receiving other relevant qualifications (CFA, etc.).
  • Experience in a portfolio reporting team for a P/E house or fund manager preferred but not essential.
  • Demonstrable experience in providing Transaction Services due diligence and/or Corporate Finance support an advantage.

The Role
  • Driving the reporting to provide quality MI and analysis on the portfolio, including: performance of the borrowers, reporting trends and assessing the overall health of the portfolio and providing commercial recommendations (including short term waivers and amendments to milestones)
  • Establishing reporting framework requirements for new portfolio companies and ensuring a seamless transition into the portfolio
  • Overseeing amendments to loans and onboarding / accession of new assets into active loans
  • Liaising with deal executives on an ongoing basis to ensure monthly financial and KPI data is relevant and in line with budget
  • Ensuring the data that is submitted is accurate and is consistent with management accounts, board packs and other documents provided by management teams
  • Maintaining and managing the portfolio monitoring system (eFront), which is the software platform used to automate the production of monthly reports and analyses
  • Providing financial analysis and support to ad hoc value enhancement projects
  • Implementation of automated diary system to monitor key loan metrics / milestones

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