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Finance analyst - portfolio monitoring

London
Permanent
Goodman Masson
Finance analyst
Posted: 26 July
Offer description

Responsibilities

:

• Reviewing and validating portfoliopany valuations using financial data provided by external managers;
•piling and presenting quarterly valuation packs for internalernance meetings;
• Following new investments and ensuring relevant financial, structural and reporting considerations are appropriately addressed;
• Producing clear, concise performance analysis of the investment portfolio for senior leadership
• Collaborating with Investment and other teams to assess funding plans, exit timing, and underlying business performance;
• Providing support to Investor Relations by supplying portfolio insights to inform investor updates and fundraising materials;
• Working with multiple internal teams to contribute to process enhancements, operational development, and ad hoc project delivery.


Key Skills:

• Recently qualified accountant (ACA / ACCA / CIMA) – up to 2 years PQE;
• Strong academics (minimum 2:1 degree and solid A-Levels);
• Excellent interpersonal andmunication skills;
• Analytical mindset with the ability to form opinions and make rmendations;
•fortable managing multiple priorities and working in a fast-paced environment;
• Strong Excel or data analysis skills (, Business Intelligence tools or process improvement);
• Desirable - exposure to investment valuation, debt or credit funds

Job ID GH454562709

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