Vice President - Portfolio Monitoring (Private Equity) - Contract / Interim
Location: London (Hybrid) Contract: 6-12 months Day Rate: £550-£750 (via umbrella)
About The Role
A leading Private Equity firm is seeking an experienced Vice President of Portfolio Monitoring to take ownership of its portfolio reporting, valuations oversight, and performance analytics engine. This is a high‑impact role suited to a technically strong, detail‑driven professional with deep private markets experience and a builder mindset. You will partner closely with investment teams, fund finance, and senior leadership to deliver decision‑grade insights and robust valuation governance.
Key Responsibilities
Portfolio Monitoring & Reporting
* Act as the primary liaison between portfolio companies, internal stakeholders, and the firm's portfolio intelligence platform.
* Lead the design, automation, and enhancement of portfolio reporting frameworks (including iLevel or similar tools).
* Translate complex financial and KPI data into intuitive dashboards for executive and operational audiences.
* Develop bespoke analytical tools, templates, and KPI frameworks to support consistent portfolio oversight.
* Produce recurring internal and external reporting, including:
o Quarterly investor updates
o Investment Committee materials
o ILPA portfolio company metrics
* Partner with Fund Accounting and Investor Relations to ensure data integrity, consistency, and timely communication.
Valuation Governance & Oversight
* Review and challenge quarterly valuations in line with IPEV guidelines, internal policies, and industry best practice.
* Validate valuation inputs, including selection of public comps, transaction comps, and model assumptions.
* Prepare valuation committee memoranda, highlighting key movements, watch‑list assets, and areas requiring discussion.
* Lead pre‑committee briefings with the CFO and senior stakeholders.
* Manage third‑party valuation reviews, AIFM oversight, and year‑end audit processes.
* Apply DCF, DDM, and market‑based methodologies to assess valuation robustness and challenge deal team assumptions.
* Support portfolio‑level performance analysis across international funds.
Candidate Profile
* 7+ years' experience in private markets, investment management, or transaction services.
* Minimum 3 years in a portfolio monitoring or valuations function within a Private Equity firm.
* Qualified Accountant (ACA/ACCA/CIMA) required; CFA highly advantageous.
* Strong technical valuation skills and familiarity with IPEV standards.
* Advanced Excel and financial modelling capability; experience with iLevel or similar platforms preferred.
* Excellent communication skills with the ability to influence senior stakeholders.
* A proactive, solutions‑oriented mindset with the ability to build processes from the ground up.
* Comfortable operating in a fast‑paced, high‑performance environment with multiple workstreams.
What This Role Offers
* Opportunity to shape and enhance the firm's portfolio monitoring and valuation governance engine, similar to leading private markets funds in London.
* High visibility with senior leadership and cross‑functional teams.
* A collaborative culture with genuine support and autonomy to drive improvements.
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.
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