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SalaryWe 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.
A Family office, investing in private equity funds are looking to welcome a Portfolio Associate into their team. This is a newly curated role due to growth and is the perfect role for someone who has been in a similar position.
They are looking to offer the successful candidate up to £70,000 as well as great benefits and bonus’.
Your Role
- Supporting the team with portfolio monitoring, looking at cash- flow projections and forecasting
- Be responsible for producing various reports
- Identifying trends and patterns in date that can provide insight for the wider team
- Liaising with third party fund administrators
- Working collaborative with the investment team
- Ad hoc work for the wider business
- Prior experience in a similar role in private equity at a fund manager is desirable
- Having an understanding of private equity to then be able to create thoughtful analysis is key
- A good communicator who is keen to get stuck in and work in a team as well as independently
- Knowledge of programming like VBA, Python, Matlab, C++ and SQL is desirable not essential
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.
