Portfolio Associate - Valuations, Portfolio Monitoring
Posted 2 weeks ago by Aria Partners
£85,000 Per year
Undetermined
Hybrid
London Area, United Kingdom
Summary: A leading global alternatives investor is seeking a Portfolio Associate for its Private Debt team in London, focusing on valuations and portfolio monitoring. This is a rolling 6-month contract requiring expertise in valuations and portfolio monitoring for private markets funds. The role involves monitoring portfolio performance, supporting valuations, and contributing to investor reporting. The position offers hybrid working and potential for long-term career growth.
Key Responsibilities:
- Monitoring portfolio company performance and financials
- Supporting quarterly valuations using a range of methodologies
- Contributing to investor-style reporting and analysis
- Assisting on ad hoc projects including due diligence and portfolio initiatives
- Supporting ESG data tracking and reporting
Key Skills:
- 3 to 4 years+ experience in valuations and/or portfolio monitoring for alternative investments
- A background in a large global accounting and advisory firm within transaction services, valuations or corporate finance AND/OR relevant experience gained in-house within a fund
- Strong financial analysis and accounting fundamentals
- Exposure to valuations (DCF, comps, transactions) is advantageous
- Advanced Excel skills
- Progress towards CFA is a plus
- Highly analytical, detail-oriented and proactive
Salary (Rate): £85,000.00 yearly
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
A leading global alternatives investor is looking to hire a Portfolio Associate into its high-performing Private Debt team in London, with the focus of the role being valuations and portfolio monitoring. Please note this is a rolling 6 month contract requiring someone who can start by the end of May or early June and you must have a background in valuations and/or portfolio monitoring for private markets funds. This is a standout opportunity to join a well-established platform with a strong track record across European private credit, working alongside an experienced, international team on a diverse portfolio of investments.
The role You’ll play a key role in the ongoing monitoring and analysis of portfolio companies, with exposure to valuations, financial performance tracking, and broader portfolio management initiatives.
Responsibilities include:
- Monitoring portfolio company performance and financials
- Supporting quarterly valuations using a range of methodologies
- Contributing to investor-style reporting and analysis
- Assisting on ad hoc projects including due diligence and portfolio initiatives
- Supporting ESG data tracking and reporting
Your profile
- 3 to 4 years+ experience in valuations and/or portfolio monitoring for alternative investments
- A background in a large global accounting and advisory firm within transaction services, valuations or corporate finance AND/OR relevant experience gained in-house within a fund
- Strong financial analysis and accounting fundamentals
- Exposure to valuations (DCF, comps, transactions) is advantageous
- Advanced Excel skills
- Progress towards CFA is a plus
- Highly analytical, detail-oriented and proactive
This is a superb role with long term career potential to extend beyond 6 months, offering hybrid working and exposure to a range of assets and transactions across the private credit space. Salary equivalent to £75-85k on a permanent basis with some room to go a touch higher for someone exceptional.