Fund Analyst - Private Equity - London

at  TwentyAI

London, England, United Kingdom -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate24 Apr, 2025Not Specified24 Jan, 2025N/APresentation SkillsNoNo
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Description:

O
Posted by
Oliver Meiklejohn
Recruiter
twentyAI are excited to be partnered with a prestigious Private Equity firm who are looking for a Fund Analyst to join their portfolio management team.
We are currently working with an exciting, sustainability-focused private equity firm that is looking for a qualified accountant to join them as a Fund Analyst. This is a newly created role, which will involve working with senior stakeholders both within the fund and the portfolio companies (PortCos) to ensure best practices and provide valuable guidance.
This position offers a broad scope, with opportunities to add value across numerous areas of the business. The team is particularly focused on leveraging PowerBI and automation tools, so experience in this area would be highly desirable.
The business has developed templates for portfolio monitoring over the past eighteen months, including KPIs and forecasts, which are integrated into PowerBI. You’ll be expected to review and analyse both incoming and outgoing data. You’ll need to assess and interrogate financial statements, as well as manage relationships with C-Suite individuals.

REQUIREMENTS:

  • Qualified accountant
  • Experience working with a broad range of companies and reporting standards
  • Experience with PowerBI would be a plus
  • Ability to engage with senior stakeholders
  • Strong analytical and presentation skills
  • Dynamism and enthusiasm
  • Curious mindset

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

London, United Kingdom