The Firm
An exciting opportunity has arisen within a leading global private markets investment manager for a finance professional to step into a high impact role that bridges investment operations, valuation oversight and reporting for a sophisticated portfolio of direct private equity investments.
You will collaborate closely with investment, finance and technology teams to ensure best-in-class reporting, valuation governance and strategic portfolio insight.
This is a rare opportunity to join a high performing global investment platform in a role that offers visibility, responsibility and room for strategic contribution.
Key Responsibilities
Portfolio Reporting & Analytics
* Lead the development and delivery of internal and external portfolio reports, performance dashboards and investor updates
* Monitor financial and operational KPIs across direct PE investments and ensure reporting accuracy and consistency
* Drive automation and standardisation of data collection, reporting workflows and reconciliation processes
Valuation Support & Oversight
* Support quarterly and annual valuation cycles in collaboration with investment teams and external valuation advisors
* Review and enhance valuation models (DCF, comps, transaction multiples), ensuring compliance with internal fair value frameworks
* Act as a key contact for audit and valuation review processes
Platform Development & Strategic Initiatives
* Contribute to the build-out of operational processes and reporting tools to support scale and efficiency
* Work with technology partners to implement and refine data, reporting and valuation systems
* Mentor junior colleagues and promote knowledge-sharing within the operations team
Process & Stakeholder Coordination
* Manage portfolio company data collection and validation, supporting accurate reporting and timely decision-making
* Collaborate with fund administrators, auditors and tax advisors to support fund operations
* Respond to investor-related queries and ensure timely, high-quality information flow
Requirements
* Bachelor’s or Master’s degree in Finance, Accounting or a related discipline
* 4–7 years of experience in private equity operations, valuations, or investment reporting, ideally with exposure to direct investments
* Deep understanding of PE fund structures and valuation methodologies
* Highly proficient in Excel and PowerPoint; experience with BI tools (e.g. Power BI), Snowflake or Anaplan is advantageous.
* Excellent communication skills, stakeholder management ability, and a proactive mindset
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