Portfolio Analyst
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Job Location:
Yearly Salary:
Posted on:
31-10-2025
Vacancies:
1 Vacancy
Job Summary
Job Description
Role: Portfolio Analyst
An exciting senior leadership opportunity within a pan-European investment and asset management platform. This role is focused on portfolio oversight financial asset management and strategic initiatives across capital relations finance and private credit. It combines analytical depth with investor engagement and cross-functional collaboration.
About the Firm
A privately held investment manager operating across multiple European markets with offices in key financial hubs. The firm invests across high-conviction strategies and diverse asset classes driven by a strong entrepreneurial spirit and a commitment to delivering exceptional outcomes for investors and stakeholders.
About the role
Portfolio Management
Lead the preparation of investor reporting and performance updates
Integrate financial and real estate insights across teams
Maintain and evolve portfolio and fund models
Conduct performance analysis and deliver strategic recommendations
Present insights to investors and senior stakeholders
Capital Relations
Support leadership in capital raising and investor communications
Prepare investment credentials and maintain track record documentation
Research emerging investment products and platform opportunities
Finance & Transactions
Collaborate with finance teams on portfolio-level operations
Develop expertise in deal-level financial structures
Assist in acquisitions sales refinancing and other transactions
Support strategic tax planning related to deals
Loan Management
Help manage a senior loan book portfolio
Maintain relationships with lending partners
Prepare lender reports and engage in regular dialogue
About You
ACA qualified with experience from a leading accounting firm in lead advisory transaction services or financial modelling
Advanced financial modelling skills with a strong grasp of Excel-based project finance models
Excellent communication skills in English (written and verbal) with confidence engaging senior stakeholders
Highly proficient in Microsoft Excel comfortable working with complex financial models
Thrive in fast-paced entrepreneurial environments where initiative and ownership are valued
Naturally curious and adaptable with a commitment to continuous learning and growth
Required Experience:
IC
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
