Portfolio Analytics, Valuations & Modelling Private Markets

Job title : Portfolio Analytics, Valuations & Modelling Private Markets
Location : London
Contact : Shannon Folan
Call : Shannon
Email : email Shannon
Reference : 1206404
​THE SEARCH:

Altus Partners is pleased to partner with a leading US investment management firm who are looking to bring on an analytical professional to join the portfolio management team. This business is responsible for managing a broad range of investments across a broad range of assets including real assets, private equity, private credit and mezzanine finance. They are going through an exciting growth phase and are looking to grow and develop the team in London.

The Portfolio Management teams acts as an extension to the investment and asset management teams providing analysis on their current European funds and assets. The business has a dynamic culture and the role offers the opportunity to work closely with senior execs across Europe and the US.

The business does have the capacity to sponsor in the UK.

 

THE ROLE:

The business is looking for an individual with exceptional analytical skills to join them and help to develop the portfolio management team. The business is looking for an analytical professional to join the portfolio management function and providing support for valuation, asset modeling and portfolio reporting to the European assets. The responsibilities include portfolio analytics and asset-level performance. The role will work closely with the investment teams and play a critical role in the refinancing and exits of the current assets.

Responsibilities:

  • Responsible for building, developing and updating financial models portfolios of NPLs, real estate, mezz loans and equity investments for valuations and business planning

  • Responsible for the coordination with portfolio companies and obtain asset level information from various sources

  • Liaise with the wider teams on various portfolio management scenarios, such as working with the asset management teams on exit analysis or refinancings

  • Providing critical asset analysis and reporting on both the investment and fund level

  • In-depth industry, market, and asset sector research and analysis to be provided directly to internal and external stakeholders

  • Responsible for the oversight of communication with the investors to respond to questions and provide supporting analysis documentation

  • Supporting the wider team in ad hoc requests or special projects

  • Sporadic travel across Europe

THE REQUIREMENTS:
  • Strong proficiency in financial cash flow modelling

  • Qualified accountant is preferred but not essential

  • Experience in the alternative investments space, real estate or debt is preferred

  • Strong analytical and quantitative skills

  • Strong MS office, particularly Microsoft Excel skills required

  • Excellent communication, problem-solving and interpersonal skills