Investment Portfolio Analyst
1 week ago
Job Title: Portfolio Monitoring
About the Role:
We are seeking an experienced Investment Portfolio Analyst to join our Portfolio Monitoring team. In this role, you will be responsible for monitoring and analyzing the financial performance of private and public companies owned by Private Equity funds across the globe. Your role will involve reading, interpreting, and analyzing financial statements to derive insights and create analytical reports to support client investment decision-making.
Key Responsibilities:
- Capturing and reviewing financial data of private and public companies owned by Private Equity funds
- Creating and maintaining analytical reports, including ad-hoc analysis, for clients to support their investment decisions
- Coordinating with other teams to obtain necessary information and communicating with clients on the status of tasks
- Searching for and procuring information about global companies using various methods, techniques, and sources
- Providing product demos to prospective and existing clients and assisting in new business wins
Requirements:
- Post-graduate degree or equivalent in a relevant field
- 1-10 years of experience in financial services, preferably in management reporting or operational finance
- Strong research and analytical skills, including critical thinking and ability to integrate various data and information in analysis
- Ability to work independently and prioritize tasks to meet deadlines
- Experience working in a team environment and managing multiple projects simultaneously
- Effective written and verbal communication skills to articulate analysis and findings
- Advanced understanding of MS Excel, Word, and PowerPoint
What We Offer:
At Apex Group, we offer a unique opportunity to work with a pioneering product and contribute to the development and delivery of a cutting-edge service. You will have significant day-to-day responsibility and the opportunity to demonstrate your skills and abilities. We also offer learning opportunities across various skills and topics and the chance to work with a highly respected multinational organisation in the financial sector.
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