Client Portfolio Analyst/Manager
- Recruiter
- Axon Moore Group LTD
- Location
- Manchester
- Salary
- £40000 - £45000 per annum
- Posted
- 15 Sep 2019
- Closes
- 22 Sep 2019
- Ref
- SM/33218/AXON
- Contact
- Sam MacKenzie
- Job Title
- Financial Planning and Analysis
- Category
- Banking and Financial Services
- Experience Levels
- Manager
- Contract Type
- Permanent
- Hours
- Full Time
Client Portfolio Analyst/Manager | Private Equity House | Manchester City Centre
Axon Moore are exclusively representing one of the North’s most exciting private equity houses as they look to appoint a high calibre, recently qualified candidate in an Client Portfolio Analyst/Manager role.
Following a period of significant fundraising and investment the Relationship Director of the client portfolio has created a new role in anticipation of significant growth activity and is looking for a deputy to partner with key clients from their ever-growing portfolio, mainly the MDs and FDs, in order to help develop relationships, drive performance and growth, provide oversight and share best practices across the portfolio.
The role will be dynamic and varied, but the successful candidate will undertake the following responsibilities:
If this exciting role sounds of interest, please apply accordingly and successful candidates will be provided with further information.
Axon Moore are exclusively representing one of the North’s most exciting private equity houses as they look to appoint a high calibre, recently qualified candidate in an Client Portfolio Analyst/Manager role.
Following a period of significant fundraising and investment the Relationship Director of the client portfolio has created a new role in anticipation of significant growth activity and is looking for a deputy to partner with key clients from their ever-growing portfolio, mainly the MDs and FDs, in order to help develop relationships, drive performance and growth, provide oversight and share best practices across the portfolio.
The role will be dynamic and varied, but the successful candidate will undertake the following responsibilities:
- Preparation of reporting and analysis for a portfolio of companies to evaluate performance
- Provision of internal MI and analysis to senior management to aid decision making with regards to future client deals
- Business Development
- Liaison with, and challenging assumptions of the client (including FDs & MDs)
- Provide value-adding recommendations to board level on strategic decision making within the client portfolio
- Qualified accountant (0-5yrs)
- Experience within Corporate Finance, Transaction Services, Restructuring or Valuations would be an advantage, although not essential
- Ability to challenge and advise senior stakeholders within a rapidly moving environment
- Strong analytical skills and commercial instincts
- Excellent MS Excel and PowerPoint capability
If this exciting role sounds of interest, please apply accordingly and successful candidates will be provided with further information.