Vor Ort

Portfolio Analyst

Lanark
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Beschreibung

Harvey Nash's Public Sector client is recruiting a Portfolio Analyst on a contract basis until September 2022, inside IR35.

The successful candidate will assume a Portfolio Analyst role that will provide project related support to an experienced team of portfolio specialists to support them in managing an exciting and varied portfolio of early-stage, high growth companies to ensure that the economic impact and commercial value is maximised.

Key Responsibilities:

  • Project support to up to 3 portfolio specialists in managing the portfolio of investments, including for example reviewing business plans, cash flows etc. for follow-on investments and helping gather relevant information for exits, consents etc.
  • Supporting the relationship management of portfolio companies, including liaising with the company, investors and partner contacts where required.
  • Monitoring and assessing the performance of investee companies through collection, collation and review of economic and financial information and data.
  • Ensure all key information and documentation, transactional or business as usual, is obtained and recorded on internal systems like SharePoint and on investment management system.
  • Co-ordination and supporting the fulfilment of ad-hoc project requests from the portfolio management team and wider

Essential Skills:

  • Educated to higher level.
  • Self-motivated with a proven ability to manage and plan time and activities.
  • Financial acumen, with good numeracy and analytical skills.
  • Strong communicator who thrives in working in a team.
  • Logical approach to problem solving, with attention to detail.
  • Ability to work to tight deadlines.

Desirable Skills:

  • A degree in a finance/business/accountancy/law/economics or related subject.
  • Experience working in a previous finance or investment role.
  • Strong IT skills, particularly in packages such as Excel, MS Teams.
  • Interest in economic development or early-stage company investment.

This role is currently remote, however travel may be required across the Central Belt in the future.

To apply for this opportunity please submit your CV. We look forward to reviewing your CV.

Start
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Dauer
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Von
Harvey Nash Plc
Standort
Lanark
Eingestellt
11.11.2021
Projekt-ID:
2248258
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