Portfolio Monitoring, PE funds

The Company

Our client is a first-tier Private Equity fund house with over AUM US$ 30B. They are investing in technology, healthcare, digital assets, and infrastructure portfolios. To cope with their business expansion, they are looking for a caliber to join their fund accounting team.

The Role

• Support information and data collection of portfolio companies, including gathering relevant financial data and operational metrics.
• Summarize collected data to provide clear insights and assist in ongoing portfolio monitoring and management committee processes.
• Utilize the gathered information to facilitate ongoing monitoring, assess performance, and effectively disseminate key information.
• Foster productive relationships with investment team members, collaborating closely to ensure efficient data collection and analysis processes.
• Continuously monitor and assess the performance of portfolio companies, identifying potential areas for improvement or risk mitigation.
• Deliver accurate and timely reports, presentations, and updates to the portfolio management committee and other stakeholders.

Your Profile

• Bachelor's degree or above in Finance/Accounting/Economics/Investment Industry.
• At least 3 years' experience in portfolio monitoring/investment analysis.
• Member of CPA/CFA is an added advantage.
• High level of multi-tasking and time management skill are required.
• Consider candidate who from Big 4 S1/S2 deal team.
• Excellent English verbal and written communication skills.

Apply Today

To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.

By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.