Portfolio Reporting Analyst - Multi-Strategy Private Equity Investment Firm

Autumnal Partners are currently partnered with a leading multi-strategy Private Equity fund seeking to appoint a Senior Associate into its Portfolio Monitoring function.

This is a highly visible role at the centre of the investment platform, working closely with deal teams, operating partners, and senior leadership to drive data‑led insight, risk oversight, and value creation across a diversified international portfolio.

The successful candidate will take ownership of portfolio intelligence, performance tracking, and valuation support, acting as a critical bridge between portfolio companies and the investment decision‑making process. The remit combines analytical depth with commercial judgement and offers genuine progression for individuals looking to build a long‑term career in private equity portfolio management.

• Lead portfolio performance monitoring, KPI frameworks, and firmwide dashboards
• Analyse quarterly and monthly portfolio company reporting, identifying trends, risks, and opportunities early
• Support valuation processes and investment committee materials
• Partner with portfolio company leadership teams to improve data quality, reporting consistency, and operational insight
• Contribute to post‑investment value creation initiatives and exit readiness
• Enhance portfolio monitoring systems, tools, and processes
• Manage and develop junior team members and represent the function internally and externally

• Qualified (CFA/ACA/ACCA/CIMA)
• Strong exposure to portfolio oversight, financial analysis, and performance reporting with a Private Equity or alternatives environment
• Advanced Excel and financial modelling capability; experience with BI and portfolio analytics tools highly advantageous
• Commercial, detail‑oriented, and comfortable engaging with senior stakeholders
• Demonstrated ability to operate in a fast‑paced, institutional investment environment