Description

Vice President - Portfolio Monitoring (Private Equity) - Contract / Interim

Location: London (Hybrid) Contract: 6-12 months Day Rate: £550-£750 (via umbrella)

About the Role

A leading Private Equity firm is seeking an experienced Vice President of Portfolio Monitoring to take ownership of its portfolio reporting, valuations oversight, and performance analytics engine. This is a high‑impact role suited to a technically strong, detail‑driven professional with deep private markets experience and a builder mindset. You will partner closely with investment teams, fund finance, and senior leadership to deliver decision‑grade insights and robust valuation governance.

Key Responsibilities

Portfolio Monitoring & Reporting

• Act as the primary liaison between portfolio companies, internal stakeholders, and the firm's portfolio intelligence platform.
• Lead the design, automation, and enhancement of portfolio reporting frameworks (including iLevel or similar tools).
• Translate complex financial and KPI data into intuitive dashboards for executive and operational audiences.
• Develop bespoke analytical tools, templates, and KPI frameworks to support consistent portfolio oversight.
• Produce recurring internal and external reporting, including:
• Quarterly investor updates
• Investment Committee materials
• ILPA portfolio company metrics
• Partner with Fund Accounting and Investor Relations to ensure data integrity, consistency, and timely communication.

Valuation Governance & Oversight

• Review and challenge quarterly valuations in line with IPEV guidelines, internal policies, and industry best practice.
• Validate valuation inputs, including selection of public comps, transaction comps, and model assumptions.
• Prepare valuation committee memoranda, highlighting key movements, watch‑list assets, and areas requiring discussion.
• Lead pre‑committee briefings with the CFO and senior stakeholders.
• Manage third‑party valuation reviews, AIFM oversight, and year‑end audit processes.
• Apply DCF, DDM, and market‑based methodologies to assess valuation robustness and challenge deal team assumptions.
• Support portfolio‑level performance analysis across international funds.

Candidate Profile

• 7+ years' experience in private markets, investment management, or transaction services.
• Minimum 3 years in a portfolio monitoring or valuations function within a Private Equity firm.
• Qualified Accountant (ACA/ACCA/CIMA) required; CFA highly advantageous.
• Strong technical valuation skills and familiarity with IPEV standards.
• Advanced Excel and financial modelling capability; experience with iLevel or similar platforms preferred.
• Excellent communication skills with the ability to influence senior stakeholders.
• A proactive, solutions‑oriented mindset with the ability to build processes from the ground up.
• Comfortable operating in a fast‑paced, high‑performance environment with multiple workstreams.

What This Role Offers

• Opportunity to shape and enhance the firm's portfolio monitoring and valuation governance engine, similar to leading private markets funds in London.
• High visibility with senior leadership and cross‑functional teams.
• A collaborative culture with genuine support and autonomy to drive improvements.

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