Portfolio reporting and monitoring- global private equity fund- London based

Project status
Project start date
Project posted
16 Jan 2019 16:27
Project duration (approx.)
6.0 Months
Budget (approx.)
£80000 (fixed cost)
Level of Experience
Area of expertise
Analyst / Research
Consultant location
United Kingdom

Objectives and Key Deliverables

A leading private equity fund is looking to change the way portfolio reporting and monitoring is undertaken. Currently, investment associates are given this task but they would like to create a better process to free up time for them to focus on new investments where they are able to maximise their abilities.

Whilst a longer term solution is worked out, they would like to bring on an interim resource who will be responsible for:
Compiling company financial data
Responding to requests from portfolio companies for ad hoc analysis
The role will progressively take over more analysis from the investment professionals and would likely be in place for an initial 6 month period.

Our ideal candidate would be someone with 6-8 years’ experience working within the Big 4 with a combination of audit and consulting work.

Available actions

You must have an account to be able to apply for projects.

Register as a consultant

Already have an account? Log in

Looking for a consultant?

Post a project and have consultants apply

Post a project

About Talmix

Talmix is an online market place for consultants to connect with clients for projects such as market research, due diligence, competitive analysis, strategic business planning, and organisational reviews.

  • 35,000+ consultants
  • 150+ countries
  • 100+ sectors
Why Talmix >