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Portfolio Associate

Portfolio Associate



An excellent opportunity has arisen for a Portfolio Associate to join an infrastructure asset management firm in London to report on the performance of a new acquired subsidiary. The successful applicant will be working within a team incorporated into senior management - reporting directly to the Senior Portfolio Manager and liaising with Senior Investors.



  • Monitor asset performance against valuation and reporting timetables
  • Create financial models to forecast asset performance 
  • Assist in the research and monitoring of potential risk or compliance issues that may affect asset performance 
  • Assist with the production of the annual and interim accounts, quarterly update statements and reports to the Fund Boards
  • Draft presentations to investors and partner groups
  • Assist in the setting up of external audit of individual funds 
  • Support the development of Junior Portfolio Analysts within the team 


  • Excellent financial modelling experience 
  • Strong communication and interpersonal skills; including the ability to present and relay information to client services' and investor relations' teams
  • Demonstrable reporting and research skills with clear attention to detail
  • Bachelor's Degree in Economics, Engineering, Mathematics or other relevant qualification 
If interested, please submit your CV to for immediate review.