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Analyst, Investment Firm

£150 - £180 per day

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Are you an analyst with experience in private equity or financial services? We want to hear from you!

Our client invests in service-oriented companies in high-growth sectors of the UK mid-market including healthcare, education, business services and technology. This company specialises in spotting opportunities for long-term growth in changing markets and draws on that experience to build fast-growing, resilient companies.

Having recently closed a large fund, they are looking to fundraise again once more. In order to do so, our client will need to put forward a valuation framework to potential investors and is looking for an experienced Analyst to manage and organise data containing information on their current portfolio businesses.

Key responsibilities:

  • Collate and consolidate all the databooks into Excel on each of the portfolio businesses.
  • Evaluate and reconcile all the data against previous records to present an updated valuation framework.
  • Work alongside Katie and the team putting together a strategy before going out to fundraise.


  • Excellent analytical skills (Excel – VLOOKUP’s and Pivot tables)
  • Experience in financial services or private equity
  • Experience consolidating and reconciliation financial data books ahead of presenting an updated valuation model.
  • Excellent presentation skills


  • Duration: 1 month (18th March – 19th April)
  • Day Rate: £150 PAYE / £180 limited company
  • Location: London – Offices in Covent Garden

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