Portfolio Monitoring and Analytics Associate, Successful Mid-Market PE Firm, Munich, Germany

When you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client Our client is a leading private equity firm, dedicated to creating value and driving growth across its portfolio of investments. With a strong team focused on entrepreneurial mindset and collaboration, they are now looking for a (Senior) Associate – Portfolio Monitoring & Analytics to join their team. This is an exciting opportunity to play a pivotal role in portfolio oversight, building tools and processes, and supporting investment transparency. The role is based in Munich, Germany. What the job involves Analysing and tracking portfolio company performance against financial plans and key performance indicators (KPIs) Managing the onboarding process for new portfolio companies and ensuring efficient ongoing data collection in close collaboration with the companies Building and maintaining portfolio monitoring dashboards, financial models, and reporting tools to enhance visibility and decision-making Providing data and insights to the deal team, assisting with reporting to internal and external stakeholders Preparing and delivering monthly, quarterly, and ad-hoc investment reports, including portfolio and valuation overviews for investment committees Compiling and maintaining company data for use in potential fundraising processes Liaising with the fund accounting team to ensure consistency of data between the accounting system and iLevel Assisting in regulatory reporting and working with external advisors and administrators to ensure compliance Handling routine and special reports on investments, portfolio performance, and market research Who we are looking for Several years of experience in audit, tax, transaction services or private equity (ideally with Big 4 or similar background) A professional accounting qualification is a plus University degree with exposure to business and analytical subjects Prior exposure to private equity, portfolio monitoring, fund reporting, or PE valuation methodologies is highly desirable Strong analytical skills Proficiency in MS Excel and willingness to become acquainted with new software tools Experience with portfolio monitoring tools and data automation is a plus Hands-on with a self-starter mentality with the ability to analyse issues and arrive to solutions independently Strong communication skills Fluent in both English and German #LI-KS1 You will be redirected to the company’s website – you must complete the application on their platform to apply.