74 Developing Financial Strategies jobs in London

Analyst, Portfolio Management

Location: London Knightsbridge, 5 days a week

Reporting to: Calum Hulme - Managing Director – Investor Relations

About the Role

This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.

We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.

Key Responsibilities:

Investor Relations

• Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
• Manage relationships with lenders, providing updates and analysis as required.

Investor Reporting

• Prepare quarterly written investment updates on asset business plans.
• Produce quarterly market updates covering capital markets and relevant property market activity.

Fund & Portfolio Management

• Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
• Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
• Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
• Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
• Drive operational improvements, including the use of AI to enhance reconciliations and reporting.

Corporate Development

• Support fundraising efforts for new discretionary funds and separate accounts.
• Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
• Review acquisition materials and cash flow models with the deal team.

Key Skills & Experience:

• Minimum of three years experience in commercial real estate / private equity
• Strong financial acumen and analytical skills.
• Excellent written and verbal communication skills.
• Proficiency in Excel and financial modelling.
• Problem-solving mindset with the ability to think logically and commercially.
• Ability to work autonomously and manage multiple priorities in a fast-moving environment.
• Flexibility and adaptability to support various business needs as required.
• Strong attention to detail and a proactive approach to learning and development.

Summary:

This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.

Benefits:

• 25 days holiday + bank holidays
• PMI and Healthcare Cash Plan
• 5% Company Pension Contribution
• 3x Life Assurance
• Cycle to work scheme
• Discretionary bonus

Interview Process:

• 1st Stage screening call with TA
• Modelling test
• 2nd stage Interview with Hiring Manager
• Final stage Interview with Board

Company Values:

• Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards

• Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame

• Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions

• Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential

• Action This Day | We never put off anything until tomorrow that can be done today

Agency Notice

We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.

Analyst, Portfolio Management

Location: London Knightsbridge, 5 days a week

Reporting to: Calum Hulme - Managing Director – Investor Relations

About the Role

This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.

We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.

Key Responsibilities:

Investor Relations

• Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
• Manage relationships with lenders, providing updates and analysis as required.

Investor Reporting

• Prepare quarterly written investment updates on asset business plans.
• Produce quarterly market updates covering capital markets and relevant property market activity.

Fund & Portfolio Management

• Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
• Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
• Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
• Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
• Drive operational improvements, including the use of AI to enhance reconciliations and reporting.

Corporate Development

• Support fundraising efforts for new discretionary funds and separate accounts.
• Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
• Review acquisition materials and cash flow models with the deal team.

Key Skills & Experience:

• Minimum of three years experience in commercial real estate / private equity
• Strong financial acumen and analytical skills.
• Excellent written and verbal communication skills.
• Proficiency in Excel and financial modelling.
• Problem-solving mindset with the ability to think logically and commercially.
• Ability to work autonomously and manage multiple priorities in a fast-moving environment.
• Flexibility and adaptability to support various business needs as required.
• Strong attention to detail and a proactive approach to learning and development.

Summary:

This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.

Benefits:

• 25 days holiday + bank holidays
• PMI and Healthcare Cash Plan
• 5% Company Pension Contribution
• 3x Life Assurance
• Cycle to work scheme
• Discretionary bonus

Interview Process:

• 1st Stage screening call with TA
• Modelling test
• 2nd stage Interview with Hiring Manager
• Final stage Interview with Board

Company Values:

• Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards

• Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame

• Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions

• Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential

• Action This Day | We never put off anything until tomorrow that can be done today

Agency Notice

We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.

Role: Vice President – Portfolio Management

An exciting senior leadership opportunity within a pan-European investment and asset management platform. This role is focused on portfolio oversight, financial asset management, and strategic initiatives across capital relations, finance, and private credit. It combines analytical depth with investor engagement and cross-functional collaboration.

About the Firm

A privately held investment manager operating across multiple European markets, with offices in key financial hubs. The firm invests across high-conviction strategies and diverse asset classes, driven by a strong entrepreneurial spirit and a commitment to delivering exceptional outcomes for investors and stakeholders.

About the role

Portfolio Management

• Lead the preparation of investor reporting and performance updates

• Integrate financial and real estate insights across teams

• Maintain and evolve portfolio and fund models

• Conduct performance analysis and deliver strategic recommendations

• Present insights to investors and senior stakeholders

Capital Relations

• Support leadership in capital raising and investor communications

• Prepare investment credentials and maintain track record documentation

• Research emerging investment products and platform opportunities

Finance & Transactions

• Collaborate with finance teams on portfolio-level operations

• Develop expertise in deal-level financial structures

• Assist in acquisitions, sales, refinancing, and other transactions

• Support strategic tax planning related to deals

Loan Management

• Help manage a senior loan book portfolio

• Maintain relationships with lending partners

• Prepare lender reports and engage in regular dialogue

About You

• ACA qualified, with experience from a leading accounting firm in lead advisory, transaction services, or financial modelling

• Advanced financial modelling skills, with a strong grasp of Excel-based project finance models

• Excellent communication skills in English (written and verbal), with confidence engaging senior stakeholders

• Highly proficient in Microsoft Excel, comfortable working with complex financial models

• Thrive in fast-paced, entrepreneurial environments where initiative and ownership are valued

• Naturally curious and adaptable, with a commitment to continuous learning and growth

REF: SK53802

Job Title: Vice President - Portfolio Analytics

Industry: Private Equity

Employment Type: Permanent

Location: London

Salary Guide: £90,000 + bonus

Our client is a leading global investment management group. The firm's European private equity business is a well-established and mainstream investor, with several billion Euros in AUM and an excellent track record. As part of the continued growth of the firm, our client is strengthening its commitment to driving value within its portfolio companies through developing its investment reporting & analytics process to help achieve deeper insights and better information to guide decision-making.

We are recruiting a Vice President - Portfolio Analytics to manage a small team. Key responsibilities will include:

• Playing a lead role in analysing all aspects of fund performance, ensuring analytics can deep dive into performance at firm, fund and investment level and also be analysed by geography, investment strategy, investor and other categories
• Reviewing performance calculations prepared by the team
• Preparing fund modelling to support investment lifecycle events
• Supporting the privatr equity valuation process
• Building excellent internal relationships to ensure effective collaboration - you will work closely with the investment team, investor relations, and the management team
• Leading, mentoring and developing a small team

The successful candidate will be a fully qualified ACA. You will have at least 5 years' post-qualification experience in a Portfolio Reporting & Analysis role within an investment management firm or in a 'Big 4' Manager/Senior Manager role in Deal Advisory, Transaction Services or similar.

Apply

To apply for this role, please use the apply button.

Please note that due to the expected volume of applications, we will only be able to respond to those candidates whose experience closely matches the requirements of our client. We are sorry, but if you have not heard from us within the next ten days, please assume you have been unsuccessful on this occasion.

Role: Vice President – Portfolio Management

An exciting senior leadership opportunity within a pan-European investment and asset management platform. This role is focused on portfolio oversight, financial asset management, and strategic initiatives across capital relations, finance, and private credit. It combines analytical depth with investor engagement and cross-functional collaboration.

About the Firm

A privately held investment manager operating across multiple European markets, with offices in key financial hubs. The firm invests across high-conviction strategies and diverse asset classes, driven by a strong entrepreneurial spirit and a commitment to delivering exceptional outcomes for investors and stakeholders.

About the role

Portfolio Management

• Lead the preparation of investor reporting and performance updates

• Integrate financial and real estate insights across teams

• Maintain and evolve portfolio and fund models

• Conduct performance analysis and deliver strategic recommendations

• Present insights to investors and senior stakeholders

Capital Relations

• Support leadership in capital raising and investor communications

• Prepare investment credentials and maintain track record documentation

• Research emerging investment products and platform opportunities

Finance & Transactions

• Collaborate with finance teams on portfolio-level operations

• Develop expertise in deal-level financial structures

• Assist in acquisitions, sales, refinancing, and other transactions

• Support strategic tax planning related to deals

Loan Management

• Help manage a senior loan book portfolio

• Maintain relationships with lending partners

• Prepare lender reports and engage in regular dialogue

About You

• ACA qualified, with experience from a leading accounting firm in lead advisory, transaction services, or financial modelling

• Advanced financial modelling skills, with a strong grasp of Excel-based project finance models

• Excellent communication skills in English (written and verbal), with confidence engaging senior stakeholders

• Highly proficient in Microsoft Excel, comfortable working with complex financial models

• Thrive in fast-paced, entrepreneurial environments where initiative and ownership are valued

• Naturally curious and adaptable, with a commitment to continuous learning and growth

REF: SK53802

Job Title: Vice President - Portfolio Analytics

Industry: Private Equity

Employment Type: Permanent

Location: London

Salary Guide: £90,000 + bonus

Our client is a leading global investment management group. The firm's European private equity business is a well-established and mainstream investor, with several billion Euros in AUM and an excellent track record. As part of the continued growth of the firm, our client is strengthening its commitment to driving value within its portfolio companies through developing its investment reporting & analytics process to help achieve deeper insights and better information to guide decision-making.

We are recruiting a Vice President - Portfolio Analytics to manage a small team. Key responsibilities will include:

• Playing a lead role in analysing all aspects of fund performance, ensuring analytics can deep dive into performance at firm, fund and investment level and also be analysed by geography, investment strategy, investor and other categories
• Reviewing performance calculations prepared by the team
• Preparing fund modelling to support investment lifecycle events
• Supporting the privatr equity valuation process
• Building excellent internal relationships to ensure effective collaboration - you will work closely with the investment team, investor relations, and the management team
• Leading, mentoring and developing a small team

The successful candidate will be a fully qualified ACA. You will have at least 5 years' post-qualification experience in a Portfolio Reporting & Analysis role within an investment management firm or in a 'Big 4' Manager/Senior Manager role in Deal Advisory, Transaction Services or similar.

Apply

To apply for this role, please use the apply button.

Please note that due to the expected volume of applications, we will only be able to respond to those candidates whose experience closely matches the requirements of our client. We are sorry, but if you have not heard from us within the next ten days, please assume you have been unsuccessful on this occasion.