This is a high-impact role supporting businesses throughout the investment lifecycle — from transaction execution and post-acquisition integration through to performance improvement and value realisation.
The Opportunity
You will work closely with the deal teams and portfolio company management teams to strengthen financial performance, improve decision-making and deliver value-creation initiatives.
The role will provide exposure across a broad range of financial and operational priorities, including transaction support, financial planning, performance management, cash flow optimisation and governance.
Key Responsibilities
- Support portfolio companies throughout the investment lifecycle, partnering with deal teams and portfolio management on financial planning, performance tracking and value-creation initiatives.
- Support transaction-related workstreams, including financial due diligence, integration planning and post-deal financial stabilisation.
- Lead and enhance budgeting, forecasting and KPI frameworks, providing management teams and investment professionals with clear visibility over business performance.
- Partner with management teams on cash flow management, capital allocation, working capital and cost optimisation.
- Identify opportunities to improve financial performance, reporting and operational discipline across portfolio companies.
- Coordinate with external advisors, including auditors, tax and accounting specialists and consultants, to ensure robust financial processes, controls and governance.
- Support portfolio company leadership teams in developing scalable finance functions, reporting infrastructure and decision-support capabilities.
- Provide analysis and insights to investment and portfolio management teams to support informed decision-making throughout the investment lifecycle.
You will ideally have:
- Experience in private equity, transaction advisory, financial due diligence, corporate finance, FP&A, portfolio operations or a similar environment.
- Strong financial modelling, budgeting, forecasting and analytical capabilities.
- Experience working with senior management and/or investment teams.
- A strong understanding of cash flow, working capital, financial controls and business performance.
- The ability to translate financial analysis into practical commercial recommendations.
- Excellent communication and stakeholder management skills.
- A hands-on, pragmatic approach and the ability to operate effectively across multiple portfolio companies and workstreams.
