Vice President - Portfolio Monitoring (Private Equity) - Contract / Interim
Location: London (Hybrid) Contract: 6-12 months Day Rate: £550-£750 (via umbrella)
About the Role
A leading Private Equity firm is seeking an experienced Vice President of Portfolio Monitoring to take ownership of its portfolio reporting, valuations oversight, and performance analytics engine. This is a high-impact role suited to a technically strong, detail-driven professional with deep private markets experience and a builder mindset. You will partner closely with investment teams, fund finance, and senior leadership to deliver decision-grade insights and robust valuation governance.
Key Responsibilities
Portfolio Monitoring & Reporting
*Act as the primary liaison between portfolio companies, internal stakeholders, and the firm’s portfolio intelligence platform.
*Lead the design, automation, and enhancement of portfolio reporting frameworks (including iLevel or similar tools).
*Translate complex financial and KPI data into intuitive dashboards for executive and operational audiences.
*Develop bespoke analytical tools, templates, and KPI frameworks to support consistent portfolio oversight.
*Produce recurring internal and external reporting, including: *Quarterly investor updates
*Investment Committee materials
*ILPA portfolio company metrics

*Partner with Fund Accounting and Investor Relations to ensure data integrity, consistency, and timely communication.
Valuation Governance & Oversight
*Review and challenge quarterly valuations in line with IPEV guidelines, internal policies, and industry best practice.
*Validate valuation inputs, including selection of public comps, transaction comps, and model assumptions.
*Prepare valuation committee memoranda, highlighting key movements, watch-list assets, and areas requiring discussion.
*Lead pre-committee briefings with the CFO and senior stakeholders.
*Manage third-party valuation reviews, AIFM oversight, and year-end audit processes.
*Apply DCF, DDM, and market-based methodologies to assess valuation robustness and challenge deal team assumptions.
*Support portfolio-level performance analysis across international funds.
Candidate Profile
*7+ years’ experience in private markets, investment management, or transaction services.
*Minimum 3 years in a portfolio monitoring or valuations function within a Private Equity firm.
*Qualified Accountant (ACA/ACCA/CIMA) required; CFA highly advantageous.
*Strong technical valuation skills and familiarity with IPEV standards.
*Advanced Excel and financial modelling capability; experience with iLevel or similar platforms preferred.
*Excellent communication skills with the ability to influence senior stakeholders.
*A proactive, solutions-oriented mindset with the ability to build processes from the ground up.
*Comfortable operating in a fast-paced, high-performance environment with multiple workstreams.
What This Role Offers
*Opportunity to shape and enhance the firm’s portfolio monitoring and valuation governance engine, similar to leading private markets funds in London.
*High visibility with senior leadership and cross-functional teams.
*A collaborative culture with genuine support and autonomy to drive improvements.
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