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Our client is seeking a high-calibre Portfolio Value Creation Specialist with deep financial expertise and a strong track record in transaction services to join their Portfolio Operations team. This dual-facing role supports both post-acquisition value creation initiatives and pre-investment transaction processes. The ideal candidate will bring rigorous financial due diligence experience, strong commercial judgment, and the ability to work hands-on with portfolio companies to unlock financial performance. This is a critical role interfacing with both investment teams and portfolio leadership to drive value across the deal lifecycle.
Key Responsibilities
Pre-Investment (Deal Support):
- Support financial due diligence and operational assessments during the investment process, working alongside investment professionals and external advisors.
- Evaluate target company finance functions, systems, and reporting maturity to identify opportunities and risks.
- Contribute to investment committee materials by articulating finance-related value creation levers and execution feasibility.
- Assist in integration planning, particularly around finance and reporting systems.
Post-Investment (Value Creation):
- Partner with portfolio company CFOs and finance teams to identify and execute financial value creation initiatives across budgeting, forecasting, working capital, and reporting.
- Lead post-close diagnostics to define financial improvement priorities and 100-day action plans.
- Drive enhancements in management reporting, cash flow visibility, and performance tracking.
- Support ERP and financial systems upgrades to enable scalability and control.
- Evaluate and improve finance function capabilities, including team structure, process effectiveness, and KPIs
What We're Looking For:
- 7–10 years' experience, ideally starting in Big 4 Transaction Services / Deal Advisory
- Exposure to private equity clients or value creation initiatives
- Deal team professionals interested into pivoting into a value creation
- ACCA-qualified or similar is a plus
- Willing to work on-site in London 4+ days/week
Why This Role:
- Be part of a high-performing and collaborative team
- Work directly with investment professionals and leadership
- Shape outcomes across a diverse and growing portfolio
- Accelerate your career in private equity operations