Portfolio Monitoring SME, - Efront Project 12m contract
Role: Portfolio Monitoring Specialist in eFront (12m Contract)
Location: London (hybrid/flexible)Contract Term: 12 months Day Rate: £600-£750
Overview A leading private equity firm is embarking on a major initiative to strengthen its portfolio monitoring framework within eFront, with a particular emphasis on semi-liquid products within its Secondaries business. To support this project, the firm is seeking a Portfolio Monitoring Subject Matter Expert who combines strong product knowledge with hands-on experience of eFront.The specialist will play a central role in shaping the design, implementation, and ongoing use of eFront's portfolio monitoring suite, while also redefining operational processes to meet the demands of a fast-growing private markets business.
What You'll Do
- Lead the development of the firm's monitoring framework for Secondaries in eFront, ensuring it is fit for purpose for semi-liquid strategies
- Guide the roll-out of eFront as the chosen portfolio monitoring platform, ensuring it integrates effectively with existing systems and workflows
- Redesign processes to improve efficiency, scalability, and data quality
- Translate business needs into clear valuation, accounting, and reporting requirements
- Act as a bridge across Finance, Operations, Technology, and Investment teams, ensuring data accuracy and process consistency
- Establish governance models, policies, and controls to underpin sustainable monitoring practices
- Contribute to testing, validation, and readiness activities to ensure smooth implementation
- Share expertise with internal teams, providing coaching and support to strengthen overall monitoring capability
What You'll Bring
- Deep technical expertise in portfolio monitoring and fund accounting across private markets
- Strong background in Secondaries and semi-liquid valuations
- Proven track record of setting up or leading portfolio monitoring functions
- Solid knowledge of fund operations, investor reporting, and performance measurement
- Hands-on implementation experience with eFront (or similar portfolio monitoring systems)
- Ability to engage senior stakeholders with credibility and influence
- Strong analytical and problem-solving skills, with an eye for detail
- Experience working in project environments and collaborating across multiple functions
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- Company
- Marks Sattin
- Location
- London, South East, England, United Kingdom
Hybrid / WFH Options - Employment Type
- Contractor
- Salary
- £650 - £750 per day
- Posted
- Company
- Marks Sattin
- Location
- London, South East, England, United Kingdom
Hybrid / WFH Options - Employment Type
- Contractor
- Salary
- £650 - £750 per day
- Posted