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For Companies At a Glance
- Tasks: As a Portfolio Analyst, you'll track queries, analyse invoices, and ensure data accuracy.
- Company: Join a dynamic company in Chichester offering hybrid work and growth opportunities.
- Benefits: Enjoy a competitive salary, bonuses, and career progression in a supportive environment.
- Why this job: This role offers hands-on experience, teamwork, and the chance to make a real impact.
- Qualifications: We're looking for proactive, organised individuals with strong communication skills.
- Other info: Perfect for high school and college students eager to kickstart their careers!
The predicted salary is between 21000 - 30000 £ per year.
Job Title: Portfolio Analyst
Location: Chichester / Hybrid
Role: Full-time Permanent
Salary: 24,570 plus bonus and career progression opportunities
Main Responsibilities
- Represent the customer by holding retailers accountable and tracking the resolution of open queries in Company Software.
- Develop a detailed understanding of tariffs and charging methodologies to analyze invoices within SLA.
- Maintain high data accuracy and ensure robust data quality as a Data Steward.
Key Tasks
- Interrogate invoices to verify accuracy, challenge discrepancies, and track resolution through the billing query process.
- Regularly review and reconcile data between the company CRM and the central market, investigating and correcting disparities.
- Analyze variances and trends, providing insights internally and to customers.
- Validate paper and electronic billing to ensure customer contract SLAs are met.
- Develop knowledge of market structure and tariffs to identify savings opportunities and assess the impact of updates.
- Complete payment files in branded format within agreed timeframes to facilitate timely payments.
- Update CRM data regularly, collaborating with analysts to maintain high data quality.
- Challenge retailers on invoice inaccuracies and monitor resolution progress.
- Provide updates to team members and manage incoming queries from customers, retailers, and other sources promptly and professionally within SLAs.
- Respond to inbound calls politely and professionally.
- Meet regularly with the Account Management Team, follow up on action points, and communicate progress.
- Collaborate proactively with the Operations Team and support onboarding of new customers.
- Identify and support project opportunities within the Operations Team.
Ideal Candidate Attributes
- Proactive, efficient, and meticulous.
- Commercially aware and highly organized.
- Strong communicator with a focus on accuracy and diligence.
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Portfolio Analyst employer: Solid Recruitment
Contact Detail:
Solid Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Portfolio Analyst, especially around data accuracy and invoice interrogation. Understanding these areas will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the industry, particularly those who work in finance or data analysis roles. This can provide you with insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your communication skills, as this role requires regular interaction with customers and retailers. Practising how to articulate complex information clearly can set you apart.
✨Tip Number 4
Stay updated on market trends and tariff structures relevant to the role. Showing that you are proactive about learning can impress potential employers and demonstrate your commitment.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Portfolio Analyst position. Understand the key responsibilities and ideal candidate attributes to tailor your application accordingly.
Tailor Your CV: Highlight relevant experience and skills in your CV that align with the responsibilities of the Portfolio Analyst role. Emphasise your attention to detail, data accuracy, and any experience with invoicing or customer queries.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples from your past experiences that demonstrate your proactive nature and strong communication skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Portfolio Analyst position.
How to prepare for a job interview at Solid Recruitment
✨Understand the Role
Make sure you have a solid grasp of what a Portfolio Analyst does. Familiarise yourself with key responsibilities like tracking billing queries and maintaining data accuracy. This will help you answer questions confidently and show your genuine interest in the position.
✨Showcase Your Analytical Skills
Prepare examples from your past experiences where you've successfully analysed data or resolved discrepancies. Highlight your ability to interrogate invoices and provide insights, as these are crucial for the role.
✨Communicate Clearly
As a Portfolio Analyst, strong communication is key. Practice articulating your thoughts clearly and professionally. Be ready to discuss how you would handle customer queries and collaborate with team members effectively.
✨Demonstrate Proactivity
The ideal candidate is proactive and efficient. Think of instances where you've taken the initiative to solve problems or improve processes. Sharing these examples will illustrate that you embody the qualities they are looking for.
