Portfolio Analyst

Portfolio Analyst

Full-Time 39500 - 50000 £ / year (est.) Home office (partial)
Atomic Weapons Establishment

At a Glance

  • Tasks: Deliver insightful reports and analyse portfolio performance to optimise success.
  • Company: Dynamic organisation located between Reading and Basingstoke with a focus on innovation.
  • Benefits: Enjoy a 9-day working fortnight, generous leave, and a market-leading pension scheme.
  • Other info: Flexible working options and commitment to diversity and inclusion.
  • Why this job: Make a real impact by providing trusted insights to senior stakeholders.
  • Qualifications: Graduate level qualification and strong analytical skills required.

The predicted salary is between 39500 - 50000 £ per year.

Location: RG7 4PR, between Reading and Basingstoke, with free onsite parking.

Package: £39,500-£50,000.

Working pattern: 9‑day working fortnight. Flexible working requests considered.

Responsibilities

  • Deliver high‑quality executive reporting with clear, actionable insights.
  • Ensure portfolio data, reporting outputs and management information are accurate and reliable.
  • Analyse portfolio, programme, and project performance data to monitor key activities, plans, budgets, risks, issues, dependencies and inter‑dependencies.
  • Develop predictive analytics, identifying trends, risks and opportunities to optimise performance.
  • Provide trusted advice and insight to senior stakeholders, interpreting complex information and engaging proactively with programme and project teams.

Qualifications & Experience

  • Graduate level qualification or equivalent demonstrable experience.
  • Project Management qualification such as Managing Successful Programmes, Management of Risk, Managing Portfolios, APM Project Planning, Monitoring & Control.
  • Exceptional attention to detail and data accuracy.
  • Strong analytical capability with large‑scale datasets.
  • Skilled communicator capable of tailoring messaging for senior leaders.
  • Experience in project, programme or portfolio management environments.
  • Advanced Microsoft 365 proficiency, including Excel, PowerBI and PowerApps.
  • Understanding of emerging technologies, data analytics, and reporting best practices.

Security & Citizenship Requirement

This role requires active security clearance. Applicants must be a British Citizen and have lived in the UK for at least 5 years to obtain Security Clearance and 10 years for Defence Vetting.

Benefits

  • 9‑day working fortnight – every other Friday off.
  • 270 hours annual leave.
  • Market‑leading pension scheme (9%‑13% contribution).
  • Family friendly policies – 39 weeks maternity leave, 4 weeks paternity leave.
  • Professional development funding and membership support.
  • Employee Assistance Programme and Occupational Health Services.
  • Life Assurance (equivalent to 4×annual salary).
  • Discounts on everyday spending.
  • Special leave policy: paid time off for volunteering, public service and caring.
  • Hybrid working: 2‑3 days onsite per week (informal, non‑contractual).

Equality and Diversity

We encourage diverse applicants and remain committed to a culture of openness and inclusion.

Portfolio Analyst employer: Atomic Weapons Establishment

As a Portfolio Analyst at our company, you will thrive in a supportive and inclusive work environment located conveniently between Reading and Basingstoke. We offer a unique 9-day working fortnight, allowing for a better work-life balance, alongside generous benefits such as extensive annual leave, a market-leading pension scheme, and professional development opportunities. Our commitment to employee well-being is reflected in our family-friendly policies and hybrid working options, making us an excellent employer for those seeking meaningful and rewarding careers.

Atomic Weapons Establishment

Contact Details:

Atomic Weapons Establishment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio Analyst

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Atomic Weapons Establishment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Portfolio Analyst

Executive Reporting
Data Accuracy
Analytical Capability
Predictive Analytics
Stakeholder Engagement
Project Management
Attention to Detail

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Atomic Weapons Establishment.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Atomic Weapons Establishment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Atomic Weapons Establishment

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Atomic Weapons Establishment.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Atomic Weapons Establishment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Atomic Weapons Establishment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.