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- Tasks: Analyse and report on sustainable infrastructure investments, enhancing portfolio insights.
- Company: Join a high-growth boutique PE Fund focused on sustainable infrastructure.
- Benefits: Competitive salary, performance bonuses, and opportunities for professional growth.
- Why this job: Make a real impact in sustainable finance while developing your analytical skills.
- Qualifications: ACA qualified or equivalent with strong financial modelling experience.
- Other info: Great entry point for those passionate about portfolio analytics and sustainability.
The predicted salary is between 60000 - 84000 £ per year.
Autumnal Partners is exclusively partnered with a boutique high growth PE Fund to appoint a Portfolio Reporting Analyst within a fast-growing Sustainable Infrastructure platform. This is an analytically focused role, suited to candidates who enjoy working close to assets and investments, with a strong emphasis on financial modelling, portfolio analysis, and investor-grade reporting.
Reporting into the Fund Finance Director, this role sits at the intersection of portfolio reporting, valuations, and performance analysis. You will support a flagship infrastructure strategy, working alongside investment professionals and portfolio companies to deliver high-quality financial, management, and sustainability reporting.
Success will depend on intellectual rigour, modelling capability, and the ability to translate complex data into clear insight for senior stakeholders and investors.
Key Responsibilities:- Own and enhance portfolio reporting across a diversified infrastructure investment base
- Build, maintain, and review investment valuation and fund return models, including capital structures and waterfall analysis
- Perform performance and scenario analysis for existing and prospective investments
- Review reporting from portfolio companies and external administrators, driving improvements in quality and consistency
- Support production of fund management accounts and audit processes
- Contribute to best-practice sustainability and ESG reporting across the portfolio
- Act as a key analytical partner to fund controllers and investment teams
We are searching for ACA or equivalent qualified candidates with c0-3 years post qualified experience; you could come straight out of practice if you have sufficiently strong modelling experience. You should have exposure to private equity, infrastructure, or real assets environments. This could work as an excellent entry point for someone with an accounting background with modelling bolt on but keen to work in a portfolio analytics function.
Portfolio Reporting Analyst - Sustainable Infrastructure - c£70k + 25%-40% bonus employer: Autumnal Partners
Contact Detail:
Autumnal Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Reporting Analyst - Sustainable Infrastructure - c£70k + 25%-40% bonus
✨Tip Number 1
Network like a pro! Reach out to professionals in the private equity and infrastructure sectors. Use LinkedIn to connect with people who work at Autumnal Partners or similar firms. A friendly message can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills. Be ready to discuss your experience with portfolio analysis and how you can contribute to high-quality reporting. Practice explaining complex data in simple terms, as this will impress senior stakeholders.
✨Tip Number 3
Showcase your analytical prowess! Bring examples of your previous work that highlight your ability to enhance portfolio reporting and perform scenario analysis. This will demonstrate your fit for the role and your understanding of the investment landscape.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Portfolio Reporting Analyst position!
We think you need these skills to ace Portfolio Reporting Analyst - Sustainable Infrastructure - c£70k + 25%-40% bonus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Reporting Analyst role. Highlight your financial modelling skills and any relevant experience in private equity or infrastructure. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about sustainable infrastructure and how your analytical skills can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Modelling Skills: Since this role emphasises financial modelling, be sure to mention any specific projects or experiences where you've excelled in this area. We’re keen to see how you can translate complex data into clear insights for stakeholders.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Autumnal Partners
✨Know Your Numbers
Make sure you brush up on your financial modelling skills. Be prepared to discuss specific models you've built or worked on, especially those related to portfolio analysis and valuations. This role is all about numbers, so showing confidence in your analytical abilities will impress the interviewers.
✨Understand the Sustainable Infrastructure Landscape
Familiarise yourself with current trends and challenges in sustainable infrastructure. Being able to discuss recent developments or case studies will demonstrate your genuine interest in the sector and show that you're not just looking for any job, but this specific one.
✨Prepare Insightful Questions
Think of thoughtful questions to ask during the interview. This could be about their approach to ESG reporting or how they measure the success of their investments. It shows that you're engaged and have done your homework, plus it gives you a chance to assess if the company aligns with your values.
✨Showcase Your Communication Skills
Since you'll be translating complex data into insights for senior stakeholders, practice explaining your past projects in a clear and concise manner. Use examples that highlight your ability to communicate effectively, as this will be crucial in your role as a Portfolio Reporting Analyst.
