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- Tasks: Join us as a Portfolio Operations Specialist, managing customer journeys and financial documentation.
- Company: Close Brothers is a leading UK merchant banking group focused on inclusivity and work-life balance.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Be part of the renewable energy sector and make a real impact while developing your skills.
- Qualifications: Strong admin skills and a passion for renewable energy are essential; experience in finance is a plus.
- Other info: We welcome diverse applicants and provide accommodations for those with disabilities.
The predicted salary is between 28800 - 48000 £ per year.
At Close Brothers, we recruit individuals from diverse backgrounds and encourage applications even if you don’t tick every box. We promote inclusivity and support flexible work arrangements to help balance your work and personal life. Join the Close Brothers Energy Finance team as a Portfolio Operations Specialist, where you will provide effective service to customers and support the team throughout the customer journey.
Your responsibilities will include processing documentation for financial agreements, facilitating payouts, and managing the customer lifecycle. We seek candidates with a strong administrative background, keen attention to detail, and excellent communication skills. Experience with legal documentation and financial agreements is advantageous. A passion for renewable energy is essential!
RESPONSIBILITIES- Manage onboarding of new customers and maintenance of existing files, ensuring data accuracy.
- Become a champion of Bank systems such as Alfa and Salesforce.
- Process loan drawdowns and monitor fees and invoices.
- Handle customer enquiries efficiently via email or telephone.
- Support the wider Energy team with routine tasks and projects.
- Respond to external audit requests and provide bank statements to customers.
- Identify and mitigate risks, escalating issues as necessary.
- Ensure compliance with governance and regulatory standards.
- Experience in customer support within a financial environment.
- Proactive, with the ability to work independently and in teams.
- Strong numerical and analytical skills.
- Interest in renewable energy sector.
- Excellent interpersonal skills for stakeholder engagement.
- Knowledge of development or project finance.
- Experience with Bank systems like ALFA, Salesforce, Tableau.
- Understanding of energy sector technologies.
We are committed to accessibility and will accommodate applicants with disabilities. For alternative formats or further discussion, please contact us via email.
Close Brothers supports employees' work-life balance with flexible, hybrid working options. We are a leading UK merchant banking group listed on the London Stock Exchange, employing around 3,000 people mainly in the UK and Ireland.
Portfolio Operations Specialist - Energy employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Operations Specialist - Energy
✨Tip Number 1
Familiarise yourself with the key systems mentioned in the job description, such as Alfa and Salesforce. Having a basic understanding of these platforms can give you an edge during interviews, showing your proactive approach and readiness to hit the ground running.
✨Tip Number 2
Demonstrate your passion for renewable energy by staying updated on industry trends and developments. This knowledge will not only help you in interviews but also show that you're genuinely interested in the sector, which is crucial for this role.
✨Tip Number 3
Prepare to discuss your experience in customer support within a financial environment. Think of specific examples where you've successfully managed customer inquiries or resolved issues, as this will highlight your relevant skills and experience.
✨Tip Number 4
Network with professionals in the energy finance sector. Engaging with industry contacts can provide valuable insights and potentially lead to referrals, making it easier for you to land an interview with us at Close Brothers.
We think you need these skills to ace Portfolio Operations Specialist - Energy
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer support and financial environments. Emphasise any administrative roles you've held, particularly those involving legal documentation or financial agreements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for renewable energy and your understanding of the role. Mention specific skills that align with the job description, such as attention to detail and communication skills.
Highlight Relevant Skills: In your application, clearly outline your numerical and analytical skills. If you have experience with systems like Alfa or Salesforce, be sure to mention this, as it will strengthen your application.
Show Enthusiasm for the Role: Convey your enthusiasm for the Portfolio Operations Specialist position and the energy sector in your application. Companies like Close Brothers appreciate candidates who are genuinely interested in their mission and values.
How to prepare for a job interview at Close Brothers Group
✨Show Your Passion for Renewable Energy
Make sure to express your enthusiasm for the renewable energy sector during the interview. Share any relevant experiences or projects that highlight your commitment to sustainability and how it aligns with the company's values.
✨Demonstrate Your Administrative Skills
Prepare examples that showcase your strong administrative background. Discuss your experience with managing documentation, ensuring data accuracy, and handling customer inquiries efficiently, as these are key responsibilities for the role.
✨Familiarise Yourself with Relevant Systems
Research and understand the Bank systems mentioned in the job description, such as Alfa and Salesforce. Being able to discuss your familiarity or willingness to learn these systems can set you apart from other candidates.
✨Prepare for Scenario-Based Questions
Anticipate questions that may require you to demonstrate your problem-solving skills and ability to handle customer enquiries. Think of specific scenarios where you successfully managed a challenge or improved a process, and be ready to share those stories.
