Investment Portfolio Officer

Location: Aberdeen/Edinburgh

Reporting to: Head of Investment Portfolio Management

Number of Roles Available: 1

Company Overview:

Join Great British Energy and be part of powering the UK’s Clean Energy Future. At GBE, we’re not just building an energy company - we’re shaping the future of the UK’s energy landscape. Our mission is clear:

• Drive clean energy deployment across the UK as a strategic developer, investor, and owner of renewable projects
• Deliver benefits for communities and taxpayers, ensuring the clean energy transition creates jobs, boosts local economies, and increases public ownership
• We focus on innovation, sustainability, and impact, working on projects that matter - from large-scale national renewable investments to empowering local and community energy initiatives

Joining GBE means:

• Purpose-driven work Be part of a national effort to accelerate the clean energy transition
• Career growth Opportunities to develop expertise in cutting-edge energy technologies and strategic investment
• Collaboration and flexibility Work with passionate professionals in a dynamic, forward-thinking environment

If you want to make a real difference and help power a greener, fairer future for the UK, GBE is the place for you. We welcome applications from all backgrounds and communities. If you require reasonable adjustments during the recruitment process, please let us know.

About the Role:

The Supply Chain Portfolio Officer will lead the development and operation of GBE’s supply-chain corporate investment monitoring and portfolio stewardship capability. The role will be accountable for establishing and maintaining the standards, governance, controls and quality assurance arrangements through which GBE monitors the performance, risk and value of its investments in supply-chain companies after financial close.

The postholder will act as GBE’s portfolio management subject-matter lead for supply-chain corporate investments, working across Investment, Finance, Risk, Legal, Strategy and Delivery teams to ensure consistent and decision-useful oversight of investments throughout ownership, intervention and exit.

The postholder will own the supply-chain corporate investment monitoring framework and ensure that investee performance is assessed consistently against approved investment cases, conditions of GBE’s finance, contractual and shareholder rights, strategic objectives and GBE’s risk appetite. The postholder will provide technical leadership on the interpretation of portfolio information, challenge the quality and completeness of monitoring outputs, and recommend escalation or intervention where required.

This role will have a specific focus on GBE’s investments in renewable energy supply-chain businesses, including minority equity investments, direct corporate investments, platform investments and other corporate structures supporting clean energy supply chains. The role includes hands-on monitoring of GBE’s portfolio: the postholder will directly monitor allocated investments and undertake analysis, governance activity, reporting and portfolio actions, while using this work to develop a robust and scalable capability across GBE.

Key Responsibilities:

• Lead the monitoring of GBE’s individual supply-chain corporate investments and the wider portfolio against approved investment cases, conditions of GBE’s finance, agreed milestones, strategic objectives, risk appetite and expected financial and strategic outcomes
• Maintain portfolio records, trackers, action logs, reporting packs and governance documentation, ensuring a clear and auditable evidence base for portfolio assessments, risk ratings, interventions and recommendations
• Lead quality assurance of material supply-chain corporate portfolio information, challenging the completeness, accuracy and consistency of financial, commercial, delivery, risk, governance and operational reporting
• Provide authoritative portfolio advice and challenge on investment opportunities being considered, including portfolio risk implications and future monitoring and governance requirements
• For investments allocated to the individual for monitoring own the preparation and quality assurance of regular reporting, briefings and recommendations for the Investment Committee, Executive, senior management, the Board and shareholder representatives where required
• Coordinate inputs from investment verticals, Finance, Legal and Risk to ensure portfolio reporting is joined-up, consistent and decision-useful
• Act as Board Observer in GBE investees where required, ensuring relevant board-level information is reflected in GBE’s assessment of each investee and identifying emerging issues and risks to GBE’s investment
• Identify, assess and escalate emerging issues, trends and exceptions across the portfolio, including financial underperformance, liquidity pressure, missed business-plan milestones, covenant concerns, management or governance issues, market risks, concentration risks and cross-cutting dependencies
• Lead the portfolio management response for allocated investments that are off track, coordinating enhanced monitoring, remedial action planning and escalation
• Lead or materially support restructurings, follow-on investments, waivers, interventions and exits, providing clear portfolio recommendations and maintaining an appropriate decision trail
• Own and continuously develop GBE’s supply-chain corporate investment monitoring and portfolio stewardship framework, including minimum monitoring requirements, reporting standards, escalation triggers, controls and governance expectations
• Set standards and provide technical leadership for monitoring supply-chain corporate investments throughout GBE’s period of ownership, ensuring consistent application across the portfolio
• Build effective relationships across GBE, investee companies, co-investors and advisers, and lead periodic reviews and deep dives into material supply-chain corporate exposures and cross-cutting portfolio themes
• Develop and maintain a detailed understanding of GBE’s supply-chain corporate investment portfolio, including investee strategy, trading and financial performance, liquidity and funding, delivery against business plans, valuation drivers, market position, management capability and governance matters
• Exercise judgement in determining the significance of investee-level developments, including revenue or margin underperformance, cost escalation, liquidity constraints, fundraising requirements, customer or supplier concentration, operational delivery, governance and management risks, and their implications for GBE’s wider portfolio, risk appetite and strategic objectives
• Capture lessons learned from investee performance, interventions and exits, and ensure these inform future investment assessment, transaction structuring, portfolio reporting and monitoring standards

Qualifications and Experience:

• Relevant degree or equivalent experience in finance, economics, business/finance, accountancy, mathematics, engineering, project delivery or a related field would be highly advantageous
• A relevant professional qualification (for example: MBA, CB, CFA, CISI, ACA/CA) or evidence of working towards one would be highly advantageous

Essential:

• Experience in investment portfolio management, corporate investment, private equity, growth capital, corporate finance, investment operations, governance, performance or a similar analytical role
• Strong understanding of the full corporate investment lifecycle, including post-close monitoring, shareholder governance, risk management, intervention and exit
• Demonstrable experience owning or materially developing investment-monitoring frameworks, standards, controls or governance processes
• Strong financial and commercial judgement, with the ability to challenge complex corporate information and form evidence-based recommendations
• Experience preparing and presenting clear findings and evidence-based recommendations to senior committees, boards or investment decision-makers
• Strong stakeholder-management skills, including the confidence to constructively challenge investment teams, investee management, co-investors, advisers and senior colleagues
• Ability to lead quality assurance of investment-monitoring information and maintain a clear, accurate and auditable evidence base for portfolio assessments and recommendations
• Ability to work effectively in a developing organisation, adapting as systems, processes and priorities evolve
• Sound judgement in determining when matters require enhanced monitoring, escalation, intervention or formal decision-making, combined with discretion and professionalism when handling sensitive or commercially relevant information
• Strong working knowledge of Microsoft Office tools, particularly Excel, PowerPoint and Word
• Strong understanding of corporate finance, financial statements, business plans, valuation, shareholder governance and the monitoring of minority corporate investments, or the ability to apply investment-monitoring disciplines to these areas quickly
• Experience assessing financial, commercial, operational, management, governance and counterparty risks within corporate, private equity, growth capital or strategic industrial investments

Desirable:

• Experience managing corporate investment, private equity, growth capital, strategic industrial or supply-chain investment portfolios
• Experience supporting committee or board reporting, governance forums or decision-making processes
• Experience using portfolio reporting systems, dashboards or data visualisation tools
• Experience working within public sector governance, assurance and accountability requirements
• Experience in clean energy supply chains, advanced manufacturing, industrial businesses or strategic corporate investment would be advantageous
• Experience monitoring minority equity positions, shareholder agreements, board or observer arrangements, follow-on funding requirements or investees with complex governance rights would be advantageous

Personal Qualities:

• Takes ownership, shows confidence in decision-making, and is willing to challenge constructively
• Focuses on delivering meaningful outcomes and making a positive, lasting impact
• Works collaboratively, valuing different perspectives and building inclusive relationships
• Proactive and adaptable, with a curiosity to explore new ideas and improve ways of working
• Resilient and resourceful in a fast-paced environment

What We Offer:

• Competitive base salary
• Performance-related bonus scheme
• Excellent pension scheme
• 4x salary life assurance
• Group income protection
• 38 days annual leave
• Flexible working arrangements
• Ongoing professional development and training
• Supportive, inclusive working environment

How to Apply:

For further information please contact:

Pearse O'Brien
Principal Specialist
pearse.obrien@weareams.com
PSRpermapplications@weareams.com

Application Close Date: 30th September