At a Glance
- Tasks: Lead the monitoring and stewardship of energy project investments for a cleaner UK.
- Company: Join Great British Energy, shaping the future of the UK's clean energy landscape.
- Benefits: Purpose-driven work, career growth, and a dynamic, collaborative environment.
- Other info: We welcome applications from all backgrounds and offer flexible working arrangements.
- Why this job: Make a real impact in accelerating the clean energy transition across the UK.
- Qualifications: Experience in portfolio management or investment operations; strong analytical skills required.
The predicted salary is between 54000 - 66000 £ per year.
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 Project Portfolio Officer (Energy Projects) will lead the development and operation of GBE’s energy-project 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 energy-project investments after financial close.
The postholder will act as GBE’s portfolio management subject-matter lead for energy-project investments, working across Investment, Finance, Risk, Legal, Strategy and Delivery teams to ensure consistent and decision-useful oversight of investments throughout construction, operation, intervention and exit.
The postholder will own the energy-project portfolio monitoring framework and ensure that project performance is assessed consistently against approved investment cases, conditions of GBE’s finance, contractual rights, strategic objectives and GBE’s risk appetite.
They 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 energy projects, including project finance, joint venture, development, construction, operational and asset-backed investments across GBE’s energy deployment portfolio.
Key Responsibilities
- Lead the monitoring of GBE’s individual energy-project 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 energy-project portfolio information, challenging the completeness, accuracy and consistency of financial, 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.
- Own the preparation and quality assurance of regular reporting, briefings and recommendations for the Investment Committee, Executive Investment Forum, 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, ensuring that there is effective reporting of relevant investee board-level information into GBE’s understanding of the risks in each investee and identifying emerging issues and risks to GBE’s investment.
- Identify, assess and elevate emerging issues, trends and exceptions across the portfolio, including cost overruns, delays, operational underperformance, covenant concerns, 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 energy-project 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 energy-project investments across development, construction and operation, ensuring consistent application across GBE’s portfolio.
- Build effective relationships across GBE, investee companies, co-investors and advisers, and lead periodic reviews and deep dives into material energy-project exposures and cross-cutting portfolio themes.
- Develop and maintain a detailed understanding of GBE’s energy project portfolio, including construction progress, operational performance, route-to-market assumptions, project risks, cash flows, valuation drivers and governance matters.
- Exercise judgement in determining the significance of project-level developments, including cost overruns, delays, underperformance, grid, planning, route-to-market, offtake, counterparty and operational risks, and their implications for GBE’s wider portfolio, risk appetite and strategic objectives.
- Capture lessons learned from project performance, interventions and exits, and ensure these inform future investment assessment, transaction structuring, portfolio reporting and monitoring standards.
Qualifications and Experience
- Experience in a portfolio management, programme, project, investment operations, governance, performance, finance or similar analytical/support role.
- Strong understanding of the full investment lifecycle, including post-close monitoring, 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 project 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, investees, 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, Power Point and Word.
- Strong understanding of project finance, infrastructure projects, energy development, asset management or construction/operational investment monitoring, or the ability to apply investment monitoring disciplines to these areas quickly.
- Experience assessing construction, operational, counterparty and financial risks within energy, infrastructure, project-finance or asset-backed investments.
- Experience managing energy, infrastructure, project finance or asset-backed 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 renewable energy, electricity infrastructure, project finance, development-stage assets, construction monitoring or operational asset management would be advantageous.
- Experience monitoring joint ventures, project SPVs, minority project investments or board/observer governance arrangements 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
Qualifications
- Relevant degree or equivalent experience in finance, economics, business/finance, accountancy, mathematics, engineering, project delivery or a related field.
- A relevant professional qualification (for example: MBA, CB, CFA, CISI, ACA/CA) or evidence of working towards one would be highly advantageous.
- #J-18808-Ljbffr
Investment Portfolio Officer (Energy Projects) employer: Great British Energy
Great British Energy (GBE) is an exceptional employer, offering a unique opportunity to be part of a pioneering publicly owned energy company dedicated to clean and secure energy solutions. With a strong commitment to employee growth, GBE fosters a supportive and inclusive work culture, providing competitive salaries, generous leave, and ongoing professional development. Located in Aberdeen, employees can contribute to shaping the UK's energy future while enjoying a collaborative environment that values transparency and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Portfolio Officer (Energy Projects)
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Great British Energy, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Great British Energy.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Great British Energy.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Great British Energy, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Portfolio Officer (Energy Projects)
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Great British Energy want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Great British Energy.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Great British Energy will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Great British Energy. Numbers speak louder than words!
How to prepare for a job interview at Great British Energy
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Great British Energy want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withGreat British Energy.