At a Glance
- Tasks: Analyse data to support investment decisions and improve operational performance.
- Company: Join National Gas, securing Britain's energy with a collaborative team.
- Benefits: Competitive salary, annual bonus, flexible benefits, and excellent career progression.
- Other info: Hybrid work model with a supportive and inclusive culture.
- Why this job: Make a real impact on energy investments while developing your analytical skills.
- Qualifications: Experience in data analysis, advanced Excel skills, and a passion for continuous improvement.
The predicted salary is between 41952 - 49355 £ per year.
£41,952 to £49,355
Warwick, Hybrid (3 days office, 2 days remote)
About Us
National Gas is securing Britain’s energy. We transport gas throughout Great Britain, repair and maintain gas pipelines, and manage the meters that allow millions of homes and businesses to access the energy they need. We are the national gas network, providing secure energy to power Britain, achieve net zero, and maintain our industrial competitiveness.
About The Role
If you’re energised by turning data into decisions and want to work where your analysis genuinely influences how we invest, grow, and deliver for our customers, this is the perfect next step in your career. As an Investment Portfolio Analyst, you’ll play a key part in helping our Asset & Engineering teams make smarter, evidence‑based investment decisions. By collecting, validating, and analysing data, you’ll provide trusted insights that support operational performance, long‑term planning, and strategic direction across our portfolio.
What you’ll be doing:
- Collecting, cleaning, and transforming data from multiple sources to ensure quality and consistency.
- Analysing investment portfolios and performance data to uncover trends and actionable insights.
- Monitoring data quality, identifying anomalies, and advising on improvements.
- Producing clear, engaging reports, dashboards, and visualisations that help colleagues make informed decisions.
- Maintaining documentation for datasets, tools, and processes.
- Supporting senior analysts with deep‑dive analysis, variance and trend analysis, and reconciliation work.
- Identifying opportunities to improve tools, processes, and ways of working within a continuous improvement framework.
- Collaborating with internal strategy, planning, cost and investment teams to keep portfolios aligned with business priorities.
About You
You’re naturally curious, detail‑focused, and eager to grow your analytical capability. You enjoy working with data, asking questions, and turning complex information into simple, meaningful insights for others.
Essential Key requirements & experience:
- Experience of supporting process improvement and continuous improvement (CI) initiatives, helping to identify efficiencies, documenting and improving business processes, and contributing to the delivery of operational improvements.
- Advanced Excel skills (Macros, XLOOKUP, VLOOKUP, validation checks etc).
- Hands‑on experience working with data and carrying out insightful analysis.
- Logical thinking and problem‑solving skills.
- Clear, confident communication skills and the ability to work with colleagues at all levels.
- A strong interest in data and analytics with the ability to interpret information and produce clear insights.
Desirable:
- Regulated asset environment experience.
- Experience with analytics tools such as Power BI.
- Knowledge of decision‑support tools such as Copperleaf or AIM.
What we offer:
- Annual bonus of 6% based on personal and company performance.
- 26 days’ holiday plus statutory holidays - option available to buy extra or sell days.
- Overtime at x1.5 normal and then x2 on Sunday.
- Double-match pension scheme - for every £1 you put in, we’ll add £2 (max company contribution 12%).
- Opt-In flexible benefit scheme, including salary sacrifice private healthcare, dental insurance, technology plans and more.
- Financial protection with 10x salary death in service and financial support if you’re unable to work due to long term illness or injury.
- Excellent family friendly provisions - maternity/paternity/adoption/surrogacy/shared parental leave.
- Career progression, professional training and development – including access to LinkedIn Learning.
- Employee assistance programme offering free confidential professional counselling 24/7.
- Financial support to help you cover the cost of professional membership subscriptions.
Inclusive recruitment:
At National Gas, we are disability confident and we are signatories of the Armed Forces Covenant, committed to building a workforce that represents the communities we serve. We celebrate the different experiences our colleagues bring to our organisation, and strongly encourage applicants of all backgrounds to apply. Please let us know of any reasonable adjustments you need to perform your best.
Investment Portfolio Analyst in Warwick employer: National Gas Services
At National Gas, we pride ourselves on being an exceptional employer, offering a dynamic work culture that values innovation and collaboration. Our commitment to employee growth is evident through comprehensive professional development opportunities and a supportive environment that encourages learning and adaptability. With competitive benefits, including a double-match pension scheme and flexible working arrangements in the heart of Warwick, we empower our team to contribute meaningfully to securing Britain's energy future.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Portfolio Analyst in Warwick
✨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 National Gas Services, 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 National Gas Services.
✨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 National Gas Services.
✨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 National Gas Services, 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 Analyst in Warwick
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 National Gas Services 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 National Gas Services.
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 National Gas Services 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 National Gas Services. Numbers speak louder than words!
How to prepare for a job interview at National Gas Services
✨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 National Gas Services 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 withNational Gas Services.
