At a Glance
- Tasks: Transform complex investment data into clear insights for informed decision-making.
- Company: Join National Gas, the backbone of Britain's energy network.
- Benefits: Competitive salary, generous pension, flexible benefits, and 26 days holiday.
- Other info: Inclusive workplace with opportunities for professional development and career growth.
- Why this job: Make a real impact on the UK's energy future through insightful data analysis.
- Qualifications: Experience in data analysis and strong communication skills required.
The predicted salary is between 48500 - 57500 £ per year.
£48,500 to £57,500 + up to 6% bonus
Location: Warwick
Working pattern: Hybrid, with a minimum of 3 days a week on site
About us
At National Gas, the work we do matters. As Britain's national gas network, we help keep the lights on, businesses running, and homes warm by maintaining the critical infrastructure that transports gas across Great Britain. While providing the energy security Britain relies on today, we're also helping transform the network for a clean energy future. Join us and help secure Britain's energy.
About the role
As an Investment Portfolio Reporting Analyst, you'll turn complex investment data into clear insights that help National Gas make informed decisions on operational capex delivery and performance. Your analysis will support investment performance improvements, regulatory outcomes, and the delivery of assets that keep energy flowing safely and reliably.
Why this role matters
Our investment programmes play a vital role in maintaining and improving the UK's gas transmission network. To deliver them effectively, we need accurate reporting, meaningful analysis, and clear visibility of performance. This role sits at the heart of that process. You'll help shape how we understand portfolio performance, identify risks and opportunities, and provide the information leaders need to make confident decisions about the future of our network.
What you’ll be doing
- Transform data from multiple sources into clear, accurate reporting for a wide range of stakeholders
- Provide insight into investment performance across cost, schedule, scope, and regulatory measures
- Support decision-making by identifying trends, risks, opportunities, and areas for improvement
- Develop and maintain reporting processes that improve efficiency and consistency
- Create dashboards, reports, and presentations that make complex information easy to understand
- Challenge and influence stakeholders on portfolio performance and delivery outcomes
- Lead key reporting activities, managing timelines, and delivering high-quality outputs
- Support the preparation and assurance of regulatory reporting submissions to Ofgem, ensuring reported information is accurate, auditable, and aligned to regulatory requirements and commitments
- Maintain and govern reporting dashboards and approved data sets
- Identify and investigate performance anomalies, providing root-cause analysis and recommendations for corrective action
- Contributing to continuous improvement of data quality, ensuring a single source of truth across reporting outputs
What you’ll bring
This role would suit someone who enjoys working with data, spotting patterns, and turning information into meaningful business insight.
Essential
- Experience in a data analysis, project controls, finance, or similar analytical role
- Ability to work accurately with large volumes of data, with strong attention to detail and organisational skills
- Experience presenting data and insights in a way that meets the needs of different audiences
- Strong stakeholder management and communication skills
- Experience identifying risks, opportunities, and performance trends
- Good working knowledge of Microsoft Excel, PowerPoint, and other Office tools
- A degree (or equivalent) in a relevant subject, or equivalent practical experience
- Curious and inquisitive mindset with a desire to understand business performance
- Ability to work to fixed reporting deadlines and manage competing priorities in a cyclical reporting environment
Desirable
- Experience building dashboards and reports using Power BI
- Advanced Excel skills (e.g., Power Query, complex formulas, data modelling)
- Knowledge of capital investment, programme, or portfolio reporting
- Experience working with systems such as SAP, P6, Tableau, or similar reporting tools
- Understanding of regulatory or performance reporting environments
- Experience within the energy or utilities sector
- Understanding of the RIIO price control framework or experience supporting Ofgem regulatory submissions
What we offer
- Market-leading double-match pension (up to 12% company contribution)
- Annual performance bonus up to 6%
- Access to the Tusker salary sacrifice car scheme
- 26 days holiday (plus statutory holidays)
- 10x salary life assurance and income protection
- Flexible benefits including healthcare, dental, and technology options
- Family-friendly policies, wellbeing support, and professional development opportunities
Inclusive recruitment
We're building a workforce that reflects the communities we serve, championing diversity, and creating an inclusive workplace where everyone is valued for their unique contribution. We support reasonable adjustments throughout the recruitment process and beyond. National Gas is a Disability Confident employer and signatory of the Armed Forces Covenant.
Investment Portfolio Reporting Analyst employer: National Gas
National Gas is an excellent employer, offering a dynamic work environment in Aberdeen where you can play a vital role in maintaining critical energy infrastructure. With a strong focus on employee growth and development, the company provides competitive salaries, overtime opportunities, and a comprehensive benefits package, all while fostering a culture of innovation and collaboration in the oil & gas sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Portfolio Reporting Analyst
✨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, 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.
✨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.
✨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, 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 Reporting Analyst
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 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.
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 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. Numbers speak louder than words!
How to prepare for a job interview at National Gas
✨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 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.
