Portfolio Associate/ Senior Associate - Development Portfolio Management Team

Portfolio Associate/ Senior Associate - Development Portfolio Management Team

Full-Time 59400 - 72600 £ / year (est.) Home office (partial)
NextGenEnergyJobs

At a Glance

  • Tasks: Build financial models and assess project impacts to drive sustainable investments.
  • Company: Join a leading firm focused on renewable energy and impactful development.
  • Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
  • Other info: Dynamic team environment with a focus on innovation and sustainability.
  • Why this job: Make a real difference in the renewable sector while developing your financial expertise.
  • Qualifications: Experience in finance or investment with strong analytical and communication skills.

The predicted salary is between 59400 - 72600 £ per year.

Help us make a big green dent in the universe.

Key Responsibilities

  • Development Platform Modelling: Build and maintain financial models for development platforms and project portfolios, evaluating IRR, downside scenarios, and capital needs .
  • Development Economics: Assess how shifts in development timelines, project capacity, grid connectivity, permitting, and route-to-market impact overall returns .
  • IC Papers & Rationale: Prepare decision-focused materials for project funding, platform acquisitions, restructurings, and exits .
  • Portfolio & Specialist Coordination: Work directly with portfolio company leadership and internal specialists (legal, technical, commercial) to align on investment cases .
  • Portfolio Company Oversight: Monitor the operational and financial performance of portfolio companies against their approved business plans and budgets .
  • Development Milestone Tracking: Track project progress through key development stage-gates, including land, grid, permitting, RTB, NTP, and construction .
  • Development Spend Evaluation: Review requests for development expenditure and additional shareholder funding across competing projects and platforms .
  • Stage-Gate Challenge: Rigorously challenge development timing, probability, and cost assumptions to decide whether to fund, pause, restructure, or sell projects .
  • Portfolio Company Bolt-Ons: Provide shareholder oversight, valuation, and IC approval materials for acquisitions originated by portfolio companies .
  • Platform & Project Exits: Analyze sale opportunities and transaction readiness for platform disposals or project transfers into operational IPP structures .
  • Portfolio Company Governance: Act as a board observer or steering committee member for selected portfolio companies, reviewing reserved matters and tracking board actions .
  • Management Team Relationship: Partner with portfolio company executives to challenge commercial data and improve governance consistency .
  • Platform Performance Reporting: Manage quarterly reporting across all development platforms, tracking development KPIs, liquidity, and milestone delivery .
  • Development Valuations: Maintain portfolio company and project valuation models, explaining value movements relative to operational delivery and market conditions .

Requirements

  • Relevant experience in private equity, infrastructure investment, renewable energy investment, investment banking, corporate finance or a similar investment-led environment.
  • Strong financial modelling, valuation and investment-analysis skills.
  • Experience preparing investment committee, transaction or board materials.
  • Good understanding of investment returns, capital allocation, risk assessment and value creation.
  • Ability to analyse complex information and form clear, commercially grounded recommendations.
  • Strong written communication and presentation skills.
  • Ability to manage several workstreams and deadlines across multiple investments.
  • High attention to detail without losing sight of the wider investment rationale.
  • Confidence working with senior stakeholders, advisers and portfolio company management teams.
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Portfolio Associate/ Senior Associate - Development Portfolio Management Team employer: NextGenEnergyJobs

NextGenEnergyJobs is an exceptional employer that fosters a collaborative and innovative work culture, perfect for those passionate about driving change in the home energy sector. With a strong emphasis on employee growth, we offer ample opportunities for professional development and mentorship, ensuring that our team members thrive in their roles. Located in a vibrant area, we provide a dynamic environment where your contributions directly impact our mission to create sustainable energy solutions.

NextGenEnergyJobs

Contact Details:

NextGenEnergyJobs Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio Associate/ Senior Associate - Development Portfolio Management Team

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 NextGenEnergyJobs, 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 NextGenEnergyJobs.

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 NextGenEnergyJobs.

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 NextGenEnergyJobs, 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 Portfolio Associate/ Senior Associate - Development Portfolio Management Team

Financial Modelling
Valuation Skills
Investment Analysis
Understanding of Investment Returns
Capital Allocation
Risk Assessment
Value Creation

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 NextGenEnergyJobs 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 NextGenEnergyJobs.

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 NextGenEnergyJobs 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 NextGenEnergyJobs. Numbers speak louder than words!

How to prepare for a job interview at NextGenEnergyJobs

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 NextGenEnergyJobs 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 withNextGenEnergyJobs.