Portfolio Associate in England

Help us make a big green dent in the universe. We're on a mission to drive the global renewable energy revolution, and we need many more people to help us make our vision a reality. Octopus Energy Generation (OEGEN) is a leader in sourcing, investing in, and managing a wide range of utility-scale renewable energy assets. As we continue to expand our investment base, we are dedicated to building a diverse team that reflects the communities we serve. Currently, we manage a global portfolio of over £8 billion in renewable energy assets. We are committed to delivering best-in-class responsible investment activity, offering like-minded investors the means and products to invest their capital sustainably. It is our ambition to change the entire energy lifecycle and make every green electron matter, delivering the best outcomes for customers, investors, the environment and society, accelerating the transition to net zero.

About the role:

We are seeking a Portfolio Associate to join the OEGEN Funds Team, reporting to the Senior Portfolio Manager. The role will work across OEGEN’s listed funds, semi-liquid strategies and private funds, supporting investments in renewable infrastructure and liquid investments. You will support the Senior Portfolio Manager across the full fund-management cycle, including portfolio analysis, valuations, cash-flow forecasting, debt, FX, hedging, governance and investor reporting. You will also have a particular role in analysing allocations and underlying fund information across semi-liquid and liquid strategies, reviewing valuations and asset performance across private market investments, and supporting the Finance team with monthly NAV processes. The role would suit someone with a strong finance, accounting or investment background who is analytical, organised and comfortable working across recurring processes and more judgement-led portfolio analysis. It offers the opportunity to develop broad fund-management experience across a varied set of OEGEN portfolios.

What You'll Do

• Portfolio management: Support the Senior Portfolio Manager with the day-to-day management of assigned portfolios, including monitoring investments, asset performance, fund KPIs, distributions, commitments, liquidity and investor returns. You will work with Asset Management, Investment, Finance and other teams to understand issues and ensure that actions are followed through.
• Valuations and financial modelling: Support monthly, quarterly and annual valuation processes, including updating and reviewing DCF, investment and fund models, analysing assumptions, preparing valuation bridges and sensitivities, and challenging outputs from internal teams, external valuers and underlying managers. You will prepare clear analysis for internal and external stakeholders.
• Cash flow, debt and hedging: Support cash-flow forecasting and analysis across the portfolios, including distributions, capital calls, liquidity, recycling and commitments. You will also help monitor debt structures, refinancing activity, managing covenants, hedging and other financial arrangements relevant to the funds, working closely with Finance and Investment teams.
• Allocation and underlying fund analysis: Support analysis of portfolio construction, asset allocation and investment exposures, including gathering and assessing information from underlying funds and managers. This will include helping to draw together performance and portfolio information from semi-liquid and liquid investments and turning it into useful fund-level analysis and reporting.
• Investor reporting: Lead or coordinate inputs into high-quality investor reports, factsheets, customer board materials, investor meetings and due diligence responses. You will help explain asset and portfolio performance, allocation, valuation movements, distributions, risks and outlook clearly and accurately for investors across the different fund types.
• Private fund NAV and reporting: Work with the Finance team to support monthly NAV processes for underlying private funds, including checking underlying information, reconciling movements and maintaining clear supporting evidence. You will also help oversee and report on asset performance, review valuation outputs and identify questions or inconsistencies for escalation.
• Risk and governance: Support the Senior Portfolio Manager in ensuring that funds are governed correctly and that information provided to Boards, customer boards, auditors and other governance forums is accurate. You will monitor risks including underperformance, valuation movements, liquidity, debt covenants, mandate constraints and material data gaps, escalating issues promptly.
• Process improvement: Maintain accurate fund-level information for NAV, AUM, returns, distributions, commitments and track record, and look for practical improvements to reporting, controls, data collection and automation. You will help ensure that processes are documented, deadlines are managed and outputs are consistent and auditable.

What You'll Need

• At least three years of relevant experience in fund management, fund accounting, financial reporting, audit, transaction services, infrastructure, renewable energy, valuations, investment analysis or a comparable analytical role.
• A strong finance or accounting background. A CFA or accounting qualification would be advantageous.
• Good understanding of fund-management processes, including NAV, valuations, AUM, investor reporting, cash-flow forecasting, distributions, audit and governance.
• Strong Excel and financial-modelling skills, including the ability to review models, analyse assumptions, reconcile outputs and perform scenario and sensitivity analysis. A modelling test may form part of the recruitment process.
• Experience of analysing investment, fund or asset performance and creating high-quality investor or management information.
• Experience with renewable energy, infrastructure, real assets, private markets, listed investment vehicles or multi-asset portfolios would be advantageous.

Why else you'll love it here

Wondering what the salary for this role is? Just ask us! On a call with one of our recruiters it's something we always cover as we genuinely want to match your experience with the correct salary. The reason why we don't advertise is because we honestly have a degree of flexibility and would never want salary to be a reason why someone doesn't apply to Octopus - what's more important to us is finding the right octofit! Octopus Energy Group is a unique culture. An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co-owners, on projects that break new ground. We want your hard work to be rewarded with perks you actually care about! We were named the UK's top company to work for in 2025, and we ranked in the top ten in the Sunday Times Best Places to Work 2026.

Our Group CEO, Greg has recorded a podcast about our culture and how we empower our people. We’ve also been placed in the top 10 companies for senior leadership.

Are you ready for a career with us? We want to ensure you have all the tools and environment you need to unleash your potential. Need any specific accommodations? Whether you require specific accommodations or have a unique preference, let us know, and we'll do what we can to customise your interview process for comfort and maximum magic!

Studies have shown that some groups of people, like women, are less likely to apply to a role unless they meet 100% of the job requirements. Whoever you are, if you like one of our jobs, we encourage you to apply as you might just be the candidate we hire. Across Octopus, we're looking for genuinely decent people who are honest and empathetic. Our people are our strongest asset and the unique skills and perspectives people bring to the team are the driving force of our success. As an equal opportunity employer, we do not discriminate on the basis of any protected attribute. Our commitment is to provide equal opportunities, an inclusive work environment, and fairness for everyone.