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For Companies At a Glance
- Tasks: Join us in driving the renewable energy revolution and manage impactful investment portfolios.
- Company: Octopus Energy Generation, a leader in sustainable energy investments.
- Benefits: Flexible salary discussions, amazing perks, and a supportive work culture.
- Why this job: Make a real difference in the world while developing your skills in finance and renewable energy.
- Qualifications: 3+ years experience in asset valuation and portfolio management, preferably in renewables.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Help us make a big green dent in the universe. We are 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 £7 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.
What you’ll do
- Equity investment modelling: You will proactively monitor your assigned portfolio companies and/or renewable energy assets through creating, maintaining and improving portfolio company and operational asset models. You will deliver accurate and timely quarterly valuations, updating models and undertaking detailed assumptions reviews and checking outputs from peers. You will prepare and present valuation papers to the Valuation Committee for approval and sign off. You will maintain a close relationship with Asset Managers to understand underlying Asset Performance. You will monitor investor returns, track record and other fund KPIs, ensuring accurate data and informative forecasts. You will ensure any new acquisitions you are assigned are onboarded into the Fund Management Team effectively. You will do this using Power BI/Excel Models.
- Cashflow forecasting: You forecast cash within your assigned portfolios and work with the Senior Portfolio Manager to provide a coherent and accurate cashflow forecast across all invested assets.
- Debt modelling: You will understand the debt structures in place within your asset portfolios and ensure that all lender requirements are understood and complied with. You will work with the Investments team on project finance where appropriate and build your knowledge in this area.
- Audit support: You will respond to Fund-level audit requests providing accurate data, supporting evidence and analysis in a timely manner.
- Portfolio Management: You will be required to follow processes and conduct analysis relevant to your portfolios including FX, Interest Rate Swaps, Cash Products working with Finance and the Investments team to ensure these deliver fund mandates.
- Risk Management: You will support the Senior Portfolio Manager to ensure that the fund is governed correctly, providing input into papers for relevant Boards, ensuring accurate information. You will start to understand the risks associated with the portfolio and proactively monitor, escalate and mitigate.
- Investor Reporting: You will coordinate and input into the creation of investor reports and outputs that we can be proud of, ensuring that the information provided is accurate and relevant.
- Continuous Improvement: You will look for improvements in the way we do things, driving forward consolidation, simplification and automation where possible to drive better outcomes for our investors, working on Fund Management Projects as appropriate.
What you’ll need
- Minimum of 3 years working experience.
- In-depth knowledge and skillset in valuing assets and/or portfolio companies, discounted cash-flow modelling and debt modelling. A modelling test will be part of the recruitment process.
- An understanding of fund management processes for debt and equity across private funds.
- Previous experience of working in the renewables sector or infrastructure real assets.
- Experience of creating high quality investor outputs.
- Excellent financial acumen, CFA qualification considered advantageous.
And to really stand out from the crowd, you will display the following qualities and characteristics:
- Thrive in a fast moving business, able to see solutions where others see problems, passionate about improving processes, models and customer outcomes. Excited, not overwhelmed by a challenge.
- Excellent verbal and written skills, able to distil and seek out insightful analysis.
- Active listener and communicator, able to demonstrate the ability to manage stakeholders.
- Passionate about the detail, taking accountability for the accuracy of every output.
- Able to plan ahead but also work under pressure, always delivering to deadlines.
- Able to collaborate. A team player, flexible in approach and able to support others as necessary.
Portfolio Associate employer: Octopus Energy Group
Contact Detail:
Octopus Energy Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Associate
✨Tip Number 1
Get to know the company inside out! Research Octopus Energy Generation and understand their mission in renewable energy. This will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those tricky interview questions! Think about how your experience aligns with the role of Portfolio Associate. Practise articulating your skills in equity investment modelling and cashflow forecasting to impress the hiring team.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind.
We think you need these skills to ace Portfolio Associate
Some tips for your application 🫡
Show Your Passion for Renewables: When you're writing your application, let your enthusiasm for renewable energy shine through! We want to see that you're not just looking for a job, but that you're genuinely excited about making a difference in the energy sector.
Tailor Your Experience: Make sure to highlight your relevant experience in asset valuation and portfolio management. We love seeing how your skills align with what we do, so don’t be shy about showcasing your achievements in these areas!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your written communication is easy to read and gets straight to the heart of your qualifications and motivations.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and helps us keep track of all the amazing candidates like you!
How to prepare for a job interview at Octopus Energy Group
✨Know Your Numbers
Make sure you brush up on your financial modelling skills, especially discounted cash-flow and debt modelling. Be prepared to discuss specific examples from your past experience where you've successfully valued assets or managed portfolios.
✨Show Your Passion for Renewables
Octopus Energy is all about driving the renewable energy revolution. Share your enthusiasm for sustainability and any relevant projects you've worked on in the renewables sector. This will show that you're not just qualified, but genuinely invested in their mission.
✨Prepare for the Modelling Test
Since a modelling test is part of the recruitment process, practice beforehand! Familiarise yourself with Power BI and Excel models, and be ready to demonstrate your ability to create accurate forecasts and valuations under pressure.
✨Communicate Clearly and Confidently
Excellent verbal and written communication skills are key. Practice distilling complex information into clear insights, as you'll need to present valuation papers and coordinate investor reports. Show that you can manage stakeholders effectively and are a team player.
