Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK
Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK

Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK

London Full-Time 32000 - 50000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support fund lifecycle activities and enhance data reporting solutions.
  • Company: Join a leading sustainable infrastructure investor focused on global growth markets.
  • Benefits: Enjoy a full-time role with opportunities for collaboration and professional growth.
  • Why this job: Be part of a high-performing team making a positive impact in sustainable finance.
  • Qualifications: Bachelor's degree in relevant fields and experience in data analytics required.
  • Other info: Strong skills in Power BI, Excel, SQL, and Python preferred.

The predicted salary is between 32000 - 50000 £ per year.

This is an excellent opportunity to join a leading growth markets specialist with a global focus on sustainable infrastructure. As a key member of a high-performing team, you will support activities across the full fund lifecycle and contribute to the successful implementation of a new fund services platform. In this role, you'll collaborate with global teams to develop and maintain robust reporting capabilities, drive process efficiencies, and deliver high-quality data solutions that enable informed decision-making.

What the job involves:

  • Build a strong understanding of fund services processes across the fund lifecycle to provide operational and commercial insights.
  • Collaborate with transformation teams to design and implement integrated business solutions.
  • Design and maintain processes for accurate data input, storage, and flow to improve fund reporting and analysis.
  • Build and enhance sustainable reporting solutions using tools such as Power BI, Tableau, and SSRS.
  • Leverage Excel for complex data analysis (including pivot tables, VLOOKUP).

Who we are looking for:

  • Bachelor's degree in Computer Science, Data Science, Information Systems, Statistics, or related field.
  • Experience in data analytics or similar role, preferably in financial services.
  • Strong competency with PowerBI and automation tools.
  • Advanced Excel proficiency.
  • Strong competency with SQL and Python is preferred.
  • Skilled in managing and structuring large datasets to extract meaningful insights.
  • Excellent problem-solving abilities, strong communication skills, and high attention to detail.
  • A collaborative team player with the ability to build strong cross-functional relationships.

Seniority level: Associate

Employment type: Full-time

Job function: Finance

Industries: Venture Capital and Private Equity

Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK employer: PER

Join a leading sustainable infrastructure investor in London, where you will be part of a dynamic team dedicated to driving impactful change in growth markets. With a strong emphasis on employee development, collaborative work culture, and innovative projects, this role offers exceptional opportunities for professional growth while contributing to meaningful sustainability initiatives. Enjoy the benefits of working in a vibrant city known for its diverse culture and networking potential, all while being at the forefront of sustainable investment.
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Contact Detail:

PER Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK

✨Tip Number 1

Familiarise yourself with the fund lifecycle and the specific processes involved in fund services. Understanding these concepts will allow you to speak confidently about how you can contribute to the team during interviews.

✨Tip Number 2

Brush up on your skills with Power BI, Tableau, and Excel, as these tools are crucial for the role. Consider creating a small project or portfolio piece that showcases your ability to build sustainable reporting solutions using these platforms.

✨Tip Number 3

Network with professionals in the sustainable infrastructure and finance sectors. Attend relevant events or webinars to connect with potential colleagues and learn more about the industry trends that could impact your role.

✨Tip Number 4

Prepare to discuss your experience with data analytics and problem-solving during the interview. Think of specific examples where you've successfully managed large datasets or improved reporting processes, as these will demonstrate your fit for the position.

We think you need these skills to ace Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK

Data Analytics
Power BI
Tableau
SSRS
Advanced Excel Proficiency
SQL
Python
Data Management
Process Improvement
Reporting Capabilities
Attention to Detail
Problem-Solving Skills
Collaboration
Cross-Functional Relationship Building

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Portfolio Data Associate. Familiarise yourself with fund services processes and the tools mentioned in the job description, such as Power BI and Excel.

Tailor Your CV: Highlight your relevant experience in data analytics, especially in financial services. Emphasise your skills with SQL, Python, and any automation tools you've used. Make sure to showcase your problem-solving abilities and attention to detail.

Craft a Compelling Cover Letter: Write a cover letter that connects your background to the specific requirements of the role. Discuss how your experience aligns with the company's focus on sustainable infrastructure and your ability to collaborate with global teams.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your application is clear, concise, and free from typos, as attention to detail is crucial for this role.

How to prepare for a job interview at PER

✨Understand the Fund Lifecycle

Make sure you have a solid grasp of the fund lifecycle processes. Be prepared to discuss how your previous experiences relate to operational and commercial insights in this context.

✨Showcase Your Data Skills

Highlight your proficiency with tools like Power BI, Tableau, and Excel during the interview. Be ready to provide examples of how you've used these tools to enhance reporting solutions or perform complex data analysis.

✨Emphasise Collaboration

This role requires working with global teams, so demonstrate your ability to collaborate effectively. Share examples of past teamwork experiences and how you built strong cross-functional relationships.

✨Prepare for Problem-Solving Questions

Expect questions that assess your problem-solving abilities. Think of specific challenges you've faced in data analytics and how you approached them, focusing on the outcomes and lessons learned.

Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK
PER
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  • Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK

    London
    Full-Time
    32000 - 50000 £ / year (est.)

    Application deadline: 2027-06-22

  • P

    PER

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