At a Glance
- Tasks: Lead monitoring of renewable energy investments and ensure performance aligns with strategic objectives.
- Company: Join Great British Energy, shaping the UK's clean energy future.
- Benefits: Competitive salary, performance bonuses, flexible working, and 38 days annual leave.
- Other info: Dynamic environment with opportunities for professional development and collaboration.
- Why this job: Make a real impact in the clean energy transition while growing your career.
- Qualifications: Experience in investment portfolio management and strong analytical skills required.
The predicted salary is between 56700 - 69300 £ per year.
Location: Aberdeen/Edinburgh
Reporting to: Head of Investment Portfolio Management
Number of Roles Available: 1
Company Overview:
Join Great British Energy and be part of powering the UK's Clean Energy Future. At GBE, we're not just building an energy company - we're shaping the future of the UK's energy landscape. Our mission is clear:
- Drive clean energy deployment across the UK as a strategic developer, investor, and owner of renewable projects
- Deliver benefits for communities and taxpayers, ensuring the clean energy transition creates jobs, boosts local economies, and increases public ownership
- We focus on innovation, sustainability, and impact, working on projects that matter - from large-scale national renewable investments to empowering local and community energy initiatives
Joining GBE means:
- Purpose-driven work: Be part of a national effort to accelerate the clean energy transition
- Career growth: Opportunities to develop expertise in cutting-edge energy technologies and strategic investment
- Collaboration and flexibility: Work with passionate professionals in a dynamic, forward-thinking environment
If you want to make a real difference and help power a greener, fairer future for the UK, GBE is the place for you. We welcome applications from all backgrounds and communities. If you require reasonable adjustments during the recruitment process, please let us know.
About the Role:
The Supply Chain Portfolio Officer will lead the development and operation of GBE's supply-chain corporate investment monitoring and portfolio stewardship capability. The role will be accountable for establishing and maintaining the standards, governance, controls and quality assurance arrangements through which GBE monitors the performance, risk and value of its investments in supply-chain companies after financial close.
The postholder will act as GBE's portfolio management subject-matter lead for supply-chain corporate investments, working across Investment, Finance, Risk, Legal, Strategy and Delivery teams to ensure consistent and decision-useful oversight of investments throughout ownership, intervention and exit.
The postholder will own the supply-chain corporate investment monitoring framework and ensure that investee performance is assessed consistently against approved investment cases, conditions of GBE's finance, contractual and shareholder rights, strategic objectives and GBE's risk appetite. The postholder will provide technical leadership on the interpretation of portfolio information, challenge the quality and completeness of monitoring outputs, and recommend escalation or intervention where required.
This role will have a specific focus on GBE's investments in renewable energy supply-chain businesses, including minority equity investments, direct corporate investments, platform investments and other corporate structures supporting clean energy supply chains. The role includes hands-on monitoring of GBE's portfolio: the postholder will directly monitor allocated investments and undertake analysis, governance activity, reporting and portfolio actions, while using this work to develop a robust and scalable capability across GBE.
Key Responsibilities:
- Lead the monitoring of GBE's individual supply-chain corporate investments and the wider portfolio against approved investment cases, conditions of GBE's finance, agreed milestones, strategic objectives, risk appetite and expected financial and strategic outcomes
- Maintain portfolio records, trackers, action logs, reporting packs and governance documentation, ensuring a clear and auditable evidence base for portfolio assessments, risk ratings, interventions and recommendations
- Lead quality assurance of material supply-chain corporate portfolio information, challenging the completeness, accuracy and consistency of financial, commercial, delivery, risk, governance and operational reporting
- Provide authoritative portfolio advice and challenge on investment opportunities being considered, including portfolio risk implications and future monitoring and governance requirements
- For investments allocated to the individual for monitoring own the preparation and quality assurance of regular reporting, briefings and recommendations for the Investment Committee, Executive, senior management, the Board and shareholder representatives where required
- Coordinate inputs from investment verticals, Finance, Legal and Risk to ensure portfolio reporting is joined-up, consistent and decision-useful
- Act as Board Observer in GBE investees where required, ensuring relevant board-level information is reflected in GBE's assessment of each investee and identifying emerging issues and risks to GBE's investment
- Identify, assess and escalate emerging issues, trends and exceptions across the portfolio, including financial underperformance, liquidity pressure, missed business-plan milestones, covenant concerns, management or governance issues, market risks, concentration risks and cross-cutting dependencies
Qualifications and Experience:
- Relevant degree or equivalent experience in finance, economics, business/finance, accountancy, mathematics, engineering, project delivery or a related field would be highly advantageous
- A relevant professional qualification (for example: MBA, CB, CFA, CISI, ACA/CA) or evidence of working towards one would be highly advantageous
Essential:
- Experience in investment portfolio management, corporate investment, private equity, growth capital, corporate finance, investment operations, governance, performance or a similar analytical role
- Strong understanding of the full corporate investment lifecycle, including post-close monitoring, shareholder governance, risk management, intervention and exit
- Demonstrable experience owning or materially developing investment-monitoring frameworks, standards, controls or governance processes
- Strong financial and commercial judgement, with the ability to challenge complex corporate information and form evidence-based recommendations
- Experience preparing and presenting clear findings and evidence-based recommendations to senior committees, boards or investment decision-makers
- Strong stakeholder-management skills, including the confidence to constructively challenge investment teams, investee management, co-investors, advisers and senior colleagues
- Ability to lead quality assurance of investment-monitoring information and maintain a clear, accurate and auditable evidence base for portfolio assessments and recommendations
- Ability to work effectively in a developing organisation, adapting as systems, processes and priorities evolve
- Sound judgement in determining when matters require enhanced monitoring, escalation, intervention or formal decision-making, combined with discretion and professionalism when handling sensitive or commercially relevant information
- Strong working knowledge of Microsoft Office tools, particularly Excel, PowerPoint and Word
- Strong understanding of corporate finance, financial statements, business plans, valuation, shareholder governance and the monitoring of minority corporate investments, or the ability to apply investment-monitoring disciplines to these areas quickly
- Experience assessing financial, commercial, operational, management, governance and counterparty risks within corporate, private equity, growth capital or strategic industrial investments
Desirable:
- Experience managing corporate investment, private equity, growth capital, strategic industrial or supply-chain investment portfolios
- Experience supporting committee or board reporting, governance forums or decision-making processes
- Experience using portfolio reporting systems, dashboards or data visualisation tools
- Experience working within public sector governance, assurance and accountability requirements
- Experience in clean energy supply chains, advanced manufacturing, industrial businesses or strategic corporate investment would be advantageous
- Experience monitoring minority equity positions, shareholder agreements, board or observer arrangements, follow-on funding requirements or investees with complex governance rights would be advantageous
What We Offer:
- Competitive base salary
- Performance-related bonus scheme
- Excellent pension scheme
- 4x salary life assurance
- Group income protection
- 38 days annual leave
- Flexible working arrangements
- Ongoing professional development and training
- Supportive, inclusive working environment
Investment Portfolio Officer in Fraserburgh employer: Public Sector Resourcing CWS
The Ministry of Defence (MOD) is an exceptional employer, offering a unique opportunity to lead transformative projects that directly impact national security and the welfare of armed forces personnel. With a strong commitment to employee development, a diverse and inclusive work culture, and the chance to work on high-stakes programmes in a collaborative environment, the MOD provides meaningful roles that contribute to the greater good. Located in London with additional travel to Bristol and Reading, this hybrid role allows for flexibility while engaging in critical defence initiatives.
Contact Details:
Public Sector Resourcing CWS Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Portfolio Officer in Fraserburgh
✨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 Public Sector Resourcing CWS, 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 Public Sector Resourcing CWS.
✨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 Public Sector Resourcing CWS.
✨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 Public Sector Resourcing CWS, 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 Officer in Fraserburgh
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 Public Sector Resourcing CWS 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 Public Sector Resourcing CWS.
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 Public Sector Resourcing CWS 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 Public Sector Resourcing CWS. Numbers speak louder than words!
How to prepare for a job interview at Public Sector Resourcing CWS
✨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 Public Sector Resourcing CWS 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 withPublic Sector Resourcing CWS.
