Portfolio Analyst

Portfolio Analyst

Full-Time 100000 - 130000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Analyse business forecasts and enhance financial models for strategic decision making.
  • Company: Join a high-growth renewables business with a dynamic team.
  • Benefits: Competitive salary, hybrid work, and opportunities for professional growth.
  • Why this job: Make a real impact in the renewable energy sector while developing your analytical skills.
  • Qualifications: Experience with Python, SQL, and portfolio performance reporting is ideal.
  • Other info: Collaborate with stakeholders and drive transformation initiatives in a supportive environment.

The predicted salary is between 100000 - 130000 £ per year.

We are working with a high growth renewables business to find a Portfolio Analyst to join their dynamic team. This role offers an exciting opportunity to join a strategic finance function. The successful candidate will generate and analyse both short-term and long-term business forecasts factoring in different growth scenarios to support strategic decision making. You will be instrumental in maintaining and enhancing sophisticated financial models, and central to the quarterly group valuation process, providing critical insights that shape strategic direction and inform senior leadership as well as shareholders.

You will need to deliver high quality analysis to support strategic decision making and you will ideally have some experience with Python & SQL to refine sophisticated models. You will be required to collaborate closely with internal and external stakeholders to ensure valuation processes are robust and aligned with business objectives.

Key remits to the role:
  • Maintain and enhance complex Excel and Python based financial models
  • Develop new data interfaces
  • Support long-term growth forecasting
  • Assist Senior Finance leaders to prepare materials for external stakeholders
  • Provide support for investor-relations activities
  • Identify opportunities for process improvement, automation, and change management within financial analysis workflows
  • Drive transformation initiatives by proactively seeking ways to optimise existing processes while ensuring compliance with best practices
Qualifications / ideal candidate:
  • Ideally experience working with Python or SQL and experience in VBA
  • Experience of portfolio performance reporting and comprehensive valuation
  • In-depth knowledge of the infrastructure sector; experience within renewable energy is considered advantageous but not essential
  • A proactive mindset to identify opportunities for process improvement
  • Experience supporting investor relations functions

If you are interested in this superb opportunity within a high growth renewables business then please email steve.church@robertwalters.com or apply below.

Portfolio Analyst employer: Robert Walters UK

Join a high-growth renewables business in London, where you will be part of a dynamic team that values innovation and collaboration. With a strong focus on employee development, this company offers opportunities for professional growth and the chance to work on impactful projects that contribute to a sustainable future. Enjoy a hybrid work environment that promotes work-life balance while being at the forefront of the renewable energy sector.
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Contact Detail:

Robert Walters UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Analyst

✨Tip Number 1

Network like a pro! Reach out to people in the renewables sector, especially those who work in finance. A casual chat can lead to opportunities that aren’t even advertised yet.

✨Tip Number 2

Show off your skills! If you’ve got experience with Python or SQL, make sure to highlight that in conversations. Maybe even prepare a mini-project to showcase your financial modelling prowess.

✨Tip Number 3

Be proactive! When you’re chatting with potential employers, don’t just wait for them to ask about your experience. Bring up how you can identify process improvements and drive transformation initiatives.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the team at this high-growth renewables business.

We think you need these skills to ace Portfolio Analyst

Financial Modelling
Data Analysis
Python
SQL
VBA
Portfolio Performance Reporting
Valuation Techniques
Growth Forecasting
Stakeholder Collaboration
Process Improvement
Automation
Change Management
Investor Relations Support
Proactive Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Portfolio Analyst role. Highlight your experience with financial models, Python, and SQL. We want to see how your skills align with the job description!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the renewables sector and how you can contribute to our strategic finance function. Keep it engaging and relevant!

Showcase Your Analytical Skills: In your application, don’t forget to showcase your analytical skills. Provide examples of how you've used data to drive decision-making or improve processes. We love seeing real-world applications of your expertise!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for this exciting opportunity in our dynamic team!

How to prepare for a job interview at Robert Walters UK

✨Know Your Numbers

Make sure you brush up on your financial modelling skills, especially in Excel and Python. Be ready to discuss how you've used these tools in past roles to generate forecasts or analyse data. This will show that you can hit the ground running.

✨Understand the Industry

Familiarise yourself with the renewable energy sector and its current trends. Being able to speak knowledgeably about the industry will impress the interviewers and demonstrate your genuine interest in the role.

✨Prepare for Scenario Questions

Expect questions that ask you to analyse different growth scenarios. Think about how you would approach forecasting and what factors you would consider. Practising these types of questions can help you articulate your thought process clearly.

✨Show Your Collaborative Spirit

This role involves working closely with various stakeholders. Be prepared to share examples of how you've successfully collaborated in the past, particularly in high-pressure situations. Highlighting your teamwork skills will be key to showcasing your fit for the dynamic team.

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