Portfolio Analyst

Portfolio Analyst

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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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, growth opportunities, and a chance to make an impact.
  • Why this job: Be at the forefront of renewable energy finance and drive transformation initiatives.
  • Qualifications: Qualified Accountant with experience in Python, SQL, and financial analysis.
  • Other info: Collaborate with stakeholders and support investor relations in a fast-paced environment.

The predicted salary is between 36000 - 60000 £ 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 you will also be 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.

The ideal candidate:

  • Qualified Accountant ACA/CA/CFA
  • 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 or apply below.

Portfolio Analyst employer: Robert Walters

Join a high-growth renewables business that prioritises innovation and sustainability, offering a vibrant work culture where your contributions directly impact strategic decision-making. With a focus on employee development, you will have access to continuous learning opportunities and the chance to collaborate with industry leaders in a dynamic environment. Located in a forward-thinking sector, this role not only provides competitive benefits but also allows you to be part of a mission-driven team dedicated to shaping a sustainable future.
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Contact Detail:

Robert Walters 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! When you get the chance to meet potential employers, be ready to discuss your experience with Python and SQL. Bring examples of how you've used these tools to enhance financial models.

✨Tip Number 3

Prepare for interviews by brushing up on your knowledge of the infrastructure and renewable energy sectors. Being able to speak confidently about industry trends will set you apart from other candidates.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Portfolio Analyst

Financial Modelling
Data Analysis
Python
SQL
Excel
Portfolio Performance Reporting
Valuation Techniques
Process Improvement
Automation
Change Management
Stakeholder Collaboration
Investor Relations
Proactive Mindset
Strategic Decision Making

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the Portfolio Analyst role. Highlight your experience with financial models, Python, and SQL, and don’t forget to mention any relevant projects that showcase your analytical skills.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your background aligns with the company’s goals in the renewables sector. Keep it concise but impactful!

Showcase Your Analytical Skills: In your application, be sure to provide examples of how you've used data analysis to drive decision-making. Whether it's through forecasting or valuation processes, we want to see your analytical prowess in action!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!

How to prepare for a job interview at Robert Walters

✨Know Your Numbers

As a Portfolio Analyst, you'll be dealing with complex financial models. Brush up on your Excel and Python skills before the interview. Be ready to discuss how you've used these tools in past roles to generate forecasts or enhance financial models.

✨Understand the Business

Familiarise yourself with the renewables sector and the specific company you're interviewing with. Research their growth strategies and recent developments. This will help you demonstrate your interest and show that you can contribute to their strategic decision-making.

✨Prepare for Scenario Questions

Expect questions that ask you to analyse different growth scenarios. Practice articulating how you would approach forecasting and valuation under various conditions. Use examples from your experience to illustrate your analytical thinking and problem-solving skills.

✨Showcase Your Collaboration Skills

This role requires close collaboration with stakeholders. Be prepared to discuss how you've worked with different teams in the past. Highlight any experiences where you improved processes or contributed to investor relations, as this will resonate well with the interviewers.

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