At a Glance
- Tasks: Analyse invoices and ensure retailers provide accurate information for customers.
- Company: Dynamic company based in Chichester with a hybrid work model.
- Benefits: Competitive salary, bonus opportunities, and clear career progression.
- Other info: Exciting opportunity for growth in a supportive environment.
- Why this job: Join a team where your analytical skills can drive real change and savings.
- Qualifications: Strong analytical skills and attention to detail required.
The predicted salary is between 26250 - 26250 £ per year.
Based: Chichester / Hybrid Role: Full time Permanent Salary: £26,250 plus bonus and career path
Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software.
Develop a detailed understanding of tariffs and charging methodologies, using this to analyse invoices within SLA.
Data steward, ensuring a high level of accuracy and robust data quality.
Main Responsibilities for the Portfolio Analyst
- Interrogate invoices to ensure retailers are providing accurate information for customers, challenging them as appropriate and tracking resolution through the billing query process.
- Regularly review and compare data between company CRM and the central market, investigating and correcting disparities.
- Investigate and explain variances and trends, providing insight internally to customers.
- Validate both paper and electronic billing to ensure customer contract SLAs are achieved.
- Develop a strong knowledge of market structure and tariffs.
- Provide insight as to the impact of any updates on the team and wider business and use this knowledge to identify savings opportunities.
- Complete payment files in appropriate branded format.
Portfolio Analyst employer: Solid Recruitment Solutions
Join a well-established Financial Services practice in Chichester, where you will be part of a dynamic team that values professionalism and client satisfaction. With a competitive salary and benefits package, this role offers excellent opportunities for personal growth and development in a supportive work culture that encourages collaboration and innovation. Experience the unique advantage of working in a thriving environment that prioritises employee well-being and career advancement.
Contact Details:
Solid Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Solid Recruitment Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Solid Recruitment Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Solid Recruitment Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Solid Recruitment Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Solid Recruitment Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Solid Recruitment Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Solid Recruitment Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
