Portfolio Analyst in Chichester

Portfolio Analyst in Chichester

Chichester Full-Time 20000 - 30000 Β£ / year (est.) No working from home possible
Solid Recruitment

At a Glance

  • Tasks: Analyse invoices, track queries, and ensure data accuracy for customer satisfaction.
  • Company: Join a dynamic team in Chichester, committed to delivering exceptional service.
  • Benefits: Enjoy a competitive salary, bonuses, and a clear career path with hybrid work options.
  • Other info: Opportunity to work on exciting projects and support new customer onboarding.
  • Why this job: Be part of a collaborative culture that values insight and proactive problem-solving.
  • Qualifications: Looking for detail-oriented individuals with strong communication skills and commercial awareness.

The predicted salary is between 20000 - 30000 Β£ per year.

Job Title: Portfolio Analyst 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 & robust data quality Main Responsibilities for the Portfolio Analyst Main responsibilities kfjnvdkney Areas Tasks * Analysis Interrogate invoices to ensure retailers are providing accurate information for customers, challenging them as appropriate & tracking resolution through the billing query process. * Regularly review and compare data between company CRM and the central market, investigating and correcting disparities * Investigate & explain variances and trends, providing insight internally & to customers * Invoice Validation & Data Management * 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 on a customer agreed timeframe to ensure invoices are paid. * Review & update CRM data regularly, in conjunction with other analysts to ensure data is high quality. * Challenge retailers on inaccuracies in invoices and track resolution through the billing query process. * Provide updates to other team members as required. * Manage incoming email queries from customers, retailers & other * sources in a prompt & polite manner within contractual SLAs. * Promptly answer inbound calls, dealing with all callers politely and professionally. * Meet regularly with the Account Management Team as required. * Identify action points from meetings & reports, follow through to resolution and communicate progress. * Ensure effective communication throughout the Operations Team, * proactively collaborating with all analysts & supporting in completion of * any relevant tasks to provide the best customer outcomes. * Projects Identify project opportunities & support in delivery of these across the Operations Team. * Supports during the onboarding process for new customers. Ideal Applicant for the Portfolio Analyst: Proactive Efficient Commercially aware Meticulous, and diligent Accuracy focused Organised Strong communicator

Portfolio Analyst in Chichester employer: Solid Recruitment

Solid Recruitment is an excellent employer that prioritises quality and accuracy in its work culture, making it a rewarding place for Microbiology Lab Technicians. Located in the picturesque outskirts of Chichester, employees benefit from a supportive environment that fosters professional growth and development, alongside competitive salaries and a commitment to compliance and precision in testing. Join a dedicated team where your contributions are valued and your career can flourish.

Solid Recruitment

Contact Details:

Solid Recruitment Recruitment Team

StudySmarter Expert Advice🀫

We think this is how you could land Portfolio Analyst in Chichester

✨Tip Number 1

Familiarise yourself with the key responsibilities of a Portfolio Analyst, especially around data management and invoice validation. Understanding these areas will help you demonstrate your knowledge during interviews.

✨Tip Number 2

Network with current or former employees in similar roles to gain insights into the company culture and expectations. This can provide you with valuable information that you can use to tailor your approach when discussing your fit for the role.

✨Tip Number 3

Brush up on your analytical skills, particularly in relation to data interpretation and invoice analysis. Being able to showcase your ability to identify trends and variances will set you apart from other candidates.

✨Tip Number 4

Prepare to discuss specific examples of how you've successfully managed customer queries or resolved discrepancies in the past. This will highlight your proactive and meticulous nature, which is essential for this role.

We think you need these skills to ace Portfolio Analyst in Chichester

Data Analysis
Attention to Detail
Invoice Validation
CRM Management
Problem-Solving Skills
Communication Skills
Customer Service

Some tips for your application 🫑

Tailor Your CV:Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Portfolio Analyst. Emphasise your analytical abilities, attention to detail, and any experience with data management or customer service.

Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of the role and the company. Mention specific examples of how your skills can contribute to tracking billing queries and ensuring data accuracy, as outlined in the job description.

Highlight Relevant Skills:In your application, focus on key skills such as data analysis, communication, and problem-solving. Provide examples of how you've successfully managed similar tasks in previous roles, especially in relation to invoice validation and customer interactions.

Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Portfolio Analyst role.

How to prepare for a job interview at Solid Recruitment

✨Understand the Role

Before the interview, make sure you have a solid grasp of what a Portfolio Analyst does. Familiarise yourself with key responsibilities like invoice validation and data management, as well as the importance of accuracy in your work.

✨Showcase Your Analytical Skills

Be prepared to discuss your experience with data analysis and how you've tackled discrepancies in the past. Use specific examples to demonstrate your ability to interrogate invoices and provide insights based on your findings.

✨Communicate Effectively

As a Portfolio Analyst, strong communication is crucial. Practice articulating your thoughts clearly and concisely. Be ready to explain complex concepts in a way that anyone can understand, especially when discussing billing queries or market structures.

✨Demonstrate Proactivity

Employers value candidates who take initiative. Share instances where you've identified opportunities for improvement or savings in previous roles. Highlight your proactive approach to problem-solving and how it has benefited your team or customers.