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- Tasks: Join a dynamic team to manage investment performance reporting and financial compliance.
- Company: Work with a leading alternative investment firm focused on renewable energy.
- Benefits: Enjoy a competitive salary of £60,000 - £70,000 plus excellent benefits and bonus potential.
- Why this job: Make an impact in sustainability while developing your finance career in a fast-paced environment.
- Qualifications: Must be a recently qualified ACA with renewable funds audit experience or strong interest.
- Other info: We value diversity and encourage applications from under-represented groups.
The predicted salary is between 60000 - 70000 £ per year.
Trace – Expert Accountancy Recruitment provided pay range
This range is provided by Trace – Expert Accountancy Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Trace – Expert Accountancy Recruitment
Specialist accountancy & finance recruiter for Financial Services including Investment Management, Private Equity and Banking with a focus on…
Our client is a specialist alternative investment firm focused on renewable energy. They have a rare and exciting opportunity for a recently qualified ACA with an interest in sustainability to join the team.
Your Role:
- Responsibility for the production of the investment performance reporting.
- Ensure that the financials are in line with the targets set at acquisition.
- Work closely with the Transaction team assisting on new deals as well as exits.
- Review of the portfolio companies financial reporting and tax structures.
- Assist with liquidity management and cash flow forecasting.
- Monitoring the funds compliance with sustainability reporting.
- Review financial models and involvement in deal specific projects.
Your Skills & Qualifications:
- Be a recently qualified ACA with renewable funds audit experience or have a strong interest in this area.
- Have the ability to build good relationships with the investee companies senior management teams.
- Be able to multi-task and enjoy a fast-paced environment.
They are looking to offer the successful candidate £60,000 – £70,000 + excellent benefits and bonus potential.
For immediate consideration please contact Simon Humphreys at Trace Recruitment.
We will be reviewing CV’s throughout the process, so please apply straight away if you’re interested in this role. Unfortunately, we cannot consider anyone that needs to be sponsored either now or in the future.
We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process.
At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Accounting/Auditing
-
Industries
Investment Management
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Portfolio Analyst employer: Trace – Expert Accountancy Recruitment
Contact Detail:
Trace – Expert Accountancy Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Network with professionals in the renewable energy sector. Attend industry events or webinars to connect with people who work in investment management and sustainability. This can help you gain insights and potentially get referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in sustainability reporting and renewable funds. Being knowledgeable about current practices will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Prepare to discuss your experience with financial modelling and performance reporting. Be ready to share specific examples of how you've contributed to similar projects in the past, as this will demonstrate your capability for the role.
✨Tip Number 4
Showcase your ability to build relationships by preparing anecdotes that highlight your teamwork and communication skills. This is crucial for working closely with senior management teams at investee companies.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA qualification and any relevant experience in renewable funds audit. Emphasise your skills in financial reporting, compliance, and relationship building with senior management teams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for sustainability and how it aligns with the company's focus on renewable energy. Mention specific experiences that demonstrate your ability to multi-task in a fast-paced environment.
Highlight Relevant Skills: In your application, clearly outline your skills related to investment performance reporting, liquidity management, and cash flow forecasting. Use examples from your past roles to illustrate these competencies.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter 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 Trace – Expert Accountancy Recruitment
✨Understand the Role
Make sure you have a clear understanding of the Portfolio Analyst role and its responsibilities. Familiarise yourself with investment performance reporting, financial compliance, and sustainability reporting, as these are key aspects of the job.
✨Showcase Your ACA Qualification
As a recently qualified ACA, highlight your qualifications and any relevant experience in renewable funds audit. Be prepared to discuss how your background aligns with the firm's focus on sustainability and alternative investments.
✨Demonstrate Relationship-Building Skills
The ability to build strong relationships with senior management teams is crucial. Prepare examples of how you've successfully collaborated with others in previous roles, showcasing your interpersonal skills and teamwork.
✨Prepare for Fast-Paced Scenarios
Since the role involves multi-tasking in a fast-paced environment, be ready to discuss how you manage competing priorities. Share specific examples of how you've handled tight deadlines or complex projects in the past.
