Portfolio Analyst

Valuations and DCF analysis:

• Support monthly valuation oversight / unwinds, quarterly valuations, semi-annual valuation assessments, and annual external valuation review processes
• Build, maintain, update, and review DCF valuation models for renewable assets and assetco / SPV structures
• Support the Portfolio Manager to prepare valuation analysis, sensitivities, bridges, and supporting evidence for peer review, Valuation Committee papers, external valuation reviews, and audit files

Supporting the Portfolio Manager and fund governance:

• Provide analytical and process support to the Portfolio Manager across recurring reporting, valuation, governance, audit, investor, and portfolio-management cycles
• Maintain action trackers, timetables, and control checklists for quarterly reporting, valuations, audits, annual reports, customer boards, and investor deliverables
• Monitor portfolio risks and issues that could affect investor outcomes, including valuation movements, underperformance, liquidity, distributions, debt covenants, hedging, fund mandate constraints, and material data gaps
• Prepare clear analysis and recommendations so the Portfolio Manager can make timely decisions and escalate matters to governance forums where required
• Support fund-level cashflow forecasts and support distribution, capital call, liquidity, refinancing, recycling, and commitment analysis
• Support hedging and ISDA workstreams, including quarterly rolling / reconciliations, covenant monitoring, capex hedging, FX analysis, and interest-rate swap reporting
• Support the Portfolio Manager respond to fund-level audit and valuation audit requests with accurate data, evidence, model outputs, and analysis, including annual external valuation review engagement support

What you'll need

• At least two years of relevant experience in fund management, portfolio management, infrastructure, renewable energy, valuations, investment analysis, transaction services, audit, advisory, or a comparable analytical role
• Strong financial modelling capability, including DCF valuation models, scenario analysis, sensitivity analysis, and model review. A modelling test will form part of the recruitment process
• Understanding of private fund management processes, including valuations, investor reporting, audit, AUM / NAV reporting, cashflow forecasting, and governance
• Experience with renewable energy, infrastructure, real assets, energy transition, or venture / growth investment analysis. Exposure to Asia markets or multi-jurisdictional portfolios would be helpful
• Experience of creating high quality investor outputs
• Excellent financial acumen, CFA qualification considered advantageous

And to really stand out from the crowd, you will display the following qualities and characteristics:

• Thrive in a fast-moving business, able to see solutions where others see problems, passionate about improving processes, models, and customer outcomes. Excited, not overwhelmed by a challenge
• Excellent verbal and written skills, able to distil and seek out insightful analysis
• Active listener and communicator, able to demonstrate the ability to manage stakeholders
• Passionate about the detail, taking accountability for the accuracy of every output
• Able to plan ahead but also work under pressure, always delivering to deadlines
• Able to collaborate. A team player, flexible in approach, and able to support others as necessary

💚 Why else you'll love it here

• 💰 Salary: Wondering what the salary for this role is? Just ask us! On a call with one of our recruiters, it's something we always cover as we genuinely want to match your experience with the correct salary. The reason why we don't advertise is because we honestly have a degree of flexibility and would never want salary to be a reason why someone doesn't apply to Octopus - what's more important to us is finding the right octofit!
• 🎉 Culture: Octopus Energy Group is a unique culture. An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co-owners, on projects that break new ground. We want your hard work to be rewarded with perks you actually care about! We were recently named the UK's top company to work for, and we ranked in the top ten in the Sunday Times Best Places to Work 2024. Our Group CEO, Greg, has recorded a podcast about our culture and how we empower our people. We’ve also been placed in the top 10 companies for senior leadership

Our process

Our process usually takes up to 4 weeks, but we’ll always do our best to flex around what works for you. Along the way, you’ll chat with our recruitment team, and your Recruiter will help you throughout different stages. Got any burning questions before then? Drop us a message at hiring@octoenergy.com, and we’d love to help!

Ready for a career with us?

We want to ensure you have all the tools and environment you need to unleash your potential. Need any specific accommodations? Whether you require specific accommodations or have a unique preference, let us know, and we'll do what we can to customise your interview process for comfort and maximum magic!

Studies have shown that some groups of people, like women, are less likely to apply to a role unless they meet 100% of the job requirements. Whoever you are, if you like one of our jobs, we encourage you to apply as you might just be the candidate we hire. Across Octopus, we're looking for genuinely decent people who are honest and empathetic. Our people are our strongest asset and the unique skills and perspectives people bring to the team are the driving force of our success. As an equal opportunity employer, we do not discriminate on the basis of any protected attribute. Our commitment is to provide equal opportunities, an inclusive work environment, and fairness for everyone.

Where necessary, we sometimes use AI tools to help with parts of our hiring process, like reviewing applications or assessing responses. We’re lucky to receive a huge amount of interest, so these tools help our recruiters manage that volume, not replace them. Ultimately, every hiring decision (for example, whether to progress your application or not) is always made by a real person in our Talent team.

If you’d like to know more about how we use your data, you can reach out to us via email at talent@octoenergy.com. We’re happy to help!