Job Description
Job title: Portfolio Analyst
Salary: £50k -£55k
Location: Bristol (hybrid working possible)
Reporting to: Finance Director
Hours: Full Time/Part Time (minimum 4 days)
Our Client
Our client is a leading place-based impact investor based in central Bristol.
They are looking for a confident and ambitious Portfolio Analyst to support their plan to become a commercially sustainable driving force in the social, environmental, and economic development of the region.
Portfolio Analyst – The Role
You will focus on portfolio management of existing investments and the evaluation of future investment opportunities.
As Portfolio Analyst your responsibilities will include:
- Review the current investment portfolio and make recommendations;
- Monitor investments to ensure they achieve financial and impact targets;
- Maintain and monitor loan repayment schedules;
- Manage loss forecasts and provisions;
- Produce and deliver quarterly performance and investor reports;
- Assist with securing borrowing and management of multiple funds and debt instruments;
- Develop and maintain financial models to appraise investment opportunities;
- Assist with business plans, management accounts, budgets and cashflow forecasts;
- Researching industry sectors and comparable deals.
The Successful Applicant
As Portfolio Analyst you are likely to be a recently qualified accountant with an interest in corporate finance, looking to make a move out of practice or industry into a more commercial role. You will be motivated by social change and determined to solve problems in the face of competing challenges.
Key attributes include:
- Qualified accountant (ACCA/ACA/CIMA);
- Strong excel skills and an interest in improving your financial modelling skills;
- Strong financial, analytical and research skills;
- Excellent communication and report writing skills;
- Good understanding of Balance Sheets, P&L’s and Cash Flows;
- Self-starter with can do attitude;
- Well organised and excellent attention to detail;
- SME or corporate finance experience desirable;
- Property experience desirable.
Please note that due to the volume of applicants we have for these types of roles, we will be unable to progress your application unless you include a cover letter addressing the requirements above and answering the following questions in your application.
- Are you a qualified accountant (ACCA/CIMA/ACA)?
- Have you reviewed management accounts?
- Do you have property experience?
- Do you have an understanding of corporate finance?
- Do you have experience of appraising investment opportunities?
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