Portfolio Management Analyst

  • 33304
  • Life - Other
  • |
  • England
  • |
  • Feb 6, 2018
Consulting
RESPONSIBILITIES
  • Financial business partnering for investee companies across Housing, Infrastructure and SME Finance portfolio assets, including:
  • portfolio performance tracking.
  • reviewing and reporting appropriate valuation bases for portfolio investments.
  • Producing financial and operational reporting packs for existing and newly acquired investments.
  • Contributing to financial due diligence for investments.
  • Contributing to communications with the Group-level investment committees, including new investment proposals and portfolio reviews.
  • Financial business partnering:
  • Assisting with the reporting and communicating of the financial performance and position of a group of portfolio assets.
  • Liaising with the Direct Investment team to produce asset-level plans and financial projections.
  • Producing actual and forecast IRR and ROCE data.
  • Financial and operational reporting packs.
  • Providing regular update to senior stakeholders as to the performance vs. plan by asset and sector.
  • Engaging with internal and external valuation experts to produce asset valuations.
  • Financial due diligence:
  • Performing review of investment forecasts including creating data books and driving scenario planning and sensitivity analysis.
  • Translating asset-level data into financial metrics including overlaying profit and loss impact.
  • Contributing to submissions and presentations to investment committees.
  • Assisting with the preparation of the financial aspect of case reviews and new investment proposals.
QUALIFICATIONS
  • Newly or recently qualified ACA / ACCA.
  • Essential to have experience either in corporate finance advisory / financial due diligence or investment management environment.
  • Knowledge of some of sectors into which invests desirable but not extensive.
  • Experience of IFRS.
  • Experience a communication with senior institutional stakeholders/ investment committees.
  • Experience of producing high quality professional financial papers and analysis
  • Advanced excel and financial modelling skills.