Portfolio Analyst

• Own and coordinate high-quality quarterly and annual investor reporting for assigned funds and strategies, including factsheets, valuation movements, performance commentary, NAV/AUM, distributions, track record, fund KPIs and portfolio updates.
• Support the Portfolio Manager with fund-level data sets, DCF valuation models, scenario analysis, and portfolio MI to drive investment decisions and reporting.
• Prepare materials for customer boards, peer reviews, valuation committee inputs, investor meetings, and due diligence requests, ensuring outputs are clear, consistent, and decision-useful.
• Support fund governance, audit processes, cashflow forecasting, and risk monitoring to ensure accurate and timely deliverables.

This role directly supports the growth and management of over £7 billion in renewable energy assets, accelerating the transition to net zero by enabling sustainable investment and driving the global renewable energy revolution.

• 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.
• 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 is helpful.

Octopus Energy Group offers a unique culture with autonomy, amazing co-owners, and projects that break new ground. Perks include being named the UK's top company to work for (2025) and ranking in the top ten in the Sunday Times Best Places to Work 2024. Salary is discussed during the recruitment process to match experience.

Octopus Energy Generation is a leader in sourcing, investing in, and managing utility-scale renewable energy assets globally, with a portfolio of over £7 billion. Their mission is to drive the global renewable energy revolution and accelerate the transition to net zero.