Portfolio Analyst at Octopus Energy

📋 Description

• Own and coordinate quarterly and annual investor reporting (NAV/AUM, distributions, KPIs).
• Prepare materials for boards, reviews, investor meetings and due diligence.
• Support investor relations: RFIs, fundraising, due diligence and ad hoc comms.
• Maintain reporting timetable and inputs from platform leads and asset managers.
• Translate ops/valuation data into investor-facing narratives aligned with fund mandates.
• Use Excel and Power BI to automate reporting and create a single source of truth.

🎯 Requirements

• 2+ years in fund/portfolio management or related analytical role.
• Strong financial modelling: DCF, scenarios, sensitivities.
• Knowledge of private fund processes: valuations, AUM/NAV, reporting.
• Experience with renewable energy or infrastructure assets; Asia exposure helpful.
• Experience creating high-quality investor outputs.
• CFA qualification advantageous.
• Standout: fast-paced, team player, detail-oriented, deadline driven.

🎁 Benefits

• Salary discussed with recruiters to match experience.
• Unique, flexible culture with autonomy and ownership.