Portfolio Analyst

Solid Recruitment; Chichester; On-site; GBP 26,000 - 30,000; Full time

Job summary

Solid Recruitment is seeking a Portfolio Analyst in Chichester with hybrid working. The role is full-time and permanent, offering a base salary of £26,250 plus bonus and a clear career path.

You will represent the customer with retailers, track resolutions in Company Software, and develop expertise in tariffs and charging methodologies to analyse invoices within SLA. The ideal candidate will be proactive, efficient, commercially aware, meticulous, and highly organised with strong communication

Qualifications

• Proactive
• Efficient
• Commercially aware
• Meticulous
• Organised
• Strong communicator

Responsibilities

• Analyze invoices to ensure retailers provide accurate information and track resolution through the billing query process.
• Regularly review and compare data between CRM and the central market; investigate and correct disparities.
• Investigate and explain variances and trends; provide insights to internal teams and customers.
• Invoice validation & data management to meet SLAs.
• Develop knowledge of market structure and tariffs; identify savings opportunities.
• Complete payment files in branded format on an agreed timeframe to ensure invoices are paid.
• Review and update CRM data with other analysts to maintain high data quality.
• Handle inbound emails from customers and retailers; respond within contractual SLAs.
• Answer inbound calls professionally; coordinate with Account Management.
• Identify action points from meetings and reports, and communicate progress.
• Ensure effective communication within Operations; collaborate with analysts.
• Identify project opportunities and support delivery across Operations.
• Support onboarding for new customers.

Job description

Job Title: Portfolio Analyst

Based: Chichester / Hybrid

Role: Full time Permanent

Salary: £26,250 plus bonus and career path

• Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software
• Develop a detailed understanding of tariffs and charging methodologies,
• using this to analyse invoices within SLA.
• Data steward, ensuring a high level of accuracy & robust data quality

Main Responsibilities for the Portfolio Analyst

Main responsibilities kfjnvdkney Areas Tasks

• Analysis Interrogate invoices to ensure retailers are providing accurate information for customers, challenging them as appropriate & tracking resolution through the billing query process.
• Regularly review and compare data between company CRM and the central market, investigating and correcting disparities
• Investigate & explain variances and trends, providing insight internally & to customers
• Invoice Validation & Data Management
• Validate both paper and electronic billing to ensure customer contract SLAs are achieved.
• Develop a strong knowledge of market structure and tariffs.
• Provide insight as to the impact of any updates on the team and wider business
• and use this knowledge to identify savings opportunities.
• Complete payment files in appropriate branded format on a customer agreed timeframe to ensure invoices are paid.
• Review & update CRM data regularly, in conjunction with other analysts to ensure data is high quality.
• Challenge retailers on inaccuracies in invoices and track resolution through the billing query process.
• Provide updates to other team members as required.
• Manage incoming email queries from customers, retailers & other
• sources in a prompt & polite manner within contractual SLAs.
• Promptly answer inbound calls, dealing with all callers politely and professionally.
• Meet regularly with the Account Management Team as required.
• Identify action points from meetings & reports, follow through to resolution and communicate progress.
• Ensure effective communication throughout the Operations Team,
• proactively collaborating with all analysts & supporting in completion of
• any relevant tasks to provide the best customer outcomes.
• Projects Identify project opportunities & support in delivery of these across the Operations Team.
• Supports during the onboarding process for new customers.

Ideal Applicant for the Portfolio Analyst:

• Proactive
• Efficient
• Commercially aware
• Meticulous, and diligent
• Accuracy focused
• OrganisedStrong communicator