Portfolio Analyst

Solid Recruitment; Chichester; Hybrid; GBP 27,000; Full time

Job summary

A recruiting agency based in Chichester is seeking a Portfolio Analyst for a full-time permanent position. This role involves representing customer interests, analyzing invoices for accuracy, and managing data quality in a hybrid work environment. The ideal candidate will have a proactive approach, strong communication skills, and a focus on detail. The role offers a competitive salary and bonus opportunities, making it an excellent chance for career development.

Qualifications

• Proactive approach to problem-solving.
• Ability to handle billing queries and discrepancies.
• Strong organizational skills to manage data.

Responsibilities

• Represent customer interests with retailers.
• Analyze invoices and challenge inaccuracies.
• Ensure data accuracy and quality.

Skills

Proactive

Efficient

Commercially aware

Meticulous

Accuracy focused

Organised

Strong communicator

Job description

Job Title: Portfolio Analyst

Based: Chichester / Hybrid

Role: Full time Permanent

Salary: £26,228 plus bonus and career path

Main Responsibilities for the Portfolio Analyst

• 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
• 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
• Organised
• Strong communicator