Portfolio Analyst

Octopus Renewables; Greater London; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Equal Opportunity Employer

Inclusive work environment

Job summary

Octopus Renewables is seeking a Portfolio Analyst to join their OEGEN Funds Team in Greater London. The ideal candidate will support the Portfolio Manager by providing insights through data analysis, investor reporting, and valuation processes.

This role involves working on funds focused on Energy Transition Assets and requires strong financial modelling skills, relevant experience in fund management, and excellent communication abilities. Candidates should thrive in a fast-paced environment and possess a passion for renewable energy.

Qualifications

• At least two years of relevant experience in fund management or analysis.
• Strong financial modelling capability, including DCF valuation.
• Understanding of private fund management processes.

Responsibilities

• Coordinate quarterly and annual investor reporting for assigned funds.
• Support portfolio decisions using scenarios and sensitivities.
• Build and review DCF valuation models for renewable assets.

Skills

Financial modelling

Fund management

Analytical skills

Verbal and written communication

Stakeholder management

Education

CFA qualification (advantageous)

Tools

Excel

Power BI

Job description

Help us make a big green dent in the universe. We're on a mission to drive the global renewable energy revolution, and we need many more people to help us make our vision a reality.

Octopus Energy Generation (OEGEN) is a leader in sourcing, investing in, and managing a wide range of utility‑scale renewable energy assets. As we continue to expand our investment base, we are dedicated to building a diverse team that reflects the communities we serve. Currently, we manage a global portfolio of over £7 billion in renewable energy assets.

We are committed to delivering best‑in‑class responsible investment activity, offering like‑minded investors the means and products to invest their capital sustainably. It is our ambition to change the entire energy lifecycle and make every green electron matter, delivering the best outcomes for customers, investors, the environment and society, accelerating the transition to net zero.

About the role

We are seeking a Portfolio Analyst to join the OEGEN Funds Team, reporting to a Portfolio Manager. You will support the Portfolio Manager across four Funds focused on Energy Transition Assets, Asian based investments and Growth Equity (Venture capital). You will work with platform leads, asset managers, finance, investment teams, external valuers and auditors to turn investment and asset‑level data into fund‑level insight, reporting and valuation outputs that are accurate, auditable and useful for investors.

What you’ll do

Investor outcomes, reporting and communications

• 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.
• Prepare materials for customer boards, peer reviews, valuation committee inputs, investor meetings and ongoing due diligence requests, ensuring outputs are clear, consistent and decision‑useful.
• Support investor relations workstreams including RFIs, fundraising support, ongoing due diligence, equalisation analysis and ad hoc investor communications.
• Maintain a clear reporting timetable and manage inputs from platform leads, asset managers, finance, investments, ESG / sustainability, external administrators and the Portfolio Manager.
• Translate operational, commercial and valuation information into investor‑facing narrative that is accurate, proportionate and aligned with fund mandates.

Data, fund modelling and portfolio MI

• Own and improve fund‑level data sets for AUM, NAV, track record, returns, distributions, commitments, investment status, valuation inputs and reporting KPIs.
• Support the Portfolio manager to run scenarios and sensitivities to support portfolio decisions, investor reporting, cash planning, valuation judgements and investment strategy discussions.
• Use Excel, Power BI and structured data processes to improve reporting automation, reduce manual error and create a clearer single source of truth.
• Identify gaps, inconsistencies or control issues in source data and work with platform teams, finance and asset managers to resolve them before outputs are released.

Valuations and DCF analysis

• Support monthly valuation oversight / unwinds, quarterly valuations, semi‑annual valuation assessments and annual external valuation review processes.
• Build, maintain, update and review DCF valuation models for renewable assets and assetco / SPV structures.
• Support the Portfolio Manager to prepare valuation analysis, sensitivities, bridges and supporting evidence for peer review, Valuation Committee papers, external valuation reviews and audit files.

Supporting the Portfolio Manager and fund governance

• Provide analytical and process support to the Portfolio Manager across recurring reporting, valuation, governance, audit, investor and portfolio‑management cycles.
• Maintain action trackers, timetables and control checklists for quarterly reporting, valuations, audits, annual reports, customer boards and investor deliverables.
• Monitor portfolio risks and issues that could affect investor outcomes, including valuation movements, underperformance, liquidity, distributions, debt covenants, hedging, fund mandate constraints and material data gaps.
• Prepare clear analysis and recommendations so the Portfolio Manager can make timely decisions and escalated matters to governance forums where required.
• Support fund‑level cashflow forecasts and support distribution, capital call, liquidity, refinancing, recycling and commitment analysis.
• Support hedging and ISDA workstreams, including quarterly rolling / reconciliations, covenant monitoring, capex hedging, FX analysis and interest‑rate swap reporting.
• Support the Portfolio Manager to respond to fund‑level audit and valuation audit requests with accurate data, evidence, model outputs and analysis, including annual external valuation review engagement support.

What you’ll need

• 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. A modelling test will form part of the recruitment process.
• 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 would be helpful.
• Experience of creating high quality investor outputs.
• Excellent financial acumen, CFA qualification considered advantageous.

Qualities that will help you stand out

• Thrive in a fast moving business, able to see solutions where others see problems, passionate about improving processes, models and customer outcomes. Excited, not overwhelmed by a challenge.
• Excellent verbal and written skills, able to distil and seek out insightful analysis.
• Active listener and communicator, able to demonstrate the ability to manage stakeholders.
• Passionate about detail, taking accountability for the accuracy of every output.
• Able to plan ahead but also work under pressure, always delivering to deadlines.
• Able to collaborate. A team player, flexible in approach and able to support others as necessary.

Equal Opportunity Employer Statement

As an equal opportunity employer, we do not discriminate on the basis of any protected attribute. Our commitment is to provide equal opportunities, an inclusive work environment, and fairness for everyone. We encourage you to apply regardless of whether you meet 100% of the job requirements. If you require accommodations or have unique preferences to customize your interview process, let us know so we can support your application experience.