Portfolio Analyst

TN United Kingdom; Stratford-upon-Avon; On-site; GBP 30,000 - 60,000; Full time

Job summary

Join a forward-thinking housing group dedicated to improving communities and providing quality homes. As a Portfolio Analyst, you will play a crucial role in analyzing data and developing strategies to enhance the performance of social rented homes. Your expertise in data manipulation and proficiency in tools like Excel and Power BI will drive impactful decisions. This role offers the chance to make a real difference in people's lives while enjoying a supportive environment that prioritizes your growth and well-being. If you're passionate about data and community improvement, this is the opportunity for you!

Benefits

Flexible working opportunities

Training programs

Professional qualifications

Wellbeing programs

Qualifications

• Experience in data analysis and reporting.
• Ability to develop and maintain business tools.

Responsibilities

• Deliver annual model refresh program for portfolio performance.
• Engage with external parties on portfolio projects.

Skills

Data manipulation

Excel proficiency

Cash-flow modeling

Power BI

Attention to detail

GIS tools

Sector/property experience

Education

Relevant experience or qualification

Tools

Excel

Power BI

Job description

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We’re building thriving communities as one of the UK’s largest housing groups and a leading developer of affordable housing.

We believe everyone is entitled to a good home they can afford, in a place they are proud to live. More than [number missing], people live in our homes.

If you want to experience work that’s truly rewarding, join us. Because when we achieve together, customers and communities thrive.

Work for Orbit. Believe in people.

The role

The Portfolio Team continually reviews the performance of Orbit’s 34,000+ social rented homes; through excellent data modelling and management, we propose asset management strategies to improve the portfolio performance.

The Portfolio Analyst will be responsible for the annual update and management of our (Excel-based) Asset Performance Evaluation Model (APE) and Thriving Communities Models (TCS). These guide and support our decision-making, along with other models such as the Void Matrix.

What you'll achieve

You will deliver an annual model refresh program, monitoring and reporting on the impact of change on Orbit’s portfolio performance. Using the quantitative outputs and qualitative data, you’ll recommend appropriate strategies for Orbit’s homes and estates.

You’ll specifically focus on developing a pipeline of poorly performing schemes to be progressed by the wider business. Specific tasks involve:

• Accountable for annual updates and maintenance of the team’s business tools (Excel databases/Power BI).
• Interrogating and understanding data from colleagues to ensure our scheme/asset strategies are appropriate. Challenging all assumptions and exceptions to ensure data is accurate and current.
• Producing a five-year Quality Improvement Pipeline (QIP), helping our customers move into better quality homes, using a combination of quantitative and qualitative data.
• Continual review of portfolio performance data to propose improvement strategies and evolve our models.
• Engaging with external parties on portfolio projects; helping them understand how Orbit records data and monitors portfolio performance to ensure the best outcomes.

What you'll bring

Essential skills

• Enjoys manipulating large amounts of data accurately, quickly, and reporting the output.
• Confident with cash-flow models, developing spreadsheets or databases to analyze business change.
• Excellent Microsoft Office skills, specifically Excel.
• Excellent attention to detail with a critical and logical approach.
• Relevant experience, qualification, or equivalent.
• Competent in use of Power BI and Mapping Tools (GIS).
• Sector/property experience.

Why Orbit?

Choosing us means being rewarded in every sense.

Here’s what you can expect to enjoy with us.

A rewarding experience that works for you

We strive to create an inclusive environment with benefits and wellbeing programs designed to help you and your loved ones thrive. For a better work-life balance, we offer flexible working opportunities for many roles.

A place to progress

From training programs to professional qualifications, we provide opportunities to learn and develop at every stage of your career. Whether you’re a student, graduate, or experienced professional, we’ll support your growth.

For leaders, our tailored development journeys are designed to strengthen your leadership skills. We offer practical training, access to renowned business schools, and experiential programs for broader learning.

A purpose to feel proud of

We’re proud to make a difference together. We’re values-driven with a focus on performance—because the more profit we make, the more we can achieve for people.

What unites us is a passionate belief in progress and people.

Read more about our values and purpose on our careers website.

How we hire

We aim to make our hiring process simple and fair:

• Online application
• Interview(s)
• Decision and offer

We prioritize safeguarding our customers, colleagues, and contractors, and certain roles will require a DBS check.