Portfolio Associate

Jobtailor; Greater London; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Autonomy

Learning culture

Recognised in rankings

Job summary

Octopus Energy is seeking a Portfolio Associate to join the OEGEN funds team, supporting a unitised partnership with nearly £3bn AUM. You will own quarterly valuations, develop assumptions, and drive value through refinancing and operational improvements.

This role requires strong Excel/VBA skills, debt modelling experience, and a proactive, detail‑driven approach to financial analysis within a growing renewables portfolio.

Qualifications

• 4+ years relevant working experience.
• Experience in infrastructure, renewables, or project finance.
• Experience in discounted cash-flow and debt modelling; advanced Excel.
• Progress towards CFA, ACA, ACCA or equivalent is advantageous.

Responsibilities

• Own quarterly valuation updates for assigned assets with bridges and papers.
• Develop valuation assumptions and challenge weak evidence with asset management.
• Improve model consistency using Excel, VBA, automation or similar tools.
• Coordinate with external valuers, auditors, and advisers for analyses.
• Identify opportunities to enhance portfolio value through refinancing and operational improvements.
• Support annual performance targets for portfolios with asset management.
• Understand debt structures and incorporate debt, refinancing and hedging into models.
• Monitor investor returns, track KPIs, and onboard acquisitions with clear ownership.
• Assist in investor reports, fundraising and due diligence with high‑quality data.
• Provide valuation analysis and input into investment and committee papers.

Skills

Valuation modelling

Excel modelling

Debt modelling

Financial analysis

Education

Progress towards CFA/ACA/ACCA or equivalent

Tools

Excel VBA

Automation tools

DCF modelling tools

Job description

About the role

We are looking for a Portfolio Associate to join the OEGEN funds team, supporting Octopus Renewables Infrastructure SCSp. The role involves valuation, portfolio management, and value creation for a unitised partnership with nearly £3bn of funds under management. It offers a clear path for development within a growing fund.

Responsibilities

• Own and deliver quarterly valuation updates for assigned assets, ensuring accurate, well‑supported conclusions and preparing valuation bridges and papers.
• Develop and own valuation assumptions, challenge weak evidence, and collaborate with asset management teams to refine operational forecasts.
• Improve model consistency and efficiency using advanced Excel, VBA, automation, or other tools.
• Support engagement with external valuers, auditors, and advisers, preparing analysis and reconciling outputs.
• Identify opportunities to enhance portfolio value through refinancing, operational improvements, and strategic actions, quantifying realized value creation.
• Support the delivery of annual performance targets for allocated portfolios in partnership with asset management.
• Understand debt structures, ensure lender requirements are met, and incorporate debt, refinancing, and hedging assumptions into models and committee materials.
• Monitor investor returns, track KPIs, and ensure new acquisitions are onboarded with clear ownership, assumptions, controls, and reporting outputs.
• Support the creation of investor reports, fundraising, and due diligence processes with high‑quality data and analysis.
• Provide investment and transaction support through valuation analysis, model review, sensitivity analysis, and input into investment and committee papers.

Qualifications

• Minimum of 4 years relevant working experience.
• Previous experience in infrastructure, renewable energy, infrastructure asset management, project finance or infrastructure valuation; offshore wind experience is advantageous.
• Experience in discounted cash‑flow and debt modelling; advanced Excel skills; a modelling test will be part of the recruitment process.
• Strong understanding of fund management processes for debt and equity for listed funds.
• Strong written skills, with experience preparing valuation papers, investment papers, committee papers, board materials or investor‑facing analysis.
• Strong financial acumen; progress towards CFA, ACA, ACCA or another relevant qualification is advantageous.

Desired characteristics

• Detail oriented, accountable for accuracy, and able to self‑review.
• Able to plan ahead, work under pressure, and meet deadlines.
• Can interpret information and distil it concisely.
• Strong verbal and written communication and ability to collaborate with teams.
• Thrives in a fast‑moving environment, finds solutions, and is passionate about improving processes, models and outcomes.

Benefits

• Competitive salary negotiated based on experience.
• Culture of autonomy, learning, and rapid decision‑making.
• Recognised in best‑places‑to‑work rankings.
• Additional perks and rewards tailored to employees.

Equal Opportunity Statement

We are an equal opportunity employer and do not discriminate on the basis of any protected attribute. We are committed to providing equal opportunities, an inclusive work environment, and fairness for everyone.