Portfolio Associate

Octopus Energy; Greater London; On-site; GBP 52,000 - 72,000; Full time

Job summary

Octopus Energy Generation (OEGEN) seeks a Portfolio Associate to join the OEGEN Funds Team in London. Reporting to the Senior Portfolio Manager, you will contribute to the fund-management lifecycle across listed and private investments.

The role emphasizes portfolio analysis, valuations, cash-flow forecasting, debt and FX management, governance and investor reporting, with a focus on allocations across semi-liquid and liquid strategies and monthly NAV support.

Qualifications

• Strong finance, accounting or investment background.
• Analytical and organised approach to work.
• Experience with fund-management processes or investments.

Responsibilities

• Support the Senior Portfolio Manager across the full fund-management cycle, including portfolio analysis, valuations, cash-flow forecasting, debt, FX, hedging, governance and investor reporting.
• Analyse allocations and underlying fund information across semi-liquid and liquid strategies, reviewing valuations and asset performance across private investments.
• Support the Finance team with monthly NAV processes.

Skills

Finance background

Accounting background

Investment background

Analytical

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 £8 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 Associate to join the OEGEN Funds Team, reporting to the Senior Portfolio Manager.

The role will work across OEGEN’s listed funds, semi-liquid strategies and private funds, supporting investments in renewable infrastructure and liquid investments.

You will support the Senior Portfolio Manager across the full fund-management cycle, including portfolio analysis, valuations, cash-flow forecasting, debt, FX, hedging, governance and investor reporting. You will also have a particular role in analysing allocations and underlying fund information across semi-liquid and liquid strategies, reviewing valuations and asset performance across private market investments, and supporting the Finance team with monthly NAV processes.

The role would suit someone with a strong finance, accounting or investment background who is analytical, organised and comfortable working across recurring processes and more judgement-led portfolio analysis. It offers the opportunity to develop broad fund-management experience across a varied set of OEGEN portfolios.