Portfolio Operations Specialist - Energy

Close Brothers Group; Manchester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Join a leading UK merchant banking group as a Portfolio Operations Specialist in the Energy Finance team. You will support customers throughout their journey by processing financial agreements and managing client interactions while promoting a passion for renewable energy. The role requires excellent administrative and interpersonal skills, alongside an interest in the energy sector.

Qualifications

• Experience in customer support within a financial environment.
• Proactive and able to work independently and in teams.
• Interest in the renewable energy sector.

Responsibilities

• Manage onboarding of new customers and maintain existing files.
• Process loan drawdowns and monitor fees and invoices.
• Support wider Energy team with routine tasks and projects.

Skills

Administrative support

Attention to detail

Communication skills

Numerical skills

Analytical skills

Interpersonal skills

Tools

Alfa

Salesforce

Tableau

Job description

Portfolio Operations Specialist - Energy, Manchester

Client:

Close Brothers Group

Location:

Manchester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

a4092d43d587

Job Views:

12

Posted:

22.06.2025

Expiry Date:

06.08.2025

Job Description:

OVERALL SUMMARY

At Close Brothers, we recruit individuals from diverse backgrounds and encourage applications even if you don’t tick every box. We promote inclusivity and support flexible work arrangements to help balance your work and personal life.

Join the Close Brothers Energy Finance team as a Portfolio Operations Specialist, where you will provide effective service to customers and support the team throughout the customer journey. Your responsibilities will include processing documentation for financial agreements, facilitating payouts, and managing the customer lifecycle.

We seek candidates with a strong administrative background, keen attention to detail, and excellent communication skills. Experience with legal documentation and financial agreements is advantageous. A passion for renewable energy is essential!

RESPONSIBILITIES

• Manage onboarding of new customers and maintenance of existing files, ensuring data accuracy.
• Become a champion of Bank systems such as Alfa and Salesforce.
• Process loan drawdowns and monitor fees and invoices.
• Handle customer enquiries efficiently via email or telephone.
• Support the wider Energy team with routine tasks and projects.
• Respond to external audit requests and provide bank statements to customers.
• Identify and mitigate risks, escalating issues as necessary.
• Ensure compliance with governance and regulatory standards.

QUALIFICATIONS AND SKILLS

• Experience in customer support within a financial environment.
• Proactive, with the ability to work independently and in teams.
• Strong numerical and analytical skills.
• Interest in renewable energy sector.
• Excellent interpersonal skills for stakeholder engagement.

DESIRABLE SKILLS

• Knowledge of development or project finance.
• Experience with Bank systems like ALFA, Salesforce, Tableau.
• Understanding of energy sector technologies.

We are committed to accessibility and will accommodate applicants with disabilities. For alternative formats or further discussion, please contact us via email.

ABOUT US

Close Brothers supports employees' work-life balance with flexible, hybrid working options. We are a leading UK merchant banking group listed on the London Stock Exchange, employing around 3,000 people mainly in the UK and Ireland.