Job title: Portfolio Analyst
Salary: £50k -£55k
Location: Bristol (hybrid working possible)
Reporting to: Finance Director
Hours: Full Time/Part Time (minimum 4 days)
Our Client
Our client is a leading place-based impact investor based in central Bristol.
They are looking for a confident and ambitious Portfolio Analyst to support their plan to become a commercially sustainable driving force in the social, environmental, and economic development of the region.
Portfolio Analyst - The Role
You will focus on portfolio management of existing investments and the evaluation of future investment opportunities.
As Portfolio Analyst your responsibilities will include:
1. Review the current investment portfolio and make recommendations;
2. Monitor investments to ensure they achieve financial and impact targets;
3. Maintain and monitor loan repayment schedules;
4. Manage loss forecasts and provisions;
5. Produce and deliver quarterly performance and investor reports;
6. Assist with securing borrowing and management of multiple funds and debt instruments;
7. Develop and maintain financial models to appraise investment opportunities;
8. Assist with business plans, management accounts, budgets and cashflow forecasts;
9. Researching industry sectors and...