Our client is a leading place-based impact investor based in central Bristol.
They are seeking a confident and ambitious Portfolio Analyst to support their plan to become a commercially sustainable driving force in the region's social, environmental, and economic development.
Hours: Full Time/ Part Time (minimum 4 days)
Portfolio Analyst – The Role
You will focus on portfolio management of existing investments and evaluating future investment opportunities.
As a Portfolio Analyst, your responsibilities will include:
* Review the current investment portfolio and make recommendations;
* Monitor investments to ensure they achieve financial and impact targets;
* Maintain and monitor loan repayment schedules;
* Manage loss forecasts and provisions;
* Produce and deliver quarterly performance and investor reports;
* Assist with securing borrowing and management of multiple funds and debt instruments;
* Develop and maintain financial models to appraise investment opportunities;
* Assist with business plans, management accounts, budgets and cashflow forecasts;
* Researching industry sectors and comparable deals.
The Successful Applicant
As a Portfolio Analyst, you are likely to be a recently qualified accountant with an interest in corporate finance, looking to make a move out of practice or industry into a more commercial role. You will be motivated by social change and determined to solve problems in the face of competing challenges.
Key attributes include:
* Qualified accountant (ACCA/ACA/CIMA);
* Strong Excel skills and an interest in improving your financial modelling skills;
* Strong financial, analytical and research skills;
* Excellent communication and report writing skills;
* Good understanding of Balance Sheets, P&Ls and Cash Flows;
* Self-starter with a " can do attitude;
* Well-organised and excellent attention to detail;
* SME or corporate finance experience desirable;
* Property experience is desirable.