Portfolio Analyst
Portfolio Analyst
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Job Description
Job Description
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 placebased 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:
- 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 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;
- Selfstarter with can do attitude;
- Well organised and excellent attention to detail;
- SME or corporate finance experience desirable;
- Property experience desirable.
Please note that due to the volume of applicants we have for these types of roles we will be unable to progress your application unless you include a cover letter addressing the requirements above and answering the following questions in your application.
- Are you a qualified accountant (ACCA/CIMA/ACA)
- Have you reviewed management accounts
- Do you have property experience
- Do you have an understanding of corporate finance
- Do you have experience of appraising investment opportunities
Artemis Clarke Ltd acts as an employment agency for permanent recruitment. By applying for this role you accept the T&Cs Privacy Policy and Disclaimers which can be found at artemisclarke.
Required Experience:
IC
Employment Type
Full-Time
