Portfolio Associate Octopus Australia

Melbourne - Australia

Monthly Salary: Not Disclosed

Posted on: 19 days ago

Vacancies: 1 Vacancy

Job Summary

Key Responsibilities

Developing maintaining and validating financial models:
Updating financial models for actual operating results
Continuous improvement of financial models including:

Reducing the risk of error

Ensuring modelling is aligned with actual project performance

Ensuring the models can be used quickly and easily to aid decision making

Ability to restructure and make significant changes to financial models
Playing a central role in the quarterly asset valuations process including:
Refreshing financial models with updates to assumptions on a regular basis

Working with various Octopus teams and external partners for information to feed into the valuation process

Assisting with the preparation and presentation of asset and fund valuation reporting to Valuation Committees

Performing scenario and sensitivity analysis at an asset level to assess impact on asset returns.

Assisting in liaising with model auditors answering audit questions and making relevant changes to models where required

Assisting with distributions and cashflows for operating assets
Working closely with the Assets team to drive performance of Octopus operating portfolio including:
Reviewing and analysing operational and financial data for operating portfolio to assist with decision making and to ensure accuracy

Assessing value creation opportunities across the operating portfolio and building business cases

Working with the wider Octopus Australia teams external stakeholders and consultants to drive asset performance

Assisting with all asset management and investor reporting

Assisting with loan compliance and lender reporting for Project Finance

Driving automation in asset management reporting and processes for example KPI dashboards

Qualifications :

Ideally you will have some or all of the following qualifications skills and experiences:

Essential

3-5 years of work experience

Educated to degree level with a strong academic record and formal financial qualification (e.g. CA CFA ACA ACCA)

Strong MS excel abilities preferably with PowerQuery and VBA experience

Formal training in modelling best practices

Comfortable performing data analysis

Excellent written and presentation skills

Strong communication skills to drive engagement with internal and external stakeholders

Desirable

Experience in the energy or renewables sector desirable but not essential

Understanding of valuation methods for real assets

Prior experience in Big 4 funds funds management or asset management

Additional Information :

What we offer

A competitive salary package including bonus and medical insurance benefits
Extra Annual Leave entitlement
Flexible working
Ongoing learning and career development opportunities

Octopus has built an exciting and inclusive high-performance culture where employees feel empowered. We also understand the value of diversity and we are dedicated to creating an inclusive workplace environment. We would welcome people of all backgrounds to apply. This role can be performed on a full-time or part-time basis.

Our Values

At Octopus we dont just focus on what we do but also how we do it. Everyone to shares our values of being straightforward helpful and bold. Our culture is critical to our success and is built around three principles that underpin how we pursue our goals:

Be Bold We like people who make decisions quickly and are OK changing their mind if it turns out theres a better way of doing things.
Be Helpful We like People who behave like it always day one and who remember without our customers there is no business.
Be Straightforward We like people who have opinions and express them in a way thats respectful and easy to understand.

Remote Work :

Employment Type :

Full-time

Key Responsibilities Developing maintaining and validating financial models: Updating financial models for actual operating results Continuous improvement of financial models including: Reducing the risk of error Ensuring modelling is aligned with actual project performance Ensuring the models can b...