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:

• 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&L’s and Cash Flows;
• Self-starter with can do attitude;
• Well organised and excellent attention to detail;
• SME or corporate finance experience desirable;
• Property experience desirable.

Please be aware that by applying through this job board your CV will be added to their database. Should you prefer, you can apply for this role direct via our website, artemisclarke.co.uk.

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