Portfolio Associate

Get AI-powered advice on this job and more exclusive features. Help us make a big green dent in the universe. We're on a mission to drive the global renewable energy revolution, and we need many more people to help us make our vision a reality. Octopus Energy Generation (OEGEN) is a leader in sourcing, investing in, and managing a wide range of utility‑scale renewable energy assets. As we continue to expand our investment base, we are dedicated to building a diverse team that reflects the communities we serve. Currently, we manage a global portfolio of over £7 billion in renewable energy assets. We are committed to delivering best‑in‑class responsible investment activity, offering like‑minded investors the means and products to invest their capital sustainably. It is our ambition to change the entire energy lifecycle and make every green electron matter, delivering the best outcomes for customers, investors, the environment and society, accelerating the transition to net zero. We are seeking a Portfolio Associate to join the OEGEN Funds Team, reporting to a Senior Portfolio Manager. Your role is to understand and deliver against all investor requirements which includes reporting, valuing portfolio investments, forecasting and calculating distributions, debt management and investor communications. You will deliver accurate and high‑quality outputs whilst supporting the drive to continuously improve our fund management processes. You will support onboarding new investments and capital recycling programmes as well as refinancing activities. This is an exciting and challenging opportunity to work in OEGEN where our ambition is to onboard and manage billions of assets over the next 5 years. What you'll do Equity investment modelling: Proactively monitor your assigned portfolio companies and/or renewable energy assets through creating, maintaining and improving portfolio company and operational asset models. Deliver accurate and timely quarterly valuations, update models and undertake detailed assumptions reviews and check outputs from peers. Prepare and present valuation papers to the Valuation Committee for approval and sign off. Maintain a close relationship with Asset Managers to understand underlying Asset Performance. Monitor investor returns, track record and other fund KPIs, ensuring accurate data and informative forecasts. Ensure any new acquisitions you are assigned are onboarded into the Fund Management Team effectively using Power BI/Excel Models. Cashflow forecasting: Forecast cash within your assigned portfolios and work with the Senior Portfolio Manager to provide a coherent and accurate cashflow forecast across all invested assets. Debt modelling: Understand the debt structures in place within your asset portfolios and ensure that all lender requirements are understood and complied with. Work with the Investments team on project finance where appropriate and build your knowledge in this area. Audit support: Respond to Fund‑level audit requests providing accurate data, supporting evidence and analysis in a timely manner. Portfolio Management: Follow processes and conduct analysis relevant to your portfolios including FX, Interest Rate Swaps, Cash Products working with Finance and the Investments team to ensure these deliver fund mandates. Risk Management: Support the Senior Portfolio Manager to ensure that the fund is governed correctly, providing input into papers for relevant Boards and ensuring accurate information. Understand the risks associated with the portfolio and proactively monitor, escalantes and mitigate. Investor Reporting: Coordinate and input into the creation of investor reports and outputs that we can be proud of, ensuring the information provided is accurate and relevant. Continuous Improvement: Look for improvements in the way we do things, driving forward consolidation, simplification and automation where possible to drive better outcomes for our investors, working on Fund Management Projects as appropriate. What you'll need Minimum of 3 years working experience. In‑depth knowledge and skillset in valuing assets and/or portfolio companies, discounted cash‑flow modelling and debt modelling. A modelling test will be part of the recruitment process. Understanding of fund management processes for debt and equity across private funds. Previous experience working in the renewables sector or infrastructure real assets. Experience of creating high‑quality investor outputs. Excellent financial acumen; CFA qualification considered advantageous. And to really stand out from the crowd, you will display the following qualities and characteristics: Thriving in a fast‑moving business, able to see solutions where others see problems, passionate about improving processes, models and customer outcomes. Excited, not overwhelmed by a challenge. Excellent verbal and written skills, able to distil and seek out insightful analysis. Active listener and communicator, able to demonstrate the ability to manage stakeholders. Passionate about the detail, taking accountability for the accuracy of every output. Able to plan ahead but also work under pressure, always delivering to deadlines. Able to collaborate. A team player, flexible in approach and able to support others as necessary. Why you'll love it here 💰 Wondering what the salary for this role is? Just ask us On a call with one of our recruiters it's something we always cover as we genuinely want to match your experience with the correct salary. We don't advertise because we have flexibility and would not want salary to discourage applicants. 🎉 Octopus Energy Group has a unique culture. An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co‑owners, on projects that break new ground. We were recently named the UK’s top company to work for and ranked in the top ten in the Sunday Times Best Places to Work 2024. Our Group CEO, Greg, has recorded a podcast about our culture and how we empower our people. We’ve also been placed in the top 10 companies for senior leadership. 🎁 Visit our UK perks hub – Octopus Employee Benefits. Our process usually takes up to 4 weeks, but we’ll always do our best to flex around what works for you. Along the way, you’ll chat with our recruitment team and your recruiter will help you throughout different stages. Got any burning questions before then? Drop us a message at hiring@octoenergy.com and we’d love to help We are an equal opportunity employer. Our commitment is to provide equal opportunities, an inclusive work environment, and fairness for everyone. We do not discriminate on the basis of any protected attribute. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analysing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgement. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. #J-18808-Ljbffr