Portfolio Analyst- renewable energy

Job Title: Portfolio Analyst- renewable energy
Contract Type: Permanent
Location: South West England, England
Salary: Negotiable
Start Date: ASAP
Duration: Permanent
REF: BBBH24086_1499178430
Contact Name: Sally Woods
Contact Email:
Job Published: almost 4 years ago

Our client was established early in the solar boom and is an investment adviser to companies and funds investing in solar energy infrastructure.

They have a proven record in the selection, acquisition and supervision of large scale energy and infrastructure assets in the UK and Europe.

The team has been involved in over £1.6 billion of PV funds and/or transactions in both the UK and Europe.

Their sister company, provides comprehensive operational asset management services for the solar PV plants, including operations, generation monitoring and contract management.


  • Primary responsibility for maintenance of complex fund model; cashflow and budget forecasting, covenant testing
  • Primary responsibility for design and routine maintenance of various Portfolio Reporting formats for release on a routine basis - monthly, quarterly, annually across both internal and external audiences (including lenders, fund board and partners)
  • Primary responsibility for design and maintenance of comprehensive Portfolio Database
  • Primary responsibility for non-financial covenants for lenders
  • Preparing first draft of annual budgets for SPVs and ensuring asset performance is benchmarked against these
  • Responsible for preparing quarterly/bi annual/annual compliance certificates and supporting information (incl. cashflow forecasts) for review by Finance Team
  • Responsible for managing interest and principal repayments due (incl. verifying amounts, releasing payments and ensuring any reserve accounts correctly funded)
  • Supporting Portfolio Director / Investor Relations with ad-hoc performance analysis queries for board/accounting reporting requirements
  • Responsibility for adding qualitative text to reports based on underlying asset management issues (plant performance, contractual matters etc)
  • Ad hoc support to Portfolio Director, BSL Finance Director and Asset Directors as dictated


  • Analyst Level 2+ / 2-3+ years' experience required
  • Preferred background in fund or portfolio reporting in investment fund, investment bank, institutional lender or family office (preferably energy / commodities based)
  • Extremely organised, detail-focussed and producing product of the highest quality
  • Ability to work with little guidance, to interpret instructions and take responsibility for own product and role
  • Excellent communication: ability to communicate in a clear, concise and timely manner
  • Punctual: meeting tight deadlines often in a pressured environment
  • Confident and outgoing with strong interpersonal skills
  • Capable of managing multiple projects
  • Strong interest in renewable energy
  • Degree qualified. Relevant subject preferred
  • IMC or similar financial training beneficial
  • Advanced Excel user with extensive experience maintaining and updating complex fund models, cashflow and budget forecasting, covenant testing
  • Ability to produce high-quality metrics, graphs and visuals from complex models to produce clear, commercially-focussed reports relating to asset performance / KPIs etc
  • Producing routine reports of the highest quality for both internal and external audiences
  • Experience of drafting performance commentary for management/board reporting
  • Experience of determining, preparing and presenting KPIs for management/board reporting
  • Experience of project finance reporting