Portfolio Associate

This is an opportunity to join the Octopus Australia team in either our Melbourne or Sydney office. The successful applicant will join Octopus Investments Australia team on its mission to accelerate Australia's transition to a future powered by renewable energy.

We are looking for a Portfolio Associate to report to the Assets lead of the Asset Management team at Octopus Australia. This role sits at the intersection between our Investment, Funds and Asset Management teams.

The successful candidate will be responsible for supporting the assets team with managing the operational portfolio of assets at Octopus, helping to drive returns for investors and ensuring project value is maximised. Strong commercial acumen and financial modelling skills are essential.

• Developing, maintaining and validating financial models
• Updating financial models for actual operating results
• Continuous improvement of financial models and standards
• Reducing the risk of error
• Ensuring modelling is aligned with actual project performance
• Ensuring models can be used quickly and easily to aid decision making
• Ability to restructure and make significant changes to financial models
• Play a central role in the quarterly asset valuations process
• Refresh financial models with updates to assumptions regularly
• Collaborate with various Octopus teams and external partners for valuation inputs
• Assist with preparation and presentation of asset and fund valuation reporting to Valuation Committees
• Perform scenario and sensitivity analysis at an asset level
• Assist liaising with model auditors and implement required changes
• Assist with distributions and cashflows for operating assets
• Work with the Assets team to drive performance of Octopus' operating portfolio
• Review and analyse operational and financial data to support decision making and accuracy
• Assess value creation opportunities across the operating portfolio
• Collaborate with wider Octopus Australia teams, external stakeholders and consultants
• Assist with all asset management and investor reporting
• Assist with loan compliance and lender reporting for Project Finance
• Drive automation in asset management reporting and processes (e.g., KPI dashboards)

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

Essential

• 3-5 years of work experience
• Degree level education with a strong academic record and formal financial qualification (e.g. CA, CFA, ACA, ACCA)
• Strong MS Excel abilities, preferably with PowerQuery and VBA
• Formal training in modelling best practices
• Comfortable performing data analysis
• Excellent written and presentation skills
• Strong communication skills to engage 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

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 value diversity and invite applications from people of all backgrounds. This role can be performed on a full-time or part-time basis.

At Octopus we focus on how we do things as well as what we do. Our values are being straightforward, helpful, and bold. Our culture underpins our goals:

• Be Bold – Make decisions quickly and be willing to change course if there's a better way
• Be Helpful – Act as if it's day one and remember there is no business without our customers
• Be Straightforward – Express opinions respectfully and clearly