Financial Portfolio Specialist

4 days ago

Sydney, New South Wales, Australia beBeeportfolio Full time $100,000 - $150,000
Job Overview

We are seeking an experienced Portfolio Associate to join our team. The successful candidate will be responsible for supporting the assets team with looking after the operational portfolio of assets, helping to drive returns for investors and ensuring project value is maximised.

This role requires strong commercial acumen and financial modelling skills. You will be working closely with various teams and external partners to gather information and feed into the valuation process.

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
  • 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 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

  • Minimum 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

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