Portfolio Analyst

We are seeking a Portfolio Analyst to join the OEGEN Funds Team, reporting to a Senior Portfolio Manager. The role involves understanding and delivering against all investor requirements, including reporting, valuing portfolio investments, forecasting, and calculating distributions.

Requirements

• Minimum of 2 years working experience
• In-depth knowledge and skillset in valuing assets and/portfolio companies, discounted cash-flow modelling and debt modelling
• An understanding of fund management processes for debt and equity across private funds
• Previous experience of working in the renewables sector or infrastructure real assets
• Experience of creating high quality investor outputs
• Excellent financial acumen, CFA qualification considered advantageous
• Ability to thrive in a fast moving business, able to see solutions where others see problems
• 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