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Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK
PER is partnering with a leading sustainable infrastructure investor undergoing an exciting technology transformation. They are seeking a Portfolio Data Associate to join their team and play a pivotal role in building, enhancing and maintaining their reporting capabilities. This is an excellent opportunity to collaborate across the business, contributing to data-driven decision-making at a high-growth, purpose-led organisation.
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Portfolio Data Associate, Leading Sustainable Infrastructure Investor, London, UK

Finance
Accounting & Tax
UK
2 - 5 years
5 - 10 years
About our client

This is an excellent opportunity to join a leading growth markets specialist with a global focus on sustainable infrastructure. As a key member of a high-performing team, you will support activities across the full fund lifecycle and contribute to the successful implementation of a new fund services platform. In this role, you'll collaborate with global teams to develop and maintain robust reporting capabilities, drive process efficiencies, and deliver high-quality data solutions that enable informed decision-making.
What the job involves

  • Build a strong understanding of fund services processes across the fund lifecycle to provide operational and commercial insights 
  • Collaborate with transformation teams to design and implement integrated business solutions
  • Design and maintain processes for accurate data input, storage, and flow to improve fund reporting and analysis
  • Build and enhance sustainable reporting solutions using tools such as Power BI, Tableau, and SSRS
  • Leverage Excel for complex data analysis (including pivot tables, VLOOKUP)
Who we are looking for

  • Bachelor's degree in Computer Science, Data Science, Information Systems, Statistics, or related field
  • Experience in data analytics or similar role, preferably in financial services 
  • Strong competency with PowerBI and automation tools
  • Advanced Excel proficiency 
  • Strong competency with SQL and Python is preferred 
  • Skilled in managing and structuring large datasets to extract meaningful insights
  • Excellent problem-solving abilities, strong communication skills, and high attention to detail
  • A collaborative team player with the ability to build strong cross-functional relationships
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