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Reference: 14786

Senior Associate, Fund & Portfolio Analytics, Global Sustainable Infrastructure Investor, London, UK
PER is partnering with a leading sustainable infrastructure investor undergoing an exciting technology transformation. They are seeking a Senior Associate to join their fund & portfolio analytics team, working closely with the head of fund & portfolio analytics to implement the firm’s data and analytics strategy. In this strategic growth role, you will play a pivotal part in building, enhancing, and maintaining advanced, data-driven reporting and analytical capabilities. Your focus will be on developing robust data models, modern reporting tools, and automated processes that improve forecasting, strengthen data governance, and enable high-quality, insight-led decision-making across the investment programme.

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Senior Associate, Fund & Portfolio Analytics, Global Sustainable Infrastructure Investor, London, UK

Finance

Accounting & Tax

Portfolio Management

Data Management

5 - 10 years

2 - 5 years

About our client

This is an opportunity to join a market-leading growth specialist with a global focus on sustainable infrastructure. As part of a small, high-performing team, you will work closely with the investment function and wider business, leveraging data-driven tools to deliver meaningful analytics and insights into the investment process. You will take ownership of creating and managing robust data models, optimising reporting solutions, and ensuring clean, accurate data flows seamlessly through the organisation. The role offers exceptional exposure to senior stakeholders, including Fund Heads and the Chief Investment Officer, alongside collaboration with global technology partners.

What the job involves

Design and build data models and develop interactive Power BI dashboards to support portfolio and fund-level analysis
Partner with the wider business to design architecture for data tools, automate data flows, and ensure data quality and governance standards are met
Maintain accurate, structured, and reliable data inputs to underpin reporting and forecasting methodologies
Respond to data queries from stakeholders across the organisation and provide actionable insights
Support the development of best practices for data governance, financial modelling, and analytical tool design
Produce and maintain user guides, process documentation, and best practice materials
Collaborate with senior stakeholders to identify process improvements and deliver efficiencies across the investment lifecycle

Who we are looking for

Bachelor’s degree in Computer Science, Data Science, Information Systems, Statistics, or related field
Experience in data analytics or a similar role, preferably in financial services
Strong knowledge of SQL and Databricks
Proficiency in data visualisation tools, primarily Power BI and Tableau
Experience with Python for large dataset manipulation and automation
Understanding of data modelling, database management, and process optimisation
Advanced Excel skills
Skilled in managing and structuring large datasets to deliver meaningful insights
Excellent stakeholder management skills and the ability to work collaboratively across teams
Experience with Anaplan is preferred

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