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Reference: 14959

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Analyst, Fund & Portfolio Analytics, Global Sustainable Infrastructure Investor, London, UK
PER is partnering with a leading sustainable infrastructure investor that is undergoing an exciting technology transformation. The firm is seeking an Analyst to join its fund & portfolio analytics team, working closely with the Modelling Associate and Business Intelligence Associate to deliver the firm’s data and analytics strategy. In this role, you will contribute to the collection and structuring of data, the development of analytical tools, and the production of fund- and portfolio-level insights and documentation. You will play a key role in building robust data models, modern reporting tools, and automated processes that enhance forecasting accuracy, strengthen data governance, and support high-quality, insight-led decision-making across the investment platform.

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Analyst, Fund & Portfolio Analytics, Global Sustainable Infrastructure Investor, London, UK

Portfolio Management

Data Management

0 - 2 years

2 - 5 years

About our client

This is an exceptional opportunity to join a market-leading investor with a global focus on sustainable infrastructure. As part of a small, high-performing team, you will work closely with the investment function and broader business, leveraging data-driven tools to deliver actionable analytics and insights that enhance the investment process. You will contribute to the design and maintenance of robust data models, optimise reporting solutions, and ensure clean, accurate data flows seamlessly across the organisation.

What the job involves

Support fund and portfolio analysis, reporting, and monitoring activities
Contribute to the development of analytical tools and models, including requirements gathering, testing, and process mapping
Assist with data model build-out, ensuring accurate data capture, cleansing, and structuring
Maintain model inputs, dashboards, and reporting templates for portfolio management and valuations
Handle data queries and requests from stakeholders across the business
Collaborate with colleagues on key projects and initiatives
Keep documentation and best-practice materials up to date
Prepare presentations and assist with ad hoc analysis and projects

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
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
Experience managing and structuring large datasets to deliver meaningful insights
Excellent stakeholder management skills and the ability to work collaboratively across teams

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