Investment Portfolio Analyst
Our client is seeking an investment portfolio analyst who will develop and manage the company’s investment portfolio in line with business objectives and long-term strategies.
This a specific purpose 12 month contract.
The Investment Portfolio Analyst will be responsible for supporting the development of investment portfolio against business needs and constraints to ensure financeabilty, balance of risk, and efficient delivery.
Duties and Responsibilities
- Support the Investment Portfolio Management team in the development of Investment and Strategic Funding Plans, ensuring consistency in investment planning across the organisation.
- Conduct prioritisation analysis of Investment portfolios including phasing of investment programmes, assessing the impact of scheduling/phasing options on financeabilty, balance of risk, and efficient delivery against business constraints and targets.
- Conduct analysis on the alignment between current and proposed investment programmes against long-term strategic plans.
- Provide reports and insights by collating investment information including financial and non-financial for various regulatory and business submissions.
- Review selected Investment Plan information and conduct analysis of trends and data to identify and escalate any issues, problems or risks which may affect the investment portfolio.
- Verify that budgets are robust, that risks are quantified and managed and that project outcomes are likely to be achieved
- Work with others to ensure timely and defensible investment decisions are made by supporting the management and measurement of progress on the investment portfolio against agreed baselines.
- Responsible for supporting the setting up and management of reporting design, dashboards, and standards for the provision of relevant information on the investment portfolio to enable effective strategic decisions and management of investment portfolio.
- Contribute to setting the objectives and targets for Investment and Strategic Funding Plans
Key Requirements
- Relevant third level qualification with strong financial or quantitative acumen, e.g., Finance, Economics, Engineering, Mathematics or equivalent.
- Minimum 3 years post qualification experience, ideally in a portfolio analysis role within a utility, contracting or project management context.
- Proven track record in objective and informed decision-making as regards to project and performance choices, based on rigorous analysis.
- Strong commercial awareness in the governance, control and performance analysis of large-scale complex and varied portfolios is required.
- Experience in Excel including usage of pivot tables and development of macros.
- Experience in developing dashboards and reports to analyse large quantities of data in Power BI or similar reporting tools.
Apply Now!
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