Portfolio analyst

Purpose of the role
Cover the operating entities, providing board-level financial oversight, automated performance analytics, and management accountability tracking. This role is the Investment Division’s analytical interface with entity management teams.
Key responsibilities
- Analyse monthly management accounts from all entities: revenue, margin, working capital, and cash flow trends.
- Produce automated Du Pont decomposition for all entities quarterly (using AI Lab tools), comparing against prior periods and peer benchmarks.
- Monitor working capital cycle (receivable days, payable days, inventory days) and flag deterioration requiring management intervention.
- Track covenant compliance across all entities with bank facilities: compute DSCR, leverage ratios, and headroom, flagging facilities approaching breach.
- Prepare quarterly scorecard for Ex Com: entity-level performance summary with traffic-light indicators and trend arrows.
- Analyse budget vs actual...