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About the Role

The Portfolio Associate will support the OEGEN funds team, specifically Octopus Renewables Infrastructure SCSp, a Luxembourg-based partnership managing nearly £3bn in renewable energy and energy infrastructure assets. This role involves valuation, portfolio management, and value creation, with opportunities for growth as the fund expands.

Responsibilities

• Own and deliver quarterly valuation updates for assigned assets, including updating DCF models, refreshing assumptions, reviewing outputs, and preparing valuation bridges.
• Contribute to Valuation Committee papers, ensuring they are clear, concise, and decision-useful.
• Develop a deep understanding of valuation drivers and challenge assumptions where evidence is weak.
• Use new tools to improve model consistency, control, and efficiency, including advanced Excel, VBA, and automation.
• Support engagement with external valuers, auditors, and other advisers.
• Identify opportunities to enhance portfolio value through refinancing, capital structure optimization, asset life extensions, and operational improvements.
• Develop business cases, undertake financial analysis, and track realised value creation.
• Support the delivery of annual performance targets by assisting the asset management team with commercial decision-making.
• Understand and ensure compliance with debt structures and lender requirements within asset portfolios.
• Ensure debt, refinancing, covenant, hedging, FX, and interest-rate assumptions are appropriately reflected in budgets and models.
• Monitor investor returns, track record, and other asset and fund KPIs.
• Ensure new acquisitions are effectively onboarded into the fund management and valuation process.
• Support the creation of investor reports and other materials.
• Support new acquisitions, disposals, restructurings, and portfolio decisions through valuation analysis and model review.

Requirements

• Minimum of 4 years relevant working experience.
• Previous experience in infrastructure, renewable energy, infrastructure asset management, project finance, or infrastructure valuation.
• Experience of modelling, specifically discounted cash-flow modelling and debt modelling skills.
• Advanced Excel capabilities.
• A strong understanding of fund management processes for debt and equity for listed funds.
• Strong written skills, with experience preparing valuation papers, investment papers, committee papers, board materials, or investor-facing analysis.
• Strong financial acumen.
• Detail-oriented, taking accountability for the accuracy of every output and able to self-review.
• Able to plan ahead, work under pressure, and deliver to deadlines.
• Able to interpret information and distil concisely.
• Able to demonstrate good verbal and written skills.
• Able to collaborate as a team player, flexible in approach, and able to support others.
• Ability to thrive in a fast-moving business, see solutions, be passionate about improving processes, models, and customer outcomes, and be excited by challenges.

Skills

• Discounted cash-flow modelling
• Debt modelling
• Advanced Excel
• VBA
• Automation
• Data tools
• AI
• Valuation
• Portfolio management
• Value creation
• Financial analysis
• Financial acumen
• Written communication
• Verbal communication

Location

• Luxembourg

Work Type

• Full-time

Experience Level

• Minimum of 4 years relevant working experience

Education Level

• Progress towards CFA, ACA, ACCA or another relevant qualification would be advantageous

Salary/Compensations

• Salary is discussed during the recruitment process

Benefits

• Unique culture with autonomy and opportunities for learning and development.
• Ranked in the top ten in the Sunday Times Best Places to Work 2024.
• Named the UK's top company to work for.
• Support for accommodations and customized interview processes.

About the Company

• Octopus Energy Generation (OEGEN) is a leader in sourcing, investing in, and managing renewable energy assets.
• The company is on a mission to drive the global renewable energy revolution.
• OEGEN manages a global portfolio of over £8 billion in renewable energy assets.
• The company is committed to delivering best-in-class responsible investment activity.
• Octopus Energy Group is a unique culture where people learn, decide, and build quicker.
• Octopus Energy Group offers autonomy and opportunities to work on groundbreaking projects.

Equal Opportunity

• As an equal opportunity employer, we do not discriminate on the basis of any protected attribute.
• Our commitment is to provide equal opportunities, an inclusive work environment, and fairness for everyone.
• We encourage applications from all candidates, even if they do not meet 100% of the job requirements.