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 DuPont 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 ExCom: entity-level perform...