Responsibilities:
- Assist in shareholder oversight of a number of the Portfolio Companies.
- Review and analyse financial reports (including annual reports and interim reports etc.) and business plans prepared by Portfolio Companies.
- Review and analyse any borrowing, funding and capital expenditure proposals that Portfolio Companies are submitting for shareholder approval.
- Review and analyse from a financial perspective any acquisition, disposal or joint venture proposals to be undertaken by Portfolio Companies.
- Review of financial targets (e.g., dividend, profitability, gearing) and equity valuations for Portfolio Companies to monitor financial performance and shareholder return.
- Assist in oversight of the delivery of climate objectives (e.g., decarbonisation / sustainability strategies) by Portfolio Companies.
- Industry analysis and research of competitor and market trends of Portfolio Companies.
- Liaise with a wide range of stakeholders, in particular officials in Government Departments and senior management teams in the Portfolio Companies.
- Prepare accurate, commercially focused and insightful reports capable of presentation to relevant Government Ministers/Departments.
Educational Requirements:
- Degree in relevant discipline (e.g., finance, business, commerce, accounting, economics).
- Membership of a professional accountancy or similar financial body is desirable (e.g., ACA, ACCA, CIMA, CPA, CFA).
Experience:
- Candidates should have a minimum of 5 to 7 years’ experience (or more) in a relevant financial role in professional services, advisory or a commercial organisation of scale.
- Experience in climate related assignments/transactions and knowledge of current trends in sustainable finance is desirable (but not essential).
Skills:
- Strong financial and commercial analytical skills.
- Problem solving skills and the ability to multitask.
- Diligent and self-motivated with the ability to work independently.
- A high level of accuracy and attention to detail essential.
- A clear thinker with an ability to work through uncertainty / ambiguity.
- Strong communication skills, both written and interpersonally.
- Flexible and considerate team player.
- Proficient with MS Office – Excel, Word and Powerpoint.
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