Portfolio analyst Work, Jobs in Kidderminster, Wor (with Salaries)

Service Charge Analyst
Innovus —Worcester
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Project management
- Accounting
Quick apply
11d
Data Analyst Apprentice
QA Apprenticeships —Birmingham
- £20,000 - £23,000 a year
- Microsoft Excel
- Employee discount
3d
Internal Controls Senior Analyst
Mondelēz International —Birmingham
- Full-time
- Microsoft Excel
- ERP systems
- Data analysis skills
Tax Technology Implementation Senior Manager (Data Ecosystem)
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Project Director - Controls Analytics
AECOM —Birmingham
- Full-time
- Hybrid work
- Engineering
- Leadership
ServiceNow Senior Solution Architect
KPMG —Birmingham
- Full-time
- JavaScript
- Scripting
- Agile
Asbestos Consultant - Halesowen
Vadella —Halesowen
- £31,990 - £43,535 a year
- Weekend availability
- IT
- Communication skills
- Annual leave
- Employee discount
Quick apply
12d
Senior Portfolio Manager - Alternatives
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Construction experience
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Graduate Analyst Pool
SecureTrust —Solihull
- Computer Science
- SQL
- Analysis skills
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
13d
HR & Business Analyst - Counter Terrorism Policing
West Midlands Police —Birmingham
- £38,169 - £44,700 a year
- Full-time
- Microsoft Excel
- Oracle
- Data analysis skills
12d
Investment Risk Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- SQL
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Analyst
Shawbrook —Birmingham
- Full-time
- Accounting
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
10d
Finance Analyst - Partnerships
University of Wolverhampton —Wolverhampton
- £36,636 - £39,906 a year
- Microsoft Excel
- Supervising experience
- University
10d
Controllers- Non-Financial Regulatory Position Reporting, Senior Analyst- Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Analysis skills
- Project management
- Employee assistance programme
Investment Risk Manager
AOM Investment and Asset Advisory —Birmingham
- £55,000 - £70,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Bachelor's degree
- Sick pay
Quick apply
10d
Housing Account Manager
Vadella —Halesowen
- £38,251 - £43,534 a year
- Hybrid work
- Management
- Organisational skills
- IT
- Annual leave
- Referral programme
Quick apply
9d
Quantitative Risk Analyst
E.ON Energy Markets —Solihull
- £37,659 - £50,250 a year
- Full-time
- Hybrid work
- C++
- Python
- Annual leave
5d
Portfolio Manager
Sean Sadler Business Services Ltd. —Birmingham
- £55,000 - £83,000 a year
- Full-time
- Microsoft Office
- Financial services
- In-person
- Life insurance
Quick apply
14d
Commercial Account Manager
Vadella —Halesowen
- £38,251 - £43,534 a year
- Hybrid work
- Management
- Organisational skills
- IT
- Annual leave
- Referral programme
Quick apply
9d

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portfolio analyst jobs near kidderminster, wor

Service Charge Analyst

Innovus -
Worcester

Quick apply

Job details

Permanent | Full-time
Up to £35,000 a year
11 days ago

Benefits

On-site parking

Qualifications

Microsoft Excel
Managerial accounting
Accounting software
Financial report writing
Business processes
Project management
Accounting
CIMA
Communication skills
AAT

Full job description

Job Role: Service Charge Analyst

Location: Worcester

Hours: 35 hours per week - Monday to Friday

Salary: Up to £35,000 per annum plus benefits

At Innovus, we are committed to delivering market leading solutions and professional services. As a Service Charge Analyst, you will be contributing to our vision to be recognised as the market leading provider of services to the UK’s property sector.

We are proud to employ highly skilled, experienced and innovative people who deliver business expertise and services across the property industry.

At Innovus we are committed to delivering market leading solutions and professional services and as Service Charge Accountant you will be contributing to our vision to be recognised as the market leading provider of services to the UK’s property sector.

We are to employ highly skilled, proud experienced and innovative people who deliver business expertise and service across the property industry.

Main Purpose of Job

The Service Charge Analyst will review the service charge accounting output from the managing agents across the client’s residential portfolio. This includes reviewing budgets and accounts, reporting to internal and external stakeholders whilst ensuring compliance with regulations and policies and mitigating financial risk to our clients.

Position in Organisation

This role reports to the Head of Client Finance

Main Responsibilities

Complete detailed reviews of service charge accounts & cost estimates for properties across the portfolio (on a risk basis)
Carry out detailed accounting and investigation on escalated properties, extracting data from financial records
Conduct detailed analysis of financial data as required
Prepare financial reports and service charge data for tribunal proceedings and collaborate with legal advisors as necessary.
Prepare & present financial reports to key stakeholders
Create financial models to support service charge performance assessments of the managing agents working on the Direct portfolio.
Provide expert advice on service charge issues to key stakeholders
Ensure compliance with relevant policies and regulations
Identify and implement process improvements for greater efficiency

Qualifications:

Relevant accounting qualifications (AAT, ACCA, CIMA) required or QBE
Experience in strategic financial decision-making and process improvement.

Skills, Knowledge & Experience:

Extensive experience in service charge and property management accounting.
Advanced knowledge of service charge regulations and financial reporting.
Proficient in Microsoft Excel and accounting software; experience with property management systems is a must.
Demonstrates strong portfolio management
Excellent communication skills with internal and external stakeholders.
Exceptional organisational and project management abilities.
High attention to detail and accuracy in financial reporting.
In-depth knowledge of audits and compliance.

Working at Innovus:

At Innovus, we recognise that people come to work to do a great job, and we actively support this through our internal employee reward platform and a culture that celebrates contribution.

We’re passionate about helping our people grow and progress, and we encourage ongoing personal and professional development. We also understand the importance of a healthy work-life balance, offering flexibility where possible depending on role requirements.

Everything we do is guided by our core values: Trust, Respect, Integrity, Innovation, and Delivery.

What We Offer:

At Innovus, we believe our people deserve the best, just like our customers. That’s why we provide the tools, training, and support you need to thrive, alongside a competitive salary and a great range of benefits.

We're committed to creating a supportive, inclusive workplace where everyone can succeed.

Diversity and Inclusion:

At Innovus, we’re committed to building a diverse and inclusive workforce and recruit based on merit. We welcome applications from everyone, including those interested in job share opportunities.

As an inclusive employer, we provide equal employment opportunities to all qualified candidates. If you have any accessibility requirements or need adjustments at any stage of the recruitment and selection process, please contact our team, we are happy to support you.

Ready to apply:

Click the ‘Apply’ button below to begin your application. You’ll be asked to upload your CV and answer a few short questions. As part of the process, you may also be invited to complete online verbal and numerical reasoning tests.

Please note that, due to the nature of our sector, all roles are subject to an Enhanced DBS check.

If you meet the criteria for the role, we’ll be in touch to arrange a brief telephone interview. Shortlisted candidates will then be invited to a first-stage interview with the hiring manager and a member of our team.

Due to the high number of applications we receive, we may not be able to contact everyone individually — but we truly appreciate your interest in joining Innovus.

#123

Job Types: Full-time, Permanent

Pay: Up to £35,000.00 per year

Benefits:

On-site parking

Work Location: In person

Quick apply

Refine Your Search

portfolio analyst jobs in kidderminster, wor

Service Charge Analyst

Data Analyst Apprentice

Internal Controls Senior Analyst

Tax Technology Implementation Senior Manager (Data Ecosystem)

Project Director - Controls Analytics

ServiceNow Senior Solution Architect

Asbestos Consultant - Halesowen

Senior Portfolio Manager - Alternatives

Graduate Analyst Pool

Client Advisory Analyst

HR & Business Analyst - Counter Terrorism Policing

Investment Risk Analyst

Analyst

Finance Analyst - Partnerships

Controllers- Non-Financial Regulatory Position Reporting, Senior Analyst- Birmingham

Investment Risk Manager

Housing Account Manager

Quantitative Risk Analyst

Portfolio Manager

Commercial Account Manager

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