Investment portfolio reporting analyst Work, Jobs in Birmingham, Wmd (with Salaries)

Investment Portfolio Reporting Analyst
National Gas —Warwick
- £48,500 - £57,500 a year
- Full-time
- Microsoft Powerpoint
- Presentation skills
- No degree
2d
Digital Portfolio Analyst - Reporting and Metrics
Department for Transport —Birmingham
- £35,663 a year
- Part-time
- Hybrid work
- PMP
- Presentation skills
- Travel
- Annual leave
- Employee assistance programme
1d
PMO Co-ordinator
Laing O'Rourke —Birmingham
- Continuous improvement
- Travel
- Communication skills
10d
Investment Analyst - Alternatives
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Controllers- Non-Financial Regulatory Position Reporting, Senior Analyst- Birmingham
Goldman Sachs —Birmingham
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
- Employee assistance programme
Controllers, Non-Financial Regulatory Position Reporting, Senior Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
- Employee assistance programme
Total Portfolio Analyst
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Internal Controls Senior Analyst
Mondelēz International —Birmingham
- Full-time
- ERP systems
- English
- Master's degree
Portfolio Benefits Lead
Department for Science, Innovation & Technology —Birmingham
- £44,620 - £49,065 a year
- Part-time
- Hybrid work
- PMP
- Analysis skills
- Presentation skills
- Annual leave
- Employee discount
Project Director - Controls Analytics
AECOM —Birmingham
- Full-time
- Hybrid work
- Engineering
- Business development
- Leadership
Asbestos Bulk Analyst
Riverside Environmental Services —Birmingham
- £26,000 - £28,377 a year
- Full-time
- Laboratory experience
- Quality control
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Business Solution Architect - Senior Manager
KPMG —Birmingham
- Full-time
- Computer Science
- Bachelor's degree
- AI
Senior Portfolio Manager - Alternatives
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply

Related jobs to explore

Based on your search for investment portfolio reporting analyst

Digital Portfolio Analyst - Reporting and Metrics
Department for Transport —Birmingham
Working closely with project, product, finance and delivery teams, you will help ensure the accuracy and integrity of portfolio data, identify trends and risks,…
£35,663 a year
1d
Investment Portfolio Reporting Analyst
National Gas —Warwick
Access to the Tusker salary sacrifice car scheme. A degree (or equivalent) in a relevant subject, or equivalent practical experience.
£48,500 - £57,500 a year
2d

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Investment Portfolio Reporting Analyst

National Gas -
Warwick

Apply Now

Job details

Full-time
£48,500 - £57,500 a year
2 days ago

Benefits

Company pension
Car scheme

Qualifications

Microsoft Powerpoint
Power BI
Dashboard visualisation
Report generation
Stakeholder liaison
Regulatory reporting
Microsoft Office Suite
Financial analysis
Power BI data visualisation
Presentation skills
Performance analysis in finance
Organisational skills
Management reporting
Ongoing financial performance monitoring
Root cause analysis
Communication skills
Analytics

Full job description

£48,500 to £57,500 + up to 6% bonus

Location: Warwick

Working pattern: Hybrid, with a minimum of 3 days a week on site

About us

At National Gas, the work we do matters.

As Britain's national gas network, we help keep the lights on, businesses running, and homes warm by maintaining the critical infrastructure that transports gas across Great Britain. While providing the energy security Britain relies on today, we're also helping transform the network for a clean energy future.

Join us and help secure Britain's energy.

About the role

As an Investment Portfolio Reporting Analyst, you'll turn complex investment data into clear insights that help National Gas make informed decisions on operational capex delivery and performance Your analysis will support investment performance improvements, regulatory outcomes, and the delivery of assets that keep energy flowing safely and reliably.

Why this role matters

Our investment programmes play a vital role in maintaining and improving the UK's gas transmission network. To deliver them effectively, we need accurate reporting, meaningful analysis, and clear visibility of performance. This role sits at the heart of that process. You'll help shape how we understand portfolio performance, identify risks and opportunities, and provide the information leaders need to make confident decisions about the future of our network.

What you’ll be doing

Transform data from multiple sources into clear, accurate reporting for a wide range of stakeholders
Provide insight into investment performance across cost, schedule, scope, and regulatory measures
Support decision-making by identifying trends, risks, opportunities, and areas for improvement
Develop and maintain reporting processes that improve efficiency and consistency
Create dashboards, reports, and presentations that make complex information easy to understand
Challenge and influence stakeholders on portfolio performance and delivery outcomes
Lead key reporting activities, managing timelines, and delivering high-quality outputs
Support the preparation and assurance of regulatory reporting submissions to Ofgem, ensuring reported information is accurate, auditable, and aligned to regulatory requirements and commitments
Maintain and govern reporting dashboards and approved data sets
Identify and investigate performance anomalies, providing root-cause analysis and recommendations for corrective action
Contributing to continuous improvement of data quality, ensuring a single source of truth across reporting outputs

What you’ll bring

This role would suit someone who enjoys working with data, spotting patterns, and turning information into meaningful business insight.

Essential

Experience in a data analysis, project controls, finance, or similar analytical role
Ability to work accurately with large volumes of data, with strong attention to detail and organisational skills
Experience presenting data and insights in a way that meets the needs of different audiences
Strong stakeholder management and communication skills
Experience identifying risks, opportunities, and performance trends
Good working knowledge of Microsoft Excel, PowerPoint, and other Office tools
A degree (or equivalent) in a relevant subject, or equivalent practical experience
Strong stakeholder management and communication skills, with the ability to communicate complex information clearly
Curious and inquisitive mindset with a desire to understand business performance
Ability to work to fixed reporting deadlines and manage competing priorities in a cyclical reporting environment

Desirable

Experience building dashboards and reports using Power BI
Advanced Excel skills (e.g., Power Query, complex formulas, data modelling)
Knowledge of capital investment, programme, or portfolio reporting
Experience working with systems such as SAP, P6, Tableau, or similar reporting tools
Understanding of regulatory or performance reporting environments
Experience within the energy or utilities sector
Understanding of the RIIO price control framework or experience supporting Ofgem regulatory submissions

What we offer

Market-leading double-match pension (up to 12% company contribution)
Annual performance bonus up to 6%
Access to the Tusker salary sacrifice car scheme
26 days holiday (plus statutory holidays)
10x salary life assurance and income protection
Flexible benefits including healthcare, dental, and technology options
Family-friendly policies, wellbeing support, and professional development opportunities

Inclusive recruitment

We're building a workforce that reflects the communities we serve, championing diversity, and creating an inclusive workplace where everyone is valued for their unique contribution. We support reasonable adjustments throughout the recruitment process and beyond.

National Gas is a Disability Confident employer and signatory of the Armed Forces Covenant.

#LI-Hybrid #NowHiring #JoinOurTeam #Careers #DataAnalysis #BusinessPerformance #ReportingAndInsights #StakeholderManagement #ExcelJobs #ProjectControls

Apply Now

Refine Your Search

investment portfolio reporting analyst jobs in birmingham, wmd

Investment Portfolio Reporting Analyst

Digital Portfolio Analyst - Reporting and Metrics

PMO Co-ordinator

Investment Analyst - Alternatives

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

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

Total Portfolio Analyst

Internal Controls Senior Analyst

Portfolio Benefits Lead

Project Director - Controls Analytics

Asbestos Bulk Analyst

Business Solution Architect - Senior Manager

Senior Portfolio Manager - Alternatives

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£48,500 to £57,500 + up to 6% bonus

Location: Warwick

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What we offer

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