Portfolio Associate

Octopus Energy is expanding its OEGEN arm and is looking for a Portfolio Associate to join the London-based Funds team. OEGEN focuses on sourcing, investing in and managing a broad mix of utility-scale renewable energy assets, supported by a global portfolio valued at over £8 billion. The team is building a diverse, hands-on group that spans listed funds, semi-liquid strategies and private funds, all aimed at delivering responsible investment outcomes. This role is a solid fit for someone with a finance, accounting or investment background who wants to deepen experience across different fund structures and reporting cycles.

The Portfolio Associate will report to the Senior Portfolio Manager and work across OEGEN’s listed funds, semi-liquid strategies and private funds, helping with the full fund-management cycle. That includes portfolio analysis, valuations, cash-flow forecasting, debt and hedging, governance and investor reporting. A particular emphasis will be analysing allocations and underlying fund information across semi-liquid and liquid strategies, reviewing valuations and asset performance in private market investments, and supporting the Finance team with monthly NAV processes.

Analytical and well-organised candidates who enjoy both recurring processes and judgement-led portfolio analysis will likely thrive here. The role provides broad exposure to a varied OEGEN portfolio and a chance to develop broad fund-management experience within the team.

A day in the life with the OEGEN funds team

You’ll support the Senior Portfolio Manager across the full fund-management cycle, coordinating with Asset Management, Investment and Finance to monitor investments, track fund KPIs, manage distributions and liquidity, and ensure investor returns are delivered on time. You’ll help turn portfolio data into clear reporting and participate in governance activities across the different fund types.

Beyond the day-to-day monitoring, you’ll contribute to valuations and financial modelling, review assumptions, prepare valuation bridges and sensitivities, and challenge outputs from internal teams, external valuers and underlying managers. You’ll also assist with cash-flow forecasting, debt monitoring and hedging activities, working with colleagues across Finance and Investment to keep debt covenants and structures aligned with the funds’ needs.

Another focus is analysing allocations and information from underlying funds, turning it into fund-level insights and investor reporting. You’ll help assemble materials for investor reports, board materials and due diligence responses, and support monthly NAV processes for private funds in collaboration with the Finance team.

Ensuring governance is robust and the information provided to Boards, customer boards, auditors and other governance forums is accurate is part of the role. You’ll monitor risks such as underperformance, valuation movements and liquidity gaps, escalating issues where needed. There’s also room to streamline processes and improve data handling to keep reporting consistent and auditable.

There’s scope to contribute to process improvement by keeping fund-level data up to date for NAV, AUM, returns, distributions and commitments, and by spotting practical ways to improve reporting, controls, data collection and automation.

What you’ll need to bring to the team

• At least three years of relevant experience in fund management, fund accounting, financial reporting, audit, transaction services, infrastructure, renewable energy, valuations or another comparable analytical role
• A solid finance or accounting background, with a CFA or accounting qualification considered a plus
• A good understanding of fund-management processes, including NAV, valuations, AUM, investor reporting, cash-flow forecasting, distributions, audit and governance
• Strong Excel and financial-modelling skills, including reviewing models, testing assumptions, reconciling outputs and running scenario analyses; a modelling exercise may form part of the recruitment process
• Experience analysing investment, fund or asset performance and turning data into investor or management information
• Experience with renewable energy, infrastructure, real assets, private markets, listed investment vehicles or multi-asset portfolios would be advantageous

Why else you’ll love it here

• Salary details aren’t published up front, but recruiters will discuss the appropriate level on a call to ensure your experience matches the right figure for you
• Octopus Energy Group promotes a culture where people learn, decide and build with autonomy, alongside a broad set of co-owners working on projects that push boundaries
• The company has been recognised as the UK’s top company to work for in 2025 and ranked in the top ten in the Sunday Times Best Places to Work 2026
• Their Group CEO, Greg, has recorded a podcast about the culture and how they empower their people
• They’re also featured among the top 10 UK firms for senior leadership

If this sounds like you, share what matters to you and why Octopus feels right, and bring the real you to the interview. You can find interview tips at the link below before applying.

Note: Octopus emphasises equal opportunity and a fair interview process. They encourage applicants from all backgrounds and provide accommodations for candidates where needed.

Our process usually takes up to 4 weeks, but they’ll be flexible around what works for you. If you have questions before applying, you can reach the recruitment team at [email protected] and they’ll help.

Guidance to strengthen your application

Lead with your most relevant fund-management and analytical experience on your CV, placing emphasis on NAVs, valuations and investor reporting so the hiring team can see you’re a fit for the role.

Back up the must-have skills with concrete examples from your work, such as how you handled cash-flow forecasting, debt management and governance, and any valuation modelling or scenario analyses you’ve run.

In interviews, be ready to describe a valuation process you’ve led or contributed to, how you coordinated with Finance and Investment teams, and how you communicated NAV movements or liquidity concerns to stakeholders.

Ask a targeted question about governance and reporting across different fund types, for instance how the team balances accuracy with timely investor communications and how they coordinate with the Finance team on monthly NAVs.

How to apply

To apply, email [email protected] with your interest in the Portfolio Associate role. The recruitment team will guide you through the next steps, and the process usually takes up to 4 weeks, with flexibility around individual needs.