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Portfolio analyst

Chichester
Solid Recruitment
Portfolio analyst
Posted: 11 August
Offer description

Job Title: Portfolio Analyst

Location: Chichester / Hybrid

Role: Full-time Permanent

Salary: 24,570 plus bonus and career progression opportunities


Main Responsibilities

* Represent the customer by holding retailers accountable and tracking the resolution of open queries using Company Software.
* Develop a detailed understanding of tariffs and charging methodologies to analyse invoices within SLA.
* Act as a data steward, ensuring high accuracy and robust data quality.


Key Tasks

* Interrogate invoices to ensure retailers provide accurate information, challenge discrepancies, and track resolution through the billing query process.
* Review and compare data between the company CRM and the central market, investigating and correcting disparities.
* Investigate and explain variances and trends, providing insights internally and to customers.
* Validate both paper and electronic billing to ensure customer contract SLAs are met.
* Develop strong knowledge of market structure and tariffs, and assess the impact of updates on the team and wider business.
* Identify savings opportunities based on tariff and market analysis.
* Complete payment files in the appropriate branded format within agreed timeframes to facilitate timely payments.
* Regularly review and update CRM data in collaboration with other analysts to maintain high data quality.
* Challenge retailers on invoice inaccuracies and track resolutions.
* Provide updates to team members and manage incoming queries from customers, retailers, and other sources promptly and professionally within contractual SLAs.
* Answer inbound calls politely and deal with all callers professionally.
* Meet regularly with the Account Management Team, identify action points, follow through to resolution, and communicate progress.
* Ensure effective communication within the Operations Team and collaborate proactively with analysts.
* Identify and support project opportunities across the Operations Team.
* Assist during onboarding processes for new customers.


Ideal Candidate Profile

* Proactive, efficient, and meticulous.
* Commercially aware, organised, and a strong communicator.
* Focused on accuracy and diligent in their work.
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