We are looking for a Lead Portfolio Manager to join our finance team. This role is paying from £58,693 to £71,634 along with a market leading benefits package.
Lead Portfolio Manager
Here's what you'll be doing
We are seeking a Lead Portfolio Manager to take charge of our strategy and risk management approach, ensuring top-notch service to our portfolio of risk-managed and strategic customers. Your role will be pivotal in ensuring that our service offering remains at the forefront of the industry, continuously adding value and surpassing the expectations of our valued customers.
Responsibilities
1. Lead the Flex Portfolio Management team on strategy and risk management approach, implementation and monitoring
2. Ownership of a limited portfolio of key strategic risk-managed customers, implementing and advising on risk and hedging strategies
3. Drive the team to deliver and maintain an industry leading service to our customers
4. Work with I&C Sales and Product Development teams and the Optimisation Desk Manager to ensure the Flex Portfolio Solutions (FPS) product is relevant, valued by customers, delivered cost effectively and adding real value to the business both through direct fees and indirectly through customer retention
5. Ensure the Flex Portfolio Management team are transacting within the bounds of the FPS product, recording all trades in a timely and compliant manner
6. Foster a culture of continuous improvement and knowledge share, encouraging partnerships with the wider business, particularly with the Forwards Trading team and nBS Sales to share market knowledge and views
7. Ensure that compliance guidelines are both adhered to and fit for purpose against all internal and external regulatory requirements, including on the provision of financial advice (MiFID II), adherence to a Separation Policy and all other relevant guidelines.
8. Monitor the performance of the Client Portfolio Managers through appropriate metrics
9. Ensure operational excellence at all times, always seeking to reduce risk and improve processes where possible.
10. Partner with the bid/sales teams to develop compelling tender responses and customer offers whilst always seeking to balance bespoke customer requests with operational risks and costs.
What we need from you
Essential
11. Detailed understanding of wholesale markets & drivers
12. Experience of applying Energy Risk Management tools
13. Strong attention to detail
14. Strong analytical capability
15. Excellent communication and leadership skills
Desirable
16. Advanced Excel, VBA or PowerBI experience
17. Experience working with customers
Here’s what you need to know
Our market-leading benefits package includes 26 days holiday + bank holidays, a generous pension scheme, life cover, bonus and the chance to choose from 20 flexible benefits with tax and/or NI savings. In fact, our benefits package recently won the Personnel Today Reward, Recognition and Benefits Award 2022!
As the only energy company to feature in The Inclusive Top 50 UK Employers (our 2022/23 ranking is 15th) we’ve proven that we’re committed to equal opportunities and actively promote a diverse and inclusive working environment, and fairness for everyone.
We realise the best people bring their energy at different times, so we’re happy to talk flexible working and offer a range of flexible working options, including full time, part time and job share.
As a Disability Confident Employer we interview every disabled applicant who meet the minimum criteria for the role.
We’ve exciting opportunities for everyone to develop their talent at. Our open access, inclusive talent networks provide networking, learning and development for all, building your skills, qualifications, and capabilities throughout your career.
At a glance
Reference no.: 226371 Closing date: 05/05/2024 Salary: £58,693 to £71,634
Get in touch
If you would like any more information, please get in touch with Ailsa MacQuillin on
About us
is a privately owned international energy company. Our 75,000 colleagues in 15 countries work daily towards the improvement of technical innovations and user-friendly customer solutions for the new energy world. We are the first large energy company to focus more heavily upon the energy of the future through our three business areas of energy networks, renewable energies and customer solutions.
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