Portfolio Manager – Energy Transition

Role Overview

• Fund management and financial oversight: You will have full accountability for the fund management processes across your assigned strategies, including oversight of underlying asset and platform performance, fund models, investor returns, liquidity, distributions and key performance indicators. You will maintain a clear understanding of the interaction between fund-level and asset-level drivers of value and will work closely with the platform management team (who provide day-to-day commercial management of the investments) and other internal teams (e.g. asset management, finance and investments) to ensure reporting and forecasts are accurate, timely and decision-useful. You will oversee both equity and debt-related fund management activities where relevant, including capital structure monitoring, financing workstreams, lender relationship support and distribution forecasting. Using information from Platform and Asset Management teams, you will be expected to interrogate and explain fund performance clearly to internal stakeholders and investors.
• Valuations: You will lead the quarterly valuation process across the energy transition strategies under your remit. This includes bottom-up review of platform and asset valuations, ownership of key valuation assumptions, critical review of model outputs and coordination of inputs from investment, platform, finance and asset management teams. On shared platforms with the Sky fund, you will lead all energy transition valuations and act as the central point of coordination for valuation analysis and governance. You will retain sufficient technical ownership of valuation models to review, challenge and, where required, update outputs directly. You will apply appropriate valuation methodologies and work with the Head of Valuations to evolve these as necessary. You will present and defend valuations through internal governance processes, including investment and valuation committees, and ensure that the process is rigorous, repeatable and well controlled.
• Investor relationship management: You will support and develop strong investor relationships across the relevant mandates, understanding the specific requirements of each investor base and ensuring that fund management processes are responsive, commercial and credible. You will act as a senior point of contact for investor queries, working closely with Product and other teams where appropriate, and helping maintain a high standard of external communication and investor confidence. This will be particularly important across differentiated vehicles such as the single-investor SMA and newer strategies, where investor requirements may be more tailored and where clarity of communication is critical.
• Reporting: You will oversee the creation of investor deliverables that we are proud of with insightful and thoughtful KPIs and narrative, integrating ESG and impact and ensure reporting obligations of the funds are met. You will lead the team to work closely with Finance, Product, Legal and other teams on annual reports, audits, governance forums, fund documentation updates and operational due diligence requirements. You will ensure that each strategy is supported by a strong governance cadence and that decision-makers receive the right information at the right time.
• Cross team coordination: A key part of this role is operating effectively across teams. You will work very closely with the platform team to understand operational performance, business plan delivery, financing requirements and strategic priorities across underlying portfolio companies and platforms. You will also work closely with the Singapore team in support of the Asia-focused strategy, ensuring appropriate coordination across time zones, local market context and fund reporting requirements. You will build strong relationships with the Ventures team on the new growth equity strategy and the overlap in investment themes, processes and portfolio insights. The role requires someone who can create alignment across teams with different perspectives and operating rhythms, while maintaining fund management discipline and clear accountability.
• Risk Management: You will ensure that your fund is governed correctly, ensuring that the appropriate information is provided to enable decision making / focus on key issues. This includes understanding risks relating to valuation assumptions, liquidity, financing structures, foreign exchange, macroeconomic conditions, platform execution, health and safety, and ESG matters. You will work with relevant internal teams to ensure suitable policies, controls, mitigation plans and escalation routes are in place, and that risk considerations are appropriately reflected in governance papers and investor communications. You will work closely with the AIFM where required.
• Team Leadership: You will foster a team culture that is curious, accountable and continuously improving, encouraging the practical use of technology, AI and automation to simplify workflows, strengthen controls and improve the quality, consistency and scalability of outputs.

Requirements

• Strong experience in fund management, portfolio management or a similar role within infrastructure, private markets or energy transition investing.
• Direct experience managing valuation processes, with the ability to challenge assumptions, review financial models and explain valuation outcomes clearly.
• Strong financial modelling capability, including fund, asset and debt modelling.
• Experience of working across multiple structures, including funds, co-investment vehicles and growth-oriented or private market strategies.
• Experience producing and overseeing quarterly and annual investor reporting and governance materials to a high standard.
• Experience managing stakeholder relationships across investment, finance, product, legal and portfolio or platform teams.
• Experience managing and developing junior team members.
• Strong commercial understanding of the energy transition sector and the business models relevant to the portfolio.
• A relevant financial qualification would be advantageous.

Benefits

• 💰 Wondering what the salary for this role is? Just ask us! On a call with one of our recruiters it's something we always cover as we genuinely want to match your experience with the correct salary. The reason why we don't advertise is because we honestly have a degree of flexibility and would never want salary to be a reason why someone doesn't apply to Octopus
• what's more important to us is finding the right octofit!
• 🎉 Octopus Energy Group is a unique culture. An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co-owners, on projects that break new ground. We want your hard work to be rewarded with perks you actually care about! We were recently named the UK's top company to work for, and we ranked in the top ten in the Sunday Times Best Places to Work 2024. Our Group CEO, Greg has recorded a podcast about our culture and how we empower our people. We’ve also been placed in the top 10 companies for senior leadership