Portfolio Analyst

Job Title: Portfolio Analyst Based: Chichester / Hybrid Role: Full time Permanent Salary: £24,570 plus bonus and career path * Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software * Develop a detailed understanding of tariffs and charging methodologies, * using this to analyse invoices within SLA. * Data steward, ensuring a high level of accuracy & robust data quality Main Responsibilities for the Portfolio Analyst Main responsibilities kfjnvdkney Areas Tasks * Analysis Interrogate invoices to ensure retailers are providing accurate information for customers, challenging them as appropriate & tracking resolution through the billing query process. * Regularly review and compare data between company CRM and the central market, investigating and correcting disparities * Investigate & explain variances and trends, providing insight internally & to customers * Invoice Validation & Data Management * Validate both paper and electronic billing to ensure customer contract SLAs are achieved. * Develop a strong knowledge of market structure and tariffs. * Provide insight as to the impact of any updates on the team and wider business * and use this knowledge to identify savings opportunities. * Complete payment files in appropriate branded format on a customer agreed timeframe to ensure invoices are paid. * Review & update CRM data regularly, in conjunction with other analysts to ensure data is high quality. * Challenge retailers on inaccuracies in invoices and track resolution through the billing query process. * Provide updates to other team members as required. * Manage incoming email queries from customers, retailers & other * sources in a prompt & polite manner within contractual SLAs. * Promptly answer inbound calls, dealing with all callers politely and professionally. * Meet regularly with the Account Management Team as required. * Identify action points from meetings & reports, follow through to resolution and communicate progress. * Ensure effective communication throughout the Operations Team, * proactively collaborating with all analysts & supporting in completion of * any relevant tasks to provide the best customer outcomes. * Projects Identify project opportunities & support in delivery of these across the Operations Team. * Supports during the onboarding process for new customers. Ideal Applicant for the Portfolio Analyst: Proactive Efficient Commercially aware Meticulous, and diligent Accuracy focused Organised Strong communicator

Location: West Broyle, GB

Posted Date: 5/9/2025