Investment Portfolio Analyst
Warwick, GB, CV34 6DA
Investment Portfolio Analyst
£40,234 to £47,333
Warwick, Hybrid (3 days office, 2 days remote)
About us
National Gas is securing Britain’s energy. We transport gas throughout Great Britain, repair and maintain gas pipelines, and manage the meters that allow millions of homes and businesses to access the energy they need. We are the national gas network, providing secure energy to power Britain, achieve net zero, and maintain our industrial competitiveness.
About the role
If you’re energised by turning data into decisions and want to work where your analysis genuinely influences how we invest, grow, and deliver for our customers, this is the perfect next step in your career.
As an Investment Portfolio Analyst, you’ll play a key part in helping our Asset & Engineering teams make smarter, evidence‑based investment decisions. By collecting, validating, and analysing data, you’ll provide trusted insights that support operational performance, long‑term planning, and strategic direction across our portfolio.
What you'll be doing
- Collecting, cleaning, and transforming data from multiple sources to ensure quality and consistency.
- Analysing investment portfolios and performance data to uncover trends and actionable insights.
- Monitoring data quality, identifying anomalies, and advising on improvements.
- Producing clear, engaging reports, dashboards, and visualisations that help colleagues make informed decisions.
- Maintaining documentation for datasets, tools, and processes.
- Supporting senior analysts with deep‑dive analysis, variance and trend analysis, and reconciliation work.
- Identifying opportunities to improve tools, processes, and ways of working within a continuous improvement framework.
- Collaborating with internal strategy, planning, cost and investment teams to keep portfolios aligned with business priorities.
About you
You’re naturally curious, detail‑focused, and eager to grow your analytical capability. You enjoy working with data, asking questions, and turning complex information into simple, meaningful insights for others.
Key requirements & experience
Essential:
- Advanced Excel skills (Macros, XLOOKUP, VLOOKUP, validation checks etc)
- Hands‑on experience working with data and carrying out insightful analysis
- Logical thinking and problem‑solving skills
- Clear, confident communication skills and the ability to work with colleagues at all levels
- A strong interest in data and analytics with the ability to interpret information and produce clear insights
Desirable :
- Regulated asset environment experience
- Experience with analytics tools such as Power BI
- Knowledge of decision‑support tools such as Copperleaf or AIM
What we offer
- Annual bonus of 6% based on personal and company performance
- 26 days’ holiday plus statutory holidays - option available to buy extra or sell days
- Overtime at x1.5 normal and then x2 on Sunday
- Double-match pension scheme - for every £1 you put in, we'll add £2 (max company contribution 12%)
- Opt-In flexible benefit scheme, including salary sacrifice private healthcare, dental insurance, technology plans and more
- Financial protection with 10x salary death in service and financial support if you're unable to work due to long term illness or injury
- Excellent family friendly provisions - maternity/paternity/adoption/surrogacy/shared parental leave
- Career progression, professional training and development – including access to LinkedIn Learning
- Employee assistance programme offering free confidential professional counselling 24/7
- Financial support to help you cover the cost of professional membership subscriptions
Inclusive recruitment
At National Gas, we are disability confident and we are signatories of the Armed Forces Covenant, committed to building a workforce that represents the communities we serve. We celebrate the different experiences our colleagues bring to our organisation, and strongly encourage applicants of all backgrounds to apply. Please let us know of any reasonable adjustments you need to perform your best.
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