Portfolio Analyst

Job Title: Portfolio Analyst

Based: Chichester / Hybrid

Role: Full time Permanent

Salary: £26,250 plus bonus and career path

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• Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software
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• Develop a detailed understanding of tariffs and charging methodologies,
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• using this to analyse invoices within SLA.
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• Data steward, ensuring a high level of accuracy & robust data quality
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Main Responsibilities for the Portfolio Analyst

Main responsibilities kfjnvdkney Areas Tasks

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• Analysis Interrogate invoices to ensure retailers are providing accurate information for customers, challenging them as appropriate & tracking resolution through the billing query process.
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• Regularly review and compare data between company CRM and the central market, investigating and correcting disparities
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• Investigate & explain variances and trends, providing insight internally & to customers
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• Invoice Validation & Data Management
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• Validate both paper and electronic billing to ensure customer contract SLAs are achieved.
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• Develop a strong knowledge of market structure and tariffs.
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• Provide insight as to the impact of any updates on the team and wider business
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• and use this knowledge to identify savings opportunities.
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• Complete payment files in appropriate branded format on a customer agreed timeframe to ensure invoices are paid.
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• Review & update CRM data regularly, in conjunction with other analysts to ensure data is high quality.
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• Challenge retailers on inaccuracies in invoices and track resolution through the billing query process.
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• Provide updates to other team members as required.
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• Manage incoming email queries from customers, retailers & other
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• sources in a prompt & polite manner within contractual SLAs.
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• Promptly answer inbound calls, dealing with all callers politely and professionally.
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• Meet regularly with the Account Management Team as required.
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• Identify action points from meetings & reports, follow through to resolution and communicate progress.
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• Ensure effective communication throughout the Operations Team,
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• proactively collaborating with all analysts & supporting in completion of
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• any relevant tasks to provide the best customer outcomes.
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• Projects Identify project opportunities & support in delivery of these across the Operations Team.
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• Supports during the onboarding process for new customers.
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Ideal Applicant for the Portfolio Analyst:

Proactive

Efficient

Commercially aware

Meticulous, and diligent

Accuracy focused

Organised

Strong communicator