Job: Porfolio Analyst

Reference: 923/LJ
Salary: £17,687 - £22,870 Per Annum
Hours: 37.00/wk
Area: Energy
Contract: Permanent
Location: Abbey Wood Road, Kings Hill
Closing Date: 11/12/2019
Interview Date: TBC

The Role

The Portfolio Analyst is accountable for overseeing their customers’ portfolio of sites, including managing accurate and timely processing of any changes to the portfolio.  This will capture all parts of our customers’ portfolios, including site list, procurement options, management options and pricing.

The Portfolio Analyst will have the ability to solve problems in an effective and timely manner, have an eye for detail, ensuring any changes are proactively managed through to their completion, keeping the customer informed on the way. 

Key Duties

  • Onboard new customers from the point of handover from the Business Development team, through to opening invoices and reporting being issued.
  • Deliver accurate portfolio management to your portfolios of customers.
  • Manage pending site, management or procurement change from the point of notification through to the point of completion.
  • Update all systems to reflect changes and pending changes.
  • Proactively report updates to customers on changes in their portfolio (e.g. site additions, removals, Change of Tenancies etc).
  • Action changes in line with KPIs to ensure each customer portfolio is managed in line with the SLA.
  • Be responsible for preparing, validating and issuing customer rebates in keeping with SLA’s
  • Deliver portfolio maintenance in line with the agreed procedures to ensure consistency of service.
  • Work with the Customer Services and Billing teams to ensure first class service for your portfolio of customers.

 Such other duties, commensurate with the grading of the post that may be assigned by the line manager or their nominee.



Commercial Services Ltd is an equal opportunities employer and positively encourages applications from all suitably qualified and eligible candidates.

Please note that full Commercial Services Terms and Conditions apply to this role.