Data Analyst

Data Analyst 6 Month Contract (Inside IR35) Hybrid/Edinburgh Starting ASAP

Day Rate: £200

Main Duties:

• Inputting information (financial models, budgets, management accounts) onto PortF. Keeping track of outstanding information on PortF and flagging / chasing Portfolio Management Lead for outstanding data on a monthly basis.
• Helping / supporting with ongoing PortF improvement project.
• Helping to track companies against relevant financial forecasts. Flagging when companies are off track and helping Portfolio Management Lead in performing deep dives to ascertain why companies are off track.
• Helping with ongoing exit analysis for companies in the portfolio (including exit valuation analysis).
• General admin support to ensure Salesforce and SharePoint are all up to date as well as helping to update KYC checks.

Essential Skills & Experience:

• Experience in financial analysis or portfolio management, including familiarity with financial modelling, budgeting, and interpreting management accounts.
• Proficiency with data entry and management systems, particularly financial platforms like PortF (or similar portfolio management tools), Salesforce, and SharePoint would be beneficial.
• Attention to detail and organisational skills, enabling effective tracking of outstanding data, documentation, and follow-ups with internal stakeholders.
• Understanding of key financial indicators and forecasting, with the ability to support performance monitoring and highlight variances or risks in company performance.
• Exposure to investment or corporate finance processes, particularly experience supporting exit analysis or valuation assessments.
• Project support experience, ideally within a financial or systems improvement context, showing ability to contribute to continuous improvement initiatives.
• Working knowledge of compliance requirements, including supporting Know Your Customer (KYC) processes and maintaining up-to-date records.

This role has been deemed Inside IR35 by the client. Applicants must hold, or be happy to apply for, a valid Basic Disclosure Scotland. Please click the link to apply.