Data Analyst
Posted 1 week ago by Lorien
Negotiable
Inside
Undetermined
Edinburgh, UK
Summary: The role of Data Analyst involves working with a public sector client in Edinburgh, focusing on financial analysis and portfolio management using the PortF system. The contract extends until November 2025, requiring the analyst to support ongoing projects, track financial forecasts, and assist with exit analysis. Attention to detail and proficiency in relevant financial tools are essential for success in this position.
Key Responsibilities:
- Inputting information (financial models, budgets, management accounts) onto PortF and tracking outstanding data.
- Supporting ongoing PortF improvement projects.
- Tracking companies against financial forecasts and assisting in deep dives for performance issues.
- Conducting exit analysis for portfolio companies, including valuation assessments.
- Providing general admin support to maintain Salesforce and SharePoint, including KYC checks.
Key Skills:
- Experience in financial analysis or portfolio management, including financial modelling and budgeting.
- Proficiency with data entry and management systems, particularly PortF, Salesforce, and SharePoint.
- Strong attention to detail and organizational skills.
- Understanding of financial indicators and forecasting.
- Exposure to investment or corporate finance processes.
- Project support experience in financial or systems improvement contexts.
- Working knowledge of compliance requirements, including KYC processes.
Salary (Rate): undetermined
City: Edinburgh
Country: UK
Working Arrangements: undetermined
IR35 Status: inside IR35
Seniority Level: undetermined
Industry: Other
Detailed Description From Employer:
DATA ANALYST - INSIDE IR35 - UP TO END OF NOV 2025
One of Loriens Edinburgh based Public Sector Clients are looking to hire a highly skilled Data Analyst with PortF experience, on a contract basis running up to November 2025.
- 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.
Background/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.
Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
