Portfolio Data Analyst, Infrastructure (m/f/d)

Posted 3 Days Ago
London, Greater London, England, GBR
In-Office
Mid level
Fintech • Financial Services
The Role
Maintain and own infrastructure portfolio data across financial, operational, ESG and value-creation metrics. Run recurring data collection, ensure data quality, produce dashboards and investor reporting, support ESG regulatory reporting and coordinate external providers.
Summary Generated by Built In

PATRIZIA is a leading partner for global real assets.

The expertise and commitment of our global teams form the basis of our success. Shaping a sustainable future and making a positive contribution to society is what drives our daily business.

As the Portfolio Data Analyst within the Infrastructure Team, you will play a key role in strengthening the data foundation that underpins portfolio monitoring, value creation, ESG performance management and investor reporting. This is a hands-on junior role suited to a highly organised, analytical candidate who can manage recurring data processes, engage confidently with investee companies and service providers, and help extend our infrastructure data set across financial, operational, ESG and value creation plan metrics.

With operations across the globe, PATRIZIA has offered investment opportunities in real estate and infrastructure to institutional, semi-professional, and private investors for over 40 years. PATRIZIA manages more than EUR 56 billion in assets and employs over 800 professionals across 26 offices worldwide. Through its PATRIZIA Foundation, PATRIZIA is committed to social responsibility. The Foundation has helped around 700,000 children and young people at its 25 children’s houses and vocational training centres in Africa, Asia, Latin America and Europe. You can find further information at www.patrizia.ag.

PATRIZIA Infrastructure is a division of PATRIZIA. PATRIZIA Infrastructure has been investing in infrastructure assets globally for over 40 years, with over EUR 10bn invested across more than 100 assets. PATRIZIA Infrastructure invests in assets with clear and measurable cashflows that protect against inflation, while providing predictable cash returns and adding value through active asset management. PATRIZIA Infrastructure offers investment capabilities across unlisted infrastructure, listed infrastructure, and infrastructure debt.  

Your Responsibilities:

  • Own and maintain the core portfolio data set for PATRIZIA Infrastructure, covering financial, operational, ESG and value creation plan data points across investee companies.
  • Run recurring portfolio data collection processes, including annual ESG data collection, quarterly or ad hoc portfolio updates, framework updates and engagement with relevant IT reporting tools.
  • Work with investee companies to ensure complete, accurate and timely data submissions, following up on gaps, inconsistencies and data quality issues.
  • Maintain structured reporting templates and data models that support asset management, governance forums, investor reporting and Value Creation Group activities.
  • Produce portfolio-level analysis, dashboards, scorecards and reporting outputs that translate reported data into clear insights for senior stakeholders.
  • Prepare regulatory ESG reporting and other customized ESG reporting outputs under senior management supervision.
  • Support ESG-related requests for proposals, due diligence questionnaires and investor information requests, working with senior colleagues to ensure consistent, high-quality responses.
  • Coordinate access to annual and recurring portfolio data for external service providers.

What we look for:

  • Around two to four years’ professional experience in portfolio reporting, data analytics, audit, ESG reporting or a related data management or analytical role.
  • Strong organisational skills and attention to detail, with the ability to manage recurring data collection processes, track deadlines and follow up proactively with multiple stakeholders.
  • A genuine interest in working with structured data and reporting templates to produce insightful and provoking reports that accurately identify opportunities for improvement across the portfolio.
  • Strong Excel and PowerPoint skills; experience with Power BI, database tools is highly valued
  • Interest in infrastructure investment, asset management, ESG performance, investor reporting and value creation.
  • Clear communication skills and the confidence to engage with investee companies, internal stakeholders and external service providers in a professional and service-oriented manner.
  • A curious, pragmatic and hands-on mindset, with the willingness to take ownership of core portfolio data processes while learning from experienced reviewers and subject-matter experts.

What we offer

  • Flexible working: A hybrid working model with an average of two remote working days per week
  • Personal Development: Extensive internal training and development opportunities via our PATRIZIA Academy
  • International & inclusive environment: An inclusive, equal-opportunity workplace within an international company, actively promoted by our ED&I Council
  • Time for social engagement: Two additional days’ leave, e.g. for projects run by our PATRIZIA Foundation
  • Strong community spirit: Active employee initiatives and networks

Sounds like you?

If you want to create a better tomorrow with us, we want to hear from you via our job portal (www.patrizia.ag/en/career). Together, let's make a positive impact.

We’re proud to be an equal opportunity workplace.

At PATRIZIA, we are committed to leading the industry in how we advance the equity, diversity and inclusion of our global teams. The opinion and experience of each individual counts. With inherent trust in each other, we do our greatest work steeped in courage, integrity, optimism and tenacity.

PATRIZIA Infrastructure Ltd. | Human Resources

24 Endell Street | London WC2H 9HQ 20 | +44 20 45924-694 | www.patrizia.ag

Skills Required

  • Around two to four years' professional experience in portfolio reporting, data analytics, audit, ESG reporting or related
  • Strong organisational skills and attention to detail, ability to manage recurring data collection processes and track deadlines
  • Ability to engage with investee companies, internal stakeholders and external service providers to resolve data gaps and quality issues
  • Experience producing portfolio-level analysis, dashboards, scorecards and reporting outputs for senior stakeholders
  • Strong Excel and PowerPoint skills
  • Experience with Power BI and database tools
  • Interest in infrastructure investment, asset management, ESG performance and investor reporting
  • Curious, pragmatic and hands-on mindset with willingness to take ownership while learning from senior colleagues
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The Company
Augsburg,
723 Employees
Year Founded: 1984

What We Do

PATRIZIA: A leading partner for global real assets: As a company with operations around the world, PATRIZIA has been offering investment opportunities in real estate and infrastructure assets for institutional, semi-professional and private investors for 36 years. PATRIZIA manages more than EUR 46 billion in assets and employs over 800 professionals at 24 locations worldwide. Through its PATRIZIA Foundation, PATRIZIA is committed to social responsibility. The Foundation has helped over 220,000 children in need worldwide over the last 20 years. You can find further information at www.patrizia.ag. IMPRINT Published by: PATRIZIA AG Fuggerstraße 26 86150 Augsburg Germany CEO Wolfgang Egger Amtsgericht Augsburg HRB No.: 19478 Tax identification No.: DE 225766385 Phone: +49 821 50910-000 Fax: +49 821 50910-999 Supervisory authority under§ 34 c of the German Trade Regulation Act, GewO: Augsburg Ordnungsamt

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