Client Portfolio Analytics Associate (VBA, SQL and Python)

My client is an Investment Manager with an outstanding and well-established reputation. With >$300 billion AUM and more than 2,000 employees the firm is a global Investment Manager and an outstanding place to work. My client is employee-owned and has a pervasive team ethos.

This is reflected in the team's excellent retention rates and position as a continued recipient of Pensions & Investments "Best Places to Work in Money Management" for the last 6 years.

Description

Responsibilities of the role include:

• Work with investment teams and client reporting colleagues to develop, improve, automate (using Python) and maintain client attribution and client reporting templates
• Respond to client specific requests regarding portfolio attribution and client reporting
• Investigate and solve data issues with vendors and internal teams to ensure optimal quality of reporting and data
• Partner with technology teams to drive enhancements, troubleshoot coding issues, and create backup systems for automated templates
• Assist the wider team in the automation of client reporting templates and organization of data

Profile

The successful candidate posseses the following qualifications and attributes:

• STEM academic background (minimum Bachelors degree)
• 4+ years post-graduate experience with asset management preferred
• Intermediate coding experience in VBA, SQL and Python
• Experience with Python and automation (preferably with client reporting/ attribution)
• Knowledge of financial markets, preferably fixed income, and interest in investment strategies and security analysis
• Analytical and comfortable working with and interpreting statistics and fixed income market data
• Additional qualifications, currently studying or a desire to obtain IMC/CFA
• Ability to communicate effectively with Investment professionals
• Highly motivated team-player with a desire to work on a wide range of projects
• Strong attention to detail, excellent organizational skills and ability to prioritise work

Job Offer

The successful candidate will benefit from the following:

• Joining an established IM with a sterling reputation and strong team feel
• Employee-owned firm with an award winning employee satisfaction
• Opportunities to move within the business
• Ability to participate in deferred compensation scheme to purchase company shares