Senior Portfolio Analyst
- Employer
- Finance Network
- Location
- London, United Kingdom
- Salary
- £80,000-£90,000 base + bonus
- Closing date
- Apr 14, 2021
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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We are working with a leading private wealth manager that is looking to hire a Portfolio Analyst with excellent communication skills, a technical background and a passion for ESG/Sustainable Investing to join their Central Investment Solutions team, which manages the firms Managed Portfolio Service (MPS).
This role would ideally suit someone with a multi-asset background and the ability to communicate investment themes and performance to internal and external stakeholders.
On the more technical side, the focus would be on ensuring that models & portfolio implementation reflect the firm's investment strategy, while also working with the team to maintain the portfolio analysis framework for the models and reports on performance, attribution & risk for senior stakeholders.
Strong ESG experience (or a certificate in ESG) is strongly desired, as well as experience managing complicated processes with a focus on risk reduction, standardisation and automation. Derivatives experience is also a plus.
Qualifications/Experience Required:
Role Overview:
This role would ideally suit someone with a multi-asset background and the ability to communicate investment themes and performance to internal and external stakeholders.
On the more technical side, the focus would be on ensuring that models & portfolio implementation reflect the firm's investment strategy, while also working with the team to maintain the portfolio analysis framework for the models and reports on performance, attribution & risk for senior stakeholders.
Strong ESG experience (or a certificate in ESG) is strongly desired, as well as experience managing complicated processes with a focus on risk reduction, standardisation and automation. Derivatives experience is also a plus.
Qualifications/Experience Required:
- 5-10+ years' experience
- Multi-asset background or knowledge of multiple asset classes (e.g. equities, fixed income, currency, credit)
- A strong grasp of various investment products and the overall asset management and private wealth industry
- CFA certified (highly desirable)
- ESG Certificate (not required, however a plus)
- Derivatives knowledge and experience of derivatives strategies is an advantage
- Excellent knowledge of Excel (required)
- Experience with VBA and C# a strong advantage.
- Understanding of risk and control within the asset management industry.
- Experience managing multiple complicated processes with a focus on risk reduction, standardisation and automation.
- Driven, a self-starter and very proactive personality type
- High level of accuracy and attention to detail.
- Excellent communication skills, both written and verbal, and able to liaise effectively with personnel at all levels.
- Able to work effectively under pressure and to tight deadlines.
Role Overview:
- Communicating the firm's investment strategy and outlook to internal and external stakeholders
- Understanding and communicating how investment strategy is implemented across products and explain how market dynamics affect fund and portfolio performance.
- Communicate the firm's responsible and sustainable approaches and propositions.
- Actively providing input and support for the implementation of centrally managed model portfolios.
- Working as part of a team to liaise with analysts and senior managers to ensure that models and portfolio implementation reflects the firm's investment strategy.
- Working with the team to refine and maintain the portfolio analysis framework for the models.
- Ensure changes and decisions are documented and reviewed by the appropriate committees. Generate and interpret reports on performance, attribution & risk for senior stakeholders.
- Assist the team in calculating and generating orders and ensuring they are compliant and executed correctly.
- Work with the team to improve processes and provide portfolio monitoring and risk reporting.
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