Portfolio Analyst

2 weeks ago

London, United Kingdom Twelve Capital Full time

The role

We are looking for a Data Analyst to join our Investment Management team. The candidate should be willing to step into a dynamic working environment focusing on reporting and data analysis of Twelve Capital’s portfolios (80%), in addition to tool development and analysis for the ILS team (20%). This role is vital in analysing data and providing insights that drive investment strategies. The role requires a candidate who has a strong background in data analysis and programming, as well as a keen interest in Finance.

Main responsibilities

  • Data Analysis and Reporting: Conduct thorough data analysis to support investment decisions and client requests, such as; Due Diligence Questionnaires, preparing reports on portfolio performance, risk metric calculation, portfolio optimisation, and customised ad hoc requests
  • ILS Analytics: ca.20% of the role will be integrating with the ILS analytics team to support tool development, data engineering, and catastrophe analytics.
  • Collaboration and Communication: Work closely with Portfolio Managers, Analysts, Sales and the Marketing and Client Service teams to understand their data needs and deliver actionable insights
  • Technical Infrastructure Management: Develop and maintain R code for data analysis and reporting tools. Update and create SQL databases for efficient data storage. Ensure the seamless integration of new data sources and analytics tools into our R environment
  • Tool Development and Maintenance: Design and upkeep of R Shiny applications, including key analytics tools and developing new tools as required

Qualifications, experience and other personal attributes

  • Bachelor’s or Master’s degree in Data Science, Economics, Finance, Statistics, or a related numerical field
  • Technical Proficiency: Advanced skills in a programming language with the willingness to use R and SQL
  • Analytical Mindset: Ability to interpret complex data and turn it into actionable insights
  • Excellent analytical and problem-solving skills with keen attention to detail
  • Communication Skills: Ability to communicate complex concepts and findings effectively to both technical and non-technical stakeholders
  • Strong team player with the ability to collaborate and thrive in a fast-paced, results-oriented environment
  • Strong sense of job ownership, strong interpersonal and communication skills and flexibility to adapt to changes
  • Excellent command of English
  • The right to work in the UK

What we offer

  • Chance to work in a fast-growing segment of the asset management industry
  • International and very dynamic work environment in an organisation that allows you to be entrepreneurial and innovative
  • Flexible working arrangement
  • Competitive compensation package and additional benefits

Equal Opportunities

At Twelve Capital, we champion equal opportunities, recognising and valuing the distinct contributions each individual offers. Our dedication is to cultivate an inclusive environment that nurtures diversity, inviting everyone to be part of our team and express themselves sincerely at work.

eFCSoSe

  • Portfolio Analyst

    Found in: Talent UK 2A C2 - 2 weeks ago

    London, United Kingdom Brit Full time

    Vacancy Name Portfolio Analyst Employment Type Permanent Location London Role Details Who are we? Ki is the biggest global insurance tech company you`ve never heard of, unless you`ve been looking to insure a satellite, wind farm or music festival recently. Having written over $877m in gross written premium in 2023, we`ve achieved significant growth...

  • Senior Portfolio Analyst

    Found in: Talent UK 2A C2 - 2 weeks ago

    London, United Kingdom Brit Full time

    Vacancy Name Senior Portfolio Analyst Employment Type Permanent Location London Role Details Who are we?Ki is the biggest global insurance tech company you`ve never heard of, unless you`ve been looking to insure a satellite, wind farm or music festival recently. Having written over $877m in gross written premium in 2023, we`ve achieved significant...

  • Portfolio PMO Analyst

    3 days ago

    London, United Kingdom McGregor Boyall Full time

    Portfolio PMO Analyst Type - Perm Role Base Salary - £50k - £70k Base + Benefits Location - London with remote working (3 days in office) Looking for a Portfolio PMO Analyst to partner alongside an insurance company to support the delivery of change across their global line - Experience in supporting the delivery and tracking of change across...

  • Credit Analyst

    4 days ago

    City of London, United Kingdom cer Financial Ltd Full time

    Credit Analyst /Portfolio Analyst Infrastructure/Project FinanceCity of LondonPermanent£65,000cer Financial are working alongside an exciting Financial Services company who are based in the City of London. They are seeking aCredit Analyst /Portfolio Analyst Infrastructure/Project Financeto work with them on a permanent basis. My client issues bonds into...

  • Portfolio Analyst

    Found in: beBee jobs GB - 5 days ago

    London, Greater London, United Kingdom C James Full time

    Credit Portfolio Analyst role with an established corporate and investment bank in London. This role is pivotal in developing and executing stress-testing protocols for climate change risks and ensuring the accuracy and timeliness of related reporting.You will play a crucial role in monitoring the credit portfolio and producing essential reports for various...

  • Senior Portfolio Implementation Analyst

    3 weeks ago

    London, United Kingdom Eames Consulting Full time

    Are you a Catastrophe Modeller, Exposure Management Analyst or Catastrophe Pricing Analyst looking for something different? Eames Consulting has partnered with a long standing syndicate during a period of change and is actively recruiting for a Senior Portfolio Analyst. This role sits within a Portfolio Management function that is responsible for using data...

  • Portfolio Analyst

    2 weeks ago

    London, United Kingdom Twelve Capital Full time

      The role We are looking for a Data Analyst to join our Investment Management team. The candidate should be willing to step into a dynamic working environment focusing on reporting and data analysis of Twelve Capital’s portfolios (80%), in addition to tool development and analysis for the ILS team (20%). This role is vital in analysing data and...

  • Senior Analyst, Portfolio Data

    23 hours ago

    London, United Kingdom Pantheon Full time

    Purpose of Position This position is for a Senior Analyst to join the Portfolio Data Team (the “Team”) on a permanent basis. This Team is responsible for maintaining data on the underlying private companies held in Pantheon’s portfolios or those in portfolios which are required to be monitored for processes such as investment due diligence. The...

  • Technology Portfolio Analyst

    2 weeks ago

    London, United Kingdom Hays Technology Full time

    A leading Wealth Management organisation providing solutions to private clients, charities and professional partners, they are focussed on investing responsibly on behalf of their clients. They are always looking to do the right thing for their clients and looking beyond the short term for the most sustainable outcome. They are currently going through...

  • Portfolio Analyst

    Found in: beBee jobs GB - 2 weeks ago

    London, Greater London, United Kingdom Twelve Capital Full time

    Twelve Capital is an independent investment manager specialising in insurance investments for institutional clients and is a leading provider of capital to the insurance and reinsurance industry. Twelve Capital currently has in excess of USD 4.7 bn assets under management and has offices in Zurich, London and Munich.The role We are looking for a Data Analyst...

  • Assistant Analyst, Portfolio

    Found in: Talent UK C2 - 2 weeks ago

    London, United Kingdom The European Bank for Reconstruction and Development Full time

    Purpose of the Job  The Assistant Analyst in the Data, Analytics and Strategy (DAS) team is a key contributor in terms of the deliverables of the team, which focuses on digitising, reconciling and integrating portfolio client data with the Bank’s Data Ware House, producing summary client reports for the purpose of risk triage and aggregated portfolio...

  • Senior Portfolio Operations Analyst

    2 weeks ago

    London, United Kingdom eFinancialCareers Full time

    **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than60 countries, draw on a robust body of proprietary research and a collaborative culture...

  • Lead Portfolio Analyst

    2 weeks ago

    London, United Kingdom Circle Square Talent Full time

    Our client, a leading real estate private equity fund with a global reach, is seeking a highly motivated and analytical German speaking Analyst with a passion for real estate to join their team. This is an exciting opportunity to work on a variety of investment opportunities and make a significant impact on the industry. As an Analyst, you will play a key...

  • Assistant Analyst, Portfolio

    Found in: beBee S GB - 2 weeks ago

    London, United Kingdom European Bank for Reconstruction and Development Full time

    Purpose of the Job The Assistant Analyst in the Data, Analytics and Strategy (DAS) team is a key contributor in terms of the deliverables of the team, which focuses on digitising, reconciling and integrating portfolio client data with the Bank's Data Ware House, producing summary client reports for the purpose of risk triage and aggregated portfolio...

  • Portfolio Analyst

    Found in: Talent UK 2A C2 - 6 days ago

    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Analyst

    Found in: Appcast UK C2 - 6 days ago

    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Analyst

    Found in: Appcast UK C C2 - 6 days ago

    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Analyst

    Found in: Appcast Linkedin GBL C2 - 6 days ago

    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Analyst

    Found in: Whatjobs ES C2 - 6 days ago

    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Credit Portfolio Analyst

    Found in: Talent UK 2A C2 - 3 weeks ago

    London, United Kingdom KennedyPearce Consulting Full time

    A Global bank based in London, currently seek a Mandarin speaking Credit Portfolio Analyst to manage climate change risk, this will include the development of climate change risk, stress-testing and reporting etcCandidates with experience in ESG from a consulting background or ratings agencies are preferredMain Responsibilities and Accountabilities:Ensure...