Asset Investment Data Analyst
1 month ago
Job Description
Permanent role, 4 days in office near Oxford Circus/Regent Street station, London
As a Portfolio Reporting Analyst, you will play a key role in the management of the firms' model portfolio service (MPS) and technology teams. You will collaborate with teams across the business and establish relationships with external stakeholders to support and lead projects.
The role will be varied day to day, and you will be part of a small team which is at the centre of the business. With a broad role leading to interactions with teams across the organisation daily.
Key responsibilities
Model Portfolio Service Management
Responsible for the day-to-day management of MPS solutions across investment platforms
Model Rebalancing
Model construction
Linking model(s) to clients
Managing the internal relationship with both multi-asset investment team and retail sales team
Onboarding funds and portfolios to platforms
Maintaining platform model dataset
Asset Under Management reporting on a monthly basis, reported to the senior leadership team
Managing relationships with each of the Investment Platforms company operate with
Managing internal relationships with regard to models and model rebalances
Data Reporting
~ Responsible for portfolio reporting of all multi-asset portfolios
~3rd party reporting to providers such as Dynamic Planner and Defaqto
~ Client based reporting on a temporal basis
~ Internal reporting on a temporal and ad hoc basis
Project Work
Support and lead the development of automated solutions to everyday business problems
Contribute to bigger picture technology development within the business by working with key stakeholders to identify areas where improvements can be made
Ideal candidate
Ambitious, fast learning, with hunger to have an impact on the business
High level of IT proficiency and working knowledge of Python an advantage
Experience in Financial Services
Clear and concise communication skills, with the ability to articulate thoughts and ideas logically
Demonstrated ability to engage with others, fostering a collaborative and positive team environment
Accuracy
Detail orientated
Willingness to complete repetitive tasks
Effectively prioritising tasks to effectively deliver on business needs
Technical skills with regard to data/data analysis, experience in the following areas would be favourable
Python
SQL
Excel
PowerBI
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