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Financial Analyst

2 months ago

Reading, Reading, United Kingdom Dynamic Planner Full time
Job Description

Role Purpose:

The primary objective of this role is to provide support to the Quarterly Review Process associated with the Risk Profiling service and collaborate with the Risk Manager in completing reviews.

Main Responsibilities:

  • Analyze quarterly information provided by asset management clients and coordinate the delivery of their reporting requirements in a timely manner.
  • Analyze holdings data supplied by asset management clients for their solutions to assess and report on investment, credit, and liquidity risk for the solutions.
  • Report on the observed risk characteristics of solutions and write reports and communicate findings with clients in conjunction with the Investment Risk Manager.
  • Be involved with ongoing research requirements as directed by the DT Investment Committee.
  • Contribute to process development intended to improve the efficiency of the risk profiling process.

KPIs and Measures:

  • All Fund Risk Profiling updates are accurate and communicated within agreed timelines.
  • All external material and reports are produced to a very high degree of accuracy and quality.
  • Feedback from within the team, clients, and the ability to support and work productively in a team environment.

Key Deliverables:

  • Support the request of fund data from external asset manager clients on a quarterly basis.
  • Disseminate changes for any fund-related risk profile changes across internal Dynamic Planner stakeholders and clients.
  • Support the creation and delivery of regular reports and provide second-line quality control.
  • Support the development, set up, and ongoing population of an internal funds database.

Stakeholders:

  • ARM management team and analysts.
  • Dynamic Planner product and data management teams.
  • External asset manager clients (product specialists & marketers).

Desired Skills/Competencies:

  • Knowledge of Excel and databases (including SQL).
  • Some coding experience, either in or with an interest in learning Python.
  • Very high levels of numeracy and excellent written/oral communication skills.
  • Good Word and PowerPoint skills.
  • A keen interest in the financial markets and a desire to make a career in this field.
  • A team player with good interpersonal skills.
  • A desire to sit further qualification, if not already attained.

Knowledge Competencies:

  • Must have a strong ability to communicate complex concepts.

Professional Qualifications:

  • Undergraduate/Postgraduate Degree educated in a highly numerate subject such as Mathematics, Natural Sciences, Statistics, or Computer Science.