Portfolio Analysis Expert
4 weeks ago
Fisher Investments Europe seeks a skilled Paraplanner to analyse prospective client portfolios and provide regulated advice on key areas such as pension transfers, bond surrenders, and investment taxation.
Your Key Responsibilities:- Evaluate prospective clients' objectives, portfolio holdings, time horizon, cash flow requirements, and financial situation to determine a suitable asset allocation recommendation
- Review and formulate plans for clients with complex situations
- Assess existing pension and investment bond arrangements to determine whether a transfer is suitable
- Develop and lead training sessions for colleagues as needed
- Work on ad hoc projects to improve the efficiency of PCA Group
- A university degree or equivalent combination of education and experience
- CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma is preferable
- Minimum 3 years of experience in financial services
- 100% coverage for top-tier medical, dental, and annual health screening plans for employees and their dependents
- 28 days annual leave, with the option to purchase up to 3 additional days per year, plus 8 paid holidays
- Enhanced maternity pay package, including 16 weeks of top-up pay at full base rate for eligible employees
- $10,000 fertility, hormonal health, and family-forming benefit
- A retirement pension plan featuring a 9% company contribution of base pay, with an additional 5% match on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
- A collaborative work environment that fosters ongoing training, educational support, and employee appreciation events
Estimated salary: £60,000 - £80,000 per annum
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Portfolio Analysis Expert
2 weeks ago
London, Greater London, United Kingdom Munich Re Full timeAs a Portfolio Analysis Expert at Bell & Clements, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional results. Our team is committed to providing outstanding service to our clients, and we are seeking someone who shares our values and is eager to contribute to our success.Key...
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Portfolio Analysis Expert
23 hours ago
London, Greater London, United Kingdom Mason Blake Full timeThis is an excellent opportunity for a talented Performance and Risk Analyst to thrive in a fast-paced environment. The successful candidate will be responsible for analyzing financial data, identifying trends, and providing actionable insights to inform business decisions.Job Summary:We are seeking a skilled Performance and Risk Analyst to join our London...
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Credit Risk Expert with Portfolio Analysis
2 weeks ago
London, Greater London, United Kingdom Harnham Full timeAbout the RoleHarnham is seeking a Credit Risk Expert with Portfolio Analysis experience to join our lending business in London.Job DescriptionIn this role, you will be responsible for driving insight for credit risk strategy, analysing portfolios on collections rates and performance, and detecting new trends on customer data to reduce losses and customers...
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Portfolio Analysis Expert
1 week ago
London, Greater London, United Kingdom Miryco Consultants Ltd Full timeAbout the OpportunityThis is an exciting role within a dynamic buy-side investment team operating at the heart of the investment process. The role provides an ambitious and proactive professional with the opportunity to make a significant impact within a focused investment risk team.You will work closely with a highly skilled team of Portfolio Managers,...
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Portfolio Development Expert
2 weeks ago
London, Greater London, United Kingdom Mason Blake Full timePortfolio Development ExpertMason Blake is seeking a skilled Portfolio Development Expert to join its Private Client investment team. As a key member of the team, you will be responsible for developing and implementing investment strategies, conducting portfolio management activities, and providing analysis to Portfolio Managers and clients.This is an...
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Revenue Management Expert
3 weeks ago
London, Greater London, United Kingdom Portfolio Payroll Full timeAbout the RolePortfolio Payroll is seeking a Revenue Management Expert to join our team. This role offers an estimated salary of $80,000 - $100,000 per annum and provides opportunities to work with a variety of clients and develop your skills in cash collection, debt recovery, and revenue management.The successful candidate will be responsible for managing...
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Pricing and Portfolio Expert
3 days ago
London, Greater London, United Kingdom The Emerald Group Full timeThe Emerald Group is seeking a Pricing and Portfolio Expert to join our team in London. This permanent role comes with a competitive salary of £70,000 - £90,000 per annum.Job OverviewWe are looking for an experienced Pricing and Portfolio Expert who will work collaboratively with our partners to develop data and portfolio monitoring dashboards and assess...
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Financial Planning and Analysis Expert
1 week ago
London, Greater London, United Kingdom Trace - Expert Accountancy Recruitment Full timeAbout the Role: Our client is a leading Investment Bank looking for a highly skilled Financial Planning and Analysis Expert to join their team. As a key member of the Finance function, you will be responsible for developing and maintaining financial models, analysing complex financial data, and providing actionable insights to support business...
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Portfolio Risk and Performance Expert
2 weeks ago
London, Greater London, United Kingdom eFinancialCareers Full timePortfolio Risk and Performance ExpertThe annual salary for this role is estimated to be between $100,000 and $130,000.About the Opportunity:We are seeking a highly skilled Portfolio Risk and Performance Expert to join our team. The successful candidate will be responsible for developing and implementing strategies to improve portfolio performance, monitoring...
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Portfolio Management Expert
2 weeks ago
London, Greater London, United Kingdom eFinancialCareers Full timeJoin eFinancialCareers as a Portfolio Management Expert and take advantage of our exceptional AUM opportunities. With minimal distractions, you can focus on what matters most – delivering top-notch investment results.We are looking for highly skilled professionals with a minimum of 7 years' experience in investment management. Ideally, you will have a...
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Portfolio Optimisation Expert
3 days ago
London, Greater London, United Kingdom eFinancialCareers Full timeWe are seeking a Portfolio Optimisation Expert to join our team at eFinancialCareers. In this role, you will work closely with experienced traders and portfolio managers to develop and maintain technical toolkits for trade analysis and optimization.The ideal candidate will have 3-7 years of experience working as a bookrunner/trading assistant/portfolio...
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Portfolio Analysis Manager
2 weeks ago
London, Greater London, United Kingdom Arlington Resource Management Ltd Full timeArlington Resource Management Ltd is seeking a highly skilled Portfolio Analysis Manager to join their team in London. This is an excellent opportunity for a motivated individual to take on a challenging role that requires strong financial planning and analysis skills.About the Role:The successful candidate will be responsible for leading financial planning...
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Portfolio Analysis Manager
4 days ago
London, Greater London, United Kingdom XB Consultants Full timePortfolio Analysis Manager Job OpportunityXB Consultants is seeking an experienced Portfolio Analysis Manager to join our team in Madrid. This role involves managing the financial performance of our funds, conducting in-depth portfolio analysis, and supporting strategic decision-making processes.About the Team:We are a dynamic and ambitious team of...
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Portfolio Analysis Professional
2 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeJob OverviewMason Blake is currently seeking an experienced investment risk professional to join its global investment risk team. The successful candidate will be responsible for providing day-to-day risk management support to the Portfolio Managers, covering global equities, fixed income and multi-asset strategies.Key Responsibilities:Perform thorough...
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Portfolio Performance Expert
1 week ago
London, Greater London, United Kingdom Mason Blake Full timeMason Blake, a leading employment agency, is seeking a skilled Portfolio Performance Expert to join their Global Fixed Income investment team.Estimated Salary: $100,000 - $160,000 per annumThe successful candidate will be responsible for analyzing and improving portfolio performance, working closely with Portfolio Managers and Traders to identify areas for...
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Portfolio Optimization Expert
1 week ago
London, Greater London, United Kingdom Mondrian Alpha Full timeJob DescriptionWe are seeking a seasoned Portfolio Optimization Expert to lead our risk management efforts. As a key member of our team, you will develop and implement advanced portfolio optimization strategies to drive business growth and minimize risk.Your primary responsibilities will include optimizing portfolio construction, managing risk frameworks,...
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Portfolio Development Expert
1 week ago
London, Greater London, United Kingdom QBE Insurance Group Full timeAbout the OpportunityWe are looking for an experienced Portfolio Development Expert to join our team at QBE Insurance Group. As a Portfolio Development Expert, you will be responsible for developing and implementing portfolio management strategies that drive business growth and minimize risk.You will work closely with cross-functional teams to develop and...
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Asset Portfolio Management Expert
1 week ago
London, Greater London, United Kingdom Mason Blake Full timeJob Title: Asset Portfolio Management ExpertWe are seeking an experienced Asset Portfolio Management Expert to join our team at Mason Blake. The successful candidate will be responsible for the day-to-day management of multi-asset portfolios, including passive fixed income, equity index strategies, and directly traded instruments.About the Role:Manage...
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Portfolio Analysis Specialist
1 week ago
London, Greater London, United Kingdom Aethel Partners Full timeRole DescriptionThis role involves working closely with senior executives to drive strategic investments and acquisitions. The ideal candidate will have a strong academic background in STEM fields, finance, or economics, and excellent analytical and problem-solving skills.Main ResponsibilitiesFinancial Modeling and Valuation Analysis: Conduct thorough...
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Portfolio Analysis Specialist
2 weeks ago
London, Greater London, United Kingdom Exchange Street Executive Search Full timeJoin Exchange Street Executive Search as a Portfolio Analysis Specialist and take advantage of a dynamic and growing financial planning business. The company is committed to developing its employees, creating a positive work environment where staff can grow and develop their skills.This role offers a range of benefits, including a competitive salary,...