Portfolio Analysis Specialist

2 days ago


London, Greater London, United Kingdom Exchange Street Executive Search Full time

Join 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, comprehensive benefits package, and hybrid working arrangements. We estimate the salary for this position to be around £32,000-£42,000 per annum, based on industry standards and location.

  • Opportunity to work with a diverse range of clients and projects
  • Collaborative team environment with colleagues from various backgrounds
  • Professional development opportunities to enhance your skills and knowledge

In this role, you will be responsible for portfolio analysis, report production, cashflow analysis, and technical research. You will work closely with the financial planner, admin, and compliance teams to deliver high-quality results.



  • London, Greater London, United Kingdom Mason Blake Full time

    At Mason Blake, we are committed to delivering exceptional investment advice to our clients. As an Investment Portfolio Researcher, you will play a critical role in supporting our investment team.Your key responsibilities will include:Researching and analysing investment markets to identify opportunities and risks.Producing high-quality reports on client...


  • London, Greater London, United Kingdom Arlington Resource Management Ltd Full time

    Arlington 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...


  • London, Greater London, United Kingdom The International Society for Bayesian Analysis Full time

    Bayesian Analysis Specialist Job OpportunityThe International Society for Bayesian Analysis is looking for a highly skilled Bayesian Analysis Specialist to join our team. As a key member of our statistics department, you will play a critical role in advancing the field of Bayesian analysis.The successful candidate will have a strong background in statistical...

  • Portfolio Specialist

    4 weeks ago


    London, Greater London, United Kingdom Finatal Full time

    At Finatal, we are seeking a skilled Portfolio Specialist to join our team.Job DescriptionThe successful candidate will be responsible for managing extensive datasets relating to portfolio investments, including financial and market information. This involves analysing financial data to monitor the performance of portfolio companies, identifying areas for...


  • London, Greater London, United Kingdom Mason Blake Full time

    Job 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...


  • London, Greater London, United Kingdom Goldman Sachs Full time

    Company OverviewGoldman Sachs Asset Management is a leading global investment manager with over $2 trillion in assets under supervision. We provide innovative investment solutions to help clients meet their financial goals, working closely with specialists and groups from around the firm.Job DescriptionAs an Investment Portfolio Specialist, you will serve as...


  • London, Greater London, United Kingdom Altus Partners Full time

    Job Title: Portfolio Modelling SpecialistWe are seeking a skilled Business Modelling Professional to join our portfolio management team at Altus Partners, a leading US Real Estate Investment Management firm.The role will provide support for valuations and portfolio analysis, including portfolio analytics and asset level performance.Key...


  • London, Greater London, United Kingdom Hanover Full time

    HNW Portfolio Specialist Role OverviewAt Hanover, we are seeking an experienced HNW Portfolio Specialist to manage client relationships, support portfolio construction, and contribute to the investment process through equity research and market analysis.Key Responsibilities:Manage and deepen relationships with HNW and UHNW clientsContribute to the design and...

  • Portfolio Manager

    4 weeks ago


    London, Greater London, United Kingdom Miryco Consultants Ltd Full time

    Job DescriptionMiryco Consultants Ltd is seeking a skilled Portfolio Manager - Risk Analysis to join our team. The successful candidate will be responsible for analysing and managing risks associated with the firm's equity investment portfolios.The ideal candidate will have 5+ years of experience in risk analysis, ideally with a focus on equity investments....


  • London, Greater London, United Kingdom YH2 Capital Full time

    Unleash Your Potential as a Portfolio Specialist with YH2 Capital International and embark on a rewarding career journey.Our ApproachAt YH2 Capital International, we take a multidisciplinary approach to investing, focusing on long-term growth and strategic partnerships.Our concentration on identifying leading businesses enables us to deliver exceptional...


  • London, Greater London, United Kingdom Eames Consulting Full time

    Asset Portfolio SpecialistEames Consulting is seeking an Asset Portfolio Specialist to join its dynamic team in London.The successful candidate will have a strong academic background and 3-6 years of experience in asset management or portfolio analysis, with a focus on credit (NPL preferred) or real estate investments.This is a unique opportunity to work...


  • London, Greater London, United Kingdom Munich Re Full time

    As 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...


  • London, Greater London, United Kingdom Mason Blake Full time

    Investment Portfolio SpecialistWe are seeking an experienced Investment Portfolio Specialist to join our team at Mason Blake.Responsibilities:Managing and maintaining a portfolio of sustainable bond investmentsConducting thorough credit analyses of issuers and sectors to inform investment decisionsDeveloping and implementing effective investment strategies...


  • London, Greater London, United Kingdom Mason Blake Full time

    Job DetailsAt Mason Blake, we are seeking a skilled Financial Portfolio Specialist to join our team. The estimated salary for this position is £60,000 - £80,000 per annum.The successful candidate will be responsible for assisting the lead Portfolio Manager in implementing investment strategies and adapting decisions according to client objectives and...


  • London, Greater London, United Kingdom Mason Blake Full time

    Mason Blake is a reputable global asset manager seeking a skilled Portfolio Development Specialist to join their team.As a Senior Quantitative Equities Portfolio Manager, you will be responsible for developing and implementing strategies that raise awareness of the team's approach and products.Essential requirements include:10+ years of experience in...


  • London, Greater London, United Kingdom Aitopics Full time

    At Aitopics, we are seeking a highly skilled Data Analysis Specialist to join our Private Markets Group. This role is responsible for assisting in the execution and accuracy of Investment Reports and performance returns for private markets clients and internal consumption.The ideal candidate will have a strong background in finance, with 3-6 years of...


  • London, Greater London, United Kingdom Mason Blake Full time

    Job SummaryMason Blake is seeking a Credit Analysis Specialist to join their EMEA credit research team in London.About the RoleThis fixed-term contract will last 14 months and involves conducting fundamental credit research, creating financial models, and analyzing sector/industry trends for investment grade and high yield issuers in the European utility...


  • London, Greater London, United Kingdom ZipRecruiter Full time

    We are looking for a Financial Portfolio Specialist to join our team in London. In this role, you will conduct financial analysis and modelling to assess asset performance and forecast future outcomes. You will also support investment strategy by collaborating with senior team members on portfolio performance and strategic recommendations.The ideal candidate...


  • London, Greater London, United Kingdom Eames Consulting Full time

    Job OverviewA boutique alternative investment fund with a significant presence in London is seeking an Investment Portfolio Specialist to join its team.The firm operates from offices in Europe and the US, focusing on private credit strategies including distressed debt and real estate investments.The ideal candidate will have experience in asset management or...


  • London, Greater London, United Kingdom Mason Blake Full time

    Mason Blake is hiring a seasoned Equity Portfolio Analysis Professional to support our investment team in London.The ideal candidate will have a deep understanding of equity markets, portfolio management principles, and performance measurement techniques. They will be responsible for analyzing portfolio performance, identifying areas for improvement, and...