Director of Portfolio Optimization

7 days ago

London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full time

About the Company

Evelyn Partners Fund Solutions Limited is a leading provider of investment risk analytics solutions, serving clients across the UK and beyond.

Job Description

The Director of Portfolio Optimization will lead our investment risk analytics function, working closely with the Fund Operations team, Investment Oversight team, and governance committees to ensure effective provision of fund risk analytics and private client portfolio risk analytics.

Key Responsibilities

  • Fund risk analytics subject matter expert and owner, including market risk, liquidity, scenarios, and performance analysis metrics sourced from third-party vendors.
  • Private Client portfolio risk analytics subject matter expert, including exposures, market risk, scenarios sourced from third-party vendors.
  • Responsibility for identifying and recommending changes to risk analytics required in response to evolving best practice and regulation.
  • Working with the Fund Operations team to drive implementation of any required changes.
  • Working with the Investment Oversight team and governance committees to propose any required changes.
  • Provision of portfolio construction advice and support to Fund Managers.
  • Production and presentation of periodic product reviews with investment opinion to internal committees.
  • Supporting the recommendation of investment limits and thresholds to internal governance bodies.
  • Ad hoc projects and analyses.

Requirements

  • Relevant experience in an analytical, quantitative, risk management or equivalent role.
  • Experience of multi-asset class investments and financial markets in asset management, wealth management, consulting or equivalent roles.
  • Knowledge of risk decompositions, risk sensitivities, scenarios, and risk limits.
  • Experience of third-party portfolio analytics systems (Bloomberg, Aladdin, Morningstar etc) would be helpful.
  • Experience of SQL, Python, VBA etc would be helpful but not essential.
  • Excellent attention to detail.
  • Strong analytical and problem-solving skills.
  • Strong written and face-to-face communications skills with the ability to influence.

Estimated Salary

£80,000 - £120,000 per annum, depending on experience.

  • Director of Portfolio Optimization and Growth

    3 weeks ago

    London, Greater London, United Kingdom ENGINEERINGUK Full time

    As a Director-level investment professional, you will play a pivotal role in driving the growth and optimization of our £9bn AUM portfolio. You will be responsible for overseeing strategic relationships with joint venture partners, managing agents, and third-party service providers. Your expertise will be essential in delivering investment objectives,...

  • Director of Portfolio Optimization

    2 weeks ago

    London, Greater London, United Kingdom PlayStation Global Full time

    Job Summary: We are seeking an Executive Leader in Business Intelligence to join our team at PlayStation Global. The successful candidate will be responsible for developing and implementing business strategies that drive growth and profitability.">Key Responsibilities:">">Develop and implement financial strategies to drive business growth and profitability;...

  • Retail Portfolio Optimizer

    3 weeks ago

    London, Greater London, United Kingdom Svims Full time

    Job Title: Retail Portfolio OptimizerWe are looking for a highly skilled Retail Portfolio Optimizer to join our team at Svims. The ideal candidate will have a strong background in retail portfolio management and optimization.About the Role:The Retail Portfolio Optimizer will be responsible for working closely with Investor Relations and operations to develop...

  • Portfolio Optimization Expert

    2 weeks ago

    London, Greater London, United Kingdom Ki Insurance Full time

    About Ki InsuranceWe are a leading global insurance technology company that specializes in innovative solutions for complex risks.Job DescriptionWe are seeking a highly skilled Senior Portfolio Analyst to join our team as part of our Portfolio Management Strategy. In this role, you will play a critical role in building and executing data-driven decisions to...

  • Chief Portfolio Director

    3 weeks ago

    London, Greater London, United Kingdom COREcruitment Ltd Full time

    About COREcruitment LtdAt COREcruitment Ltd, we are committed to delivering exceptional results-driven leadership that drives our hospitality portfolio forward. As a strategic business partner, you will play a critical role in optimizing business performance, ensuring profitable operations, and upholding the highest standards of integrity.About the RoleWe...

  • Director of Financial Planning and Optimization

    2 weeks ago

    London, Greater London, United Kingdom Sony Playstation Full time

    Job DescriptionWe are seeking a highly skilled Director of Financial Planning and Optimization to join our team at Sony PlayStation. The ideal candidate will have a strong background in finance, strategy, and business intelligence, with experience in gaming industry or related field.About the RoleThe successful candidate will be responsible for value...

  • Director of Asset Optimization

    2 weeks ago

    London, Greater London, United Kingdom New Start Full time

    About the RoleNew Start is an innovative organization that has laid a strong foundation through strategic decisions and commitments. We are now seeking a Director of Asset Optimization to help bring these plans to life by delivering high-impact projects and leveraging our assets to support community needs.Key ResponsibilitiesOversee a significant property...

  • Asset Portfolio Director

    4 days ago

    London, Greater London, United Kingdom Richard James Recruitment Specialists Ltd Full time

    Job Summary:Richard James Recruitment Specialists Ltd is seeking an experienced Asset Portfolio Director to join our team. As a key member of our senior management team, you will be responsible for overseeing the strategic direction and development of our client's asset portfolio across Europe.About the Role:The ideal candidate will have a strong background...

  • Portfolio Director

    2 weeks ago

    London, Greater London, United Kingdom Durlston Partners Full time

    We are seeking a seasoned Portfolio Director to lead our Fixed Income team at Durlston Partners. As a key member of our investment team, you will be responsible for developing and executing a Fixed Income strategy that delivers strong returns while managing risk.Your primary focus will be on designing and implementing a robust portfolio management process...

  • Portfolio Optimization Executive

    2 weeks ago

    London, Greater London, United Kingdom Mapletree Full time

    About the Role:We are seeking a highly experienced Asset Management Executive to join our team at Mapletree. This is a key leadership role that will be responsible for developing and executing asset management strategies to optimize the value of our real estate portfolio.The successful candidate will have a deep understanding of local markets and a proven...

  • Portfolio Optimization Specialist

    2 weeks ago

    London, Greater London, United Kingdom ENGINEERINGUK Full time

    ENGINEERINGUK is redefining the boundaries of ambition by creating places that are responsible and bringing transformative impact to our people, communities, and societies across the globe.The Portfolio Optimization Specialist role within our asset and portfolio performance team offers a unique opportunity to join our expanding advisory services centre of...

  • Property Portfolio Director

    2 weeks ago

    London, Greater London, United Kingdom S Knights Full time

    **Company Overview**S Knights is a leading property management company seeking an experienced Property Portfolio Director to oversee our extensive portfolio of properties. **Salary**We offer a competitive salary in the range of £60,000 - £80,000 per annum, depending on experience. **Job Description**The successful candidate will lead the day-to-day...

  • Futures Portfolio Optimization Expert

    2 weeks ago

    London, Greater London, United Kingdom Algo Capital Group Full time

    We are searching for a Futures Portfolio Optimization Expert to work at Algo Capital Group. Your task will be to generate alpha, research, and develop new signals/trade ideas, as well as manage portfolio construction and risk.About the role:Generating alpha through futures tradingDeveloping and maintaining efficient portfolio construction strategiesYou...

  • Asset Management Director

    2 weeks ago

    London, Greater London, United Kingdom eFinancialCareers Full time

    Discover a challenging career opportunity with eFinancialCareers as we seek an experienced Asset Management Director to join our client's leading asset management business.About the RoleThe successful candidate will be responsible for developing and executing comprehensive asset management strategies to maximize the financial performance of the real estate...

  • Estate Portfolio Director

    3 weeks ago

    London, Greater London, United Kingdom Balfours LLP Full time

    Company OverviewBalfours LLP is a leading rural estate management company seeking an experienced Estate Portfolio Director to lead the growth and development of our diversified rural portfolio.SalaryThe salary for this role is estimated to be around £80,000 - £110,000 per annum, depending on experience.Job DescriptionWe are looking for a highly skilled and...

  • Strategic Portfolio Optimization Lead

    3 weeks ago

    London, Greater London, United Kingdom SEI Investments (Europe) Ltd. Full time

    About the RoleWe are seeking an experienced Strategic Portfolio Optimization Lead to join our UK office in London/Shoreditch.Job DescriptionKey Responsibilities:Develop and implement business analysis strategies primarily in operations/trading space, with opportunities to impact other key Solutions team areas.Collaborate with US-based development teams,...

  • Insurance Portfolio Optimization Specialist

    3 weeks ago

    London, Greater London, United Kingdom Ki Insurance Full time

    Ki Insurance: A Leader in InnovationWe're not just another insurance company – we're pioneers in the industry, constantly pushing boundaries and taking on new challenges. Join our dynamic team as a Senior Portfolio Analyst and contribute to our success!About the RoleThis is a fantastic opportunity to work on building our Portfolio Management Strategy and...

  • Risk Management Professional

    2 weeks ago

    London, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    About the RoleThis is a challenging opportunity to join a top-tier Lloyds Syndicate as a Risk Management Professional, focusing on portfolio optimization and partner relations. The ideal candidate will have strong analytical skills and experience working in agile environments.Lloyds/London Market experience is essential for success in this role, which...

  • Project Manager

    3 weeks ago

    London, Greater London, United Kingdom Alstom Full time

    About the RoleWe are seeking a seasoned Commercial Manager to lead project portfolio optimization efforts in our South West & Ireland (SW&I) division. As a key member of our team, you will be responsible for managing large-scale projects and providing strategic commercial guidance to optimize margin and minimize risk.Key ResponsibilitiesManage client payment...

  • Optimizing Portfolio Performance Leader

    3 weeks ago

    London, Greater London, United Kingdom Algo Capital Group Full time

    Job OverviewWe are seeking an experienced Options Trading Strategist to join our team at Algo Capital Group.About the RoleThis is a high-profile position that requires expertise in designing and implementing options trading strategies to optimize portfolio performance, manage risk, and achieve desired risk-adjusted returns.Key ResponsibilitiesDevelop and...