Investment Analytics Expert

1 day ago


Leeds, Leeds, United Kingdom Blue Octopus Full time

Blue Octopus is looking for a skilled Investment Analytics Expert to join its team. In this role, you will be responsible for extracting, analyzing, and maintaining data for a range of identified purposes, use cases, and end users. You will also be involved in producing accurate and timely portfolio risk and responsible investment reports, monitoring key risk metrics, and providing oversight of data accessibility, quality, and integrity.

The estimated salary for this position is £55,000 - £70,000 per annum, depending on experience. Located in the heart of Leeds city centre, Blue Octopus offers a range of benefits, including Vitality Health Insurance, Employee Assistance Programme, and a generous holiday allowance.

About the Role

In this role, you will be working with large data sets, manipulating and cleansing data, and utilizing Microsoft Excel to drive business growth. You will be responsible for producing accurate and timely portfolio risk and responsible investment reports, monitoring key risk metrics, and providing oversight of data accessibility, quality, and integrity.

Key Responsibilities
  • Producing accurate and timely portfolio risk and responsible investment reports across various asset classes on a weekly, monthly, and quarterly basis.
  • Maintaining quantitative portfolio measures, including responsible investment screens, to provide Portfolio Managers and Executive Committees with relevant investment information.
  • Monitoring key risk metrics, such as concentration, liquidity, stress test, and scenario analysis, risk, and performance attribution.
Requirements

To succeed in this role, you will need:

  • A degree in finance or a related field.
  • A suitable investment management qualification or a willingness to work towards it.
  • Aptitude for learning and a commitment to continuing professional development.
  • Excellent analytical and problem-solving skills.
  • Proficiency in Microsoft Excel and other relevant software applications.

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