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Portfolio Analyst

2 months ago

London, Greater London, United Kingdom undisclosed Full time
About the Role

We are seeking a highly skilled Portfolio Analyst to join our growing team in London. As a Portfolio Analyst, you will play a key role in assisting in the preparation of periodic client portfolio reports, conducting financial planning analysis, and suggesting investment actions to align client portfolios with their objectives.

Key Responsibilities
  • Assist in the preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail.
  • Conduct financial planning analysis for client portfolios and suggest investment actions that will best align the client's portfolio with its objectives.
  • Produce analyses for multi-asset class client portfolios, covering key exposures, including market betas, liquidity, currency, and geography.
Requirements
  • Strong academic background
  • 1-5 years' experience in a role that includes financial modelling
  • Exposure to Wealth Management, e.g., financial planning for private clients is advantageous but not essential
  • Strong understanding (or interest in) of the private banking and asset management market
  • Excellent communication skills essential
  • Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
  • Independent thinker
  • Understanding of portfolio construction and asset allocation
  • No ego
  • Applied knowledge of financial theories and investment solutions
About Our Client

Our client is a growing FinTech firm in London that delivers institutional solutions to highly sophisticated private investors. They are looking for well-rounded individuals who combine strong technical skillsets with a genuine entrepreneurial drive and desire.