Portfolio Analyst
2 weeks ago
We are currently working with a rapidly growing financial advisory FinTech business who are seeking to recruit an ambitious Portfolio Analyst to join their dynamic team.
The role involves working closely Client Fund Managers and providing risk and performance-based insight and analytics, with the Product and Investment Solutions teams to support the development of new funds and portfolios, and with Sales and Distribution teamsto aid with client queries.
**Main Responsibilities**:
- Undertake project analysis to support new product initiatives
- Analyse model portfolios during pre-launch stage for liquidity risk analysis
- Design and develop analysis on portfolios for consultation with Fund managers and other analysts
- Be responsible for research aimed at market risk, improving the investment management process
- Participation in cross-departmental tasks with the wider investment risk team
- Work with the performance teams to link risk analysis with fund performance
**Experience required**:
- Demonstrable experience within a similar role and industry
- Exposure in an investment facing market risk role, or other quantitative finance roles
- CFA qualified or progress towards
- Experience on the buy-side in portfolio construction/asset management is desirable, but not essential.
- Outstanding financial modelling skills
- Experience working with Bloomberg, Thomson Reuters and other data providers is desirable, but not essential
This is a great opportunity to join a dynamic, rapidly growing organisation who can offer a first class, flexible working environment.
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