Portfolio Associate
2 days ago
A leading Asset Managers based in Central London is seeking to recruit a Portfolio Associate to working within the Private Investment Office function.
**The role**:
- The Portfolio Associate will provide support to portfolio managers and assistant portfolio managers in the management and servicing of client portfolios in line with their risk profiles and investment mandates, as well as providing reporting and dashboardsfor client meetings.
- Preparation of summary analysis for client meetings.
- Performance analytics preparation for Trustees.
- Production and analysis of client data for MI purposes.
- Index and Fund performance collection and analysis.
- Monthly/Quarterly production and distribution of portfolio valuations.
- Input FX and forward trades into MOXY/APX and spread sheets for custodians
**Requirements**:
- 1+ years' experience in wealth/investment management/banking or general financial services.
- Degree in finance, Business, mathematics preferred.
- Basic knowledge of portfolio management techniques/rebalancing portfolios, performance reporting and contribution/attribution analysis and monitoring of portfolio exposures in line portfolio risk exposures.
- IMC working towards
**On Offer**:
- Generous basic salary in region of £40-£45000
- Excellent company benefits and study support plus good bonus
- Genuine opportunities to progress - the company pride themselves on promoting from within
- Flexible working - up to 2 days from home per week
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