Portfolio Management Associate

3 weeks ago


London, UK, United Kingdom Randstad Financial & Professional Full time

Duties and Responsibilities
You will:
 Provide input and analysis to various client & capital initiatives across EMEA, including but
not limited to: Deal Approval Committee, Account Planning, Sector & Country reviews, floor
and target rate setting, Non-Core portfolio reviews.
 Work with Front Office (FO) to produce Client Plans and profitability models to be used in the
deal approval committee.
 Be a Subject Matter Expert in client and deal profitability modelling, pre-screening client
plans, advising FO and providing recommendations to aid decision making.
 Conduct analysis of client and portfolio profitability, providing insights and recommendations
to the wider CPM team and FO.
 Compile and distribute deal approval minutes. Record, monitor and track action points and
report the outcome to Senior Management.
 Work with the CPM Client Analytics team and FO to design, develop and produce client and
portfolio dashboards.

Qualifications, Skills and Experience
 3 years of experience in banking
 Relevant technical degree-level education with a preference toward accounting / financial and
/ or mathematical disciplines.
 Strong numerical and financial skills with the ability to interpret financial information, and
design and use financial models.
 Knowledge of banking products, financial markets, regulatory requirements
 Strong communication skills, including drafting of procedures, presentation materials, and
other necessary documents.
 Advanced excel skills with the ability to efficiently manipulate data.
 Strong team player, confident self-starter with excellent communication skills

 NOT from buy-side or investment management

 MUST be from a CIB background

Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003



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