Client Portfolio Analytics

3 days ago

London, UK, United Kingdom Goodman Masson Full time

This role involves creating tailored client materials, including reporting, macroeconomic exhibits, and portfolio analytics. The successful candidate will collaborate across multiple teams-Portfolio Analytics, Client Service, Portfolio Management, Marketing, RFP, and Legal-to contribute to strategic marketing initiatives and gain exposure to projects across various asset classes and sales distribution channels.



Key Responsibilities:

  • Develop in-depth understanding of global fixed income strategies to produce client reports and portfolio review presentations.
  • Run performance attribution reports and conduct ad-hoc analysis on key drivers of portfolio performance.
  • Assist with the global client analytics reporting process, ensuring compliance with investment management agreements (IMAs).
  • Serve as the main contact for portfolio data and statistics, ensuring accurate and timely responses.
  • Enhance key reporting tools, working with IT to improve the quality of client-facing deliverables.
  • Participate in firm-wide strategic client service initiatives and contribute to efficiency-focused projects.
  • Communicate effectively with investment strategy experts, incorporating feedback from investment, sales, and legal teams.
  • Develop and maintain Python scripts to automate data analysis and improve workflow efficiency.


Qualifications:

  • Proficient in using Python for workflow automation.
  • Advanced skills in Excel and PowerPoint are essential.
  • A Bachelor's degree in Finance, Business, Science, or Mathematics is preferred.
  • 4+ years of post-graduate experience in asset management is advantageous.
  • Strong understanding of financial markets, fixed income, investment strategies, and performance attribution analysis.
  • Experience in creating complex, formula-driven spreadsheets, pivot tables, and macros.
  • Strong analytical skills, with the ability to interpret statistics and fixed income market data.
  • Experience building presentations with data-driven slides, including graphics.
  • Motivated team player, with a proactive, self-starting approach and a strong attention to detail.
  • Excellent organizational skills and ability to prioritize tasks in a fast-paced, deadline-driven environment.

This is an exciting opportunity to contribute to a global team while gaining significant exposure to the investment management industry.

. This role involves creating tailored client materials, including reporting, macroeconomic exhibits, and portfolio analytics. The successful candidate will collaborate across multiple teams-Portfolio Analytics, Client Service, Portfolio Management, Marketing, RFP, and Legal.



Key Responsibilities:

  • Develop in-depth understanding of global fixed income strategies to produce client reports and portfolio review presentations.
  • Run performance attribution reports and conduct ad-hoc analysis on key drivers of portfolio performance.
  • Assist with the global client analytics reporting process, ensuring compliance with investment management agreements (IMAs).
  • Serve as the main contact for portfolio data and statistics, ensuring accurate and timely responses.
  • Enhance key reporting tools, working with IT to improve the quality of client-facing deliverables.
  • Participate in firm-wide strategic client service initiatives and contribute to efficiency-focused projects.
  • Communicate effectively with investment strategy experts, incorporating feedback from investment, sales, and legal teams.
  • Develop and maintain Python scripts to automate data analysis and improve workflow efficiency.


Qualifications:

  • Proficient in using Python for workflow automation.
  • Advanced skills in Excel and PowerPoint are essential.
  • A Bachelor's degree in Finance, Business, Science, or Mathematics is preferred.
  • 3+ years of post-graduate experience in asset management is advantageous.
  • Strong understanding of financial markets, fixed income, investment strategies, and performance attribution analysis.
  • Experience in creating complex, formula-driven spreadsheets, pivot tables, and macros.
  • Strong analytical skills, with the ability to interpret statistics and fixed income market data.
  • Experience building presentations with data-driven slides, including graphics.
  • Motivated team player, with a proactive, self-starting approach and a strong attention to detail.
  • Excellent organisational skills and ability to prioritise tasks in a fast-paced, deadline-driven environment.

This is an exciting opportunity to contribute to a global team while gaining significant exposure to the investment management industry.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.

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