Graduate Investment Analyst

4 weeks ago

Reading, United Kingdom Dynamic Planner Full time

Role Purpose:

• The main purpose of the role is to support the Quarterly Review Process associated with the Risk Profiling service and support the Risk Manager in completing reviews.

• The Analyst will be responsible for a set of Asset Management houses -monitoring the risk of the solutions profiled using in-house tools as well as providing ad-hoc support to clients and their queries.

• Development of tools and analyses to enrich risk analytics and provide insight into portfolio/market risk.

• Produce ad-hoc research and analysis pertaining to market topics and risk measurement methodology. Key

Responsibilities:

• To analyse quarterly information provided by the asset management clients and co-ordinate the delivery of their reporting requirements in a timely manner.

• To analyse holdings data supplied by Asset management clients for their solutions to assess and report on investment, credit and liquidity risk for the solutions.

• To report on the observed risk characteristics of solutions and write reports and communicate findings with clients in conjunction with Investment Risk Manager.

• To be involved with on-going research requirements as directed by the DT Investment Committee.

• Contribute to process development intended to improve efficiency of the risk profiling process. KPIs and

Measures:

• All Fund Risk Profiling updates are accurate and communicated within agreed timelines.

• All external material and reports are produced to a very high degree of accuracy & quality.

• Feedback from within the team, clients, and the ability to support and work productively in team environment.

Key Deliverables:

• To support the request of fund data from our external asset manager clients on a quarterly basis.

• To disseminate changes for any fund related risk profile changes across internal Dynamic Planner stakeholders and clients.

• To support the creation and delivery regular reports and provide second line quality control.

• To support the development set up and ongoing population of an internal funds database.

Stakeholders:

• ARM management team and analysts

• Dynamic Planner product and data management teams

• External asset manager clients (product specialists & marketers)

Desired skills / Competencies:

• Knowledge of Excel and Databases (including SQL)

• Some coding experience, either in or with an interest in learning Python.

• Very High levels of numeracy and excellent written/oral communications skills

• Good Word and PowerPoint skills

• A keen interest in the financial markets and a desire to make a career in this field.

• Team player with good interpersonal skills

• A desire to sit further qualification, if not already attained.

Knowledge Competencies:

• Must have a strong ability to communicate complex concepts.

Professional Qualifications: • Undergraduate/ Post graduate Degree educated in a highly numerate subject such Mathematics, Natural Sciences, Statistics, Computer Science

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