Portfolio Analyst (Asset Management)

7 days left

Recruiter
Jigsaw Search
Location
London, United Kingdom
Salary
circa 60k-80k
Posted
11 Nov 2021
Closes
11 Dec 2021
Ref
12663347
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities and duties of the role:
  • Qualitative analysis of portfolios
  • Ensure portfolios are managed in-line with mandates
  • Provide comprehensive and detailed portfolio analysis
  • Read and provide attribution reports
  • Maintain investment risk models
  • Ensure correct investment governance across the portfolios
  • Prepare information packs and deliver at meetings
  • Process reviews of funds
  • Risk analysis and key driver analysis of the portfolios
  • Help to improve investment process
  • Write fund and market commentary to a high standard
  • Asset allocation
  • Mandate monitoring and reporting
  • Sector research and analysis

Candidate requirements:
  • Experience of the above
  • Asset Management experience
  • Equity fund knowledge
  • Strong writing skills
  • Understanding of risk models
  • Understanding of modern portfolio theory
  • Good analytical skills
  • Ideally CFA or part qualified
  • Python, VBA and SQL are an additional advantage

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