Portfolio Analyst

Key Responsibilities

Support the Strategy Delivery team in the ongoing delivery of the DB and DC asset allocation solution

Supports, manages and advances the scheme Portfolio Management Software (Jacobi) and assists in its ongoing development.

Support for the asset allocation process for both the DB and DC sections of the scheme; liaison with other teams, including operations and control functions

Supports rebalancing/transition programmes across DB and DC with individual dealing/operation desks as appropriate.

Alongside the wider ISA function, assists in the development of existing and new initiatives to evolve the asset allocation process across the entire portfolio

Supports the development of a robust Mifid-compliant process is in place for the ongoing management of target exposures and investment instructions submitted to the dealing team

Developing and documenting policies and procedures for the Strategy Delivery function within ISA, linking with Compliance, Dealing and Operations.
Provides periodic reporting on Strategy Delivery activities to team meetings and USSIM/USS committees as when required

Technical Competencies, Skills and Experience

Strong coding skills, with a focus on advanced Python coding.
Excellent analytical skills - able to pick up new and challenging concepts and able to provide clear solutions
Intellectual curiosity - willingness and ability to investigate and develop new ideas and investment strategies

Ability to deliver high quality work under constrained timelines
Attention to detail with the ability to identify and solve modelling issues prior to wider communication.
Strong writing skills; including formalisation and documentation of technical investment processes
Competent at prioritisation, process organisation, and management of multiple workstreams
Strong compliance culture and high personal ethics
CFA qualified or equivalent professional qualification preferable

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