Portfolio Analyst

Universities Superannuation Scheme Limited
London, United Kingdom
Competitive plus Bonus/Benefits
03 Aug 2022
24 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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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