Senior Portfolio Associate (DAA)

Role Responsibilities

• Identify and research exploitable market inefficiencies and investment opportunities

• Provide input to multi-asset portfolio construction and support ongoing portfolio management

• Develop a monitoring dashboard of quantitative and qualitative economic, financial, or monetary databases

• Design and produce daily reporting summaries on positioning, performance and risk

• Manage the team infrastructure requirements (i.e. data, models, tools, dashboards etc.) and maintain team documentation (policies, procedures etc.), adhering to "best in class" processes (i.e. model risk management)

• Develop and maintain close relationships with key internal stakeholders

SM&CR

• Ensuring that they continue to meet the FCA's requirements around Fitness & Propriety.

Technical Competencies, Skills and Experience

Key Competencies:

• Relevant academic qualification (BSc/MSc), i.e. business/finance/economics or quantitative subject
• Proficient at Excel and PowerPoint, in particular graphical presentation skills
• Programming skills (e.g. Python, VBA) would be desirable
• Good analytical skills
• Strong communication skills (written and oral)
• Attention to detail
• Proactive, enthusiastic and committed team player
• Strong compliance culture and high personal ethical standards

General Skills and Experience:

• Relevant risk analysis and risk management expertise including the uses of derivatives
• Portfolio management experience, preferably in multi-asset context

Behavioural Competencies

• Client focus - Develops a deep understanding of the need and ensures service excellence
• Professional integrity - A key player in building a professional culture
• Team working & collaboration - Builds cross functional relationships and synergies
• Strategic thinking - Thinks strategically with deep and broad understanding of context/ focuses medium term
• Change & innovation -- Creates and tests out new ideas and improvements for the pension fund
• Applying knowledge & experience - Actively drives own development to grow within profession, beyond immediate role
• Analysing & problem solving - Takes systematic approach to resolving major/ highly complex/ long term problems

Key Relationships

• ISA Team
• Investment Product Management (IPM)
• Performance and Investment Risk (PAIR)
• Fixed Income, Treasury and Trading (FITT)
• Equities
• Investment Operations team

Other Relevant Information

Employer commitment :

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We recognise the diverse lifestyles and priorities of our employees and have reflected this in in the company's Flexible Working Framework, which, wherever possible, supports employees to find a balance that works for them whilst ensuring we always put our members' interests first.

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