Equity Portfolio Analyst, Asset Management
Sitting with the Portfolio Analytics Group, the Equity Portfolio Analyst will provide detailed analysis for international Equity Desks to include attribution, portfolio constructing and ex-ante risk for the firms Equity Portfolios.
Our client, an impressive boutique asset manager hugely respected in the industry globally, has a rare and fantastic opportunity within their Portfolio Analytics team for an Equity Performance Analyst looking for the next step to Portfolio Analytics or for an accomplished Equity Portfolio Analyst to join the team.
Sitting with the Portfolio Analytics Group, the Equity Portfolio Analyst will provide detailed analysis for international Equity Desks to include attribution, portfolio constructing and ex-ante risk for the firms Equity Portfolios. In this role you will liaise extensively with multiple front office stake holders providing detailed analysis for senior internal clients in the investment teams, sales and marketing functions.
The Portfolio Analytics Group is also responsible for the production and dissemination of investment risk data for Risk Oversight Committees responsible for reviewing portfolio risk and performance. Candidates will have prior experience of producing and interpreting performance and analytical information to include asset and stock level attribution and the development of risk reporting.
With close links to front office, It is essential that candidates will demonstrate a genuine interest in understanding equity investment strategies/portfolios and will be dedicated to building & maintaining a deep knowledge across each strategy, its philosophy, process and holdings.
In addition, candidates will be passionate about process and system automation to drive forward changes in attribution methodology and systems requiring strong Excel and Access skills. There will be plenty opportunities to take ownership for leading tactical and strategic initiatives relating to Equity Analytics making this role extremely appealing.
Candidates will have a 2.1 degree within a finance or mathematical discipline and will have professional qualifications such as IMC and/or CFA level 1. It is essential candidates will demonstrate a genuine interest and are knowledgeable of Equity markets, instruments and strategies including derivatives demonstrating a broad view of investment strategies. In return, our client offers a collaborative working environment which encourages ideas as well as an exceptional total package.