Portfolio Analyst Job Opportunity
About this role:
* We are seeking a seasoned portfolio analyst to assist and report to the Portfolio Manager (PM). This role will concentrate on portfolio analytics, structuring, and implementation, as well as internal and external portfolio reporting.
About the responsibilities:
* Provision of analytical support to PM for investment product development and optimization.
* Creation and maintenance of financial models for investment products.
* Working closely with PM and wider stakeholders, produce and check technical data for investor reporting.
* Working closely with PM, Administrator, Valuation Services Provider and wider stakeholders, prepare data and models to value investment portfolios.
* Working closely with PM, Finance and Operations and wider inputs, to build tools and automate processes to create reliable, regular and accurate insights.
* Produce materials for investor presentations, pitches and due diligence processes.
Requirements
About you:
Technical Knowledge:
* University degree (or equivalent experience) in physical or actuarial sciences; mathematics or computer science.
* At least 3 years' experience in an analytics role.
* Highly numerate.
* Familiarity with RMS and AIR software and data architecture advantageous.
* Strong skills in Microsoft Office Excel.
* Proficiency in coding R.
Behavioural:
* Highly organized and detail oriented.
* Ability to work under tight deadlines.
* Strong interpersonal skills and presentation skills; the ability to manage a broad spectrum of stakeholders, internal and external.
* Proven track record of taking initiative.
* Continuous self-improvement and learning.
This is a unique opportunity for someone who is highly motivated and driven to take their career to the next level. If you have the necessary skills and qualifications, please apply.