Connecting to LinkedIn...

Senior Portfolio Analyst (Investment Analytics)

Information About This Job

Job Title: Senior Portfolio Analyst (Investment Analytics)
Contract Type: Permanent
Location: London
Salary: Competitive Salary
Contact Name: Adam Small
Contact Email:
Job Published: over 1 year ago

Job Description

The Role

With limited supervision, the Senior Portfolio Analyst is responsible for independently producing reporting and analysis of portfolio analytics and attribution for the broad range of products and will have a thorough understanding of the results of all analysis and information provided.  The Senior should have a thorough understanding of the performance and attribution results and be able to provide a detailed explanation of performance and the factors driving performance including product that hold exotic derivative instruments.  The Senior will also lead and/or be involved in projects intended to enhance the capabilities of the Global Performance Measurement and Risk teams.  The position will play a key role in the development of both current and next generation portfolio analysis solutions throughout the company and is expected to be a subject matter expert and leader for the Analytics team. 


Key Responsibilities

  • Responsible for the creation, interpretation, and analysis of performance attribution results for the firm's global products.

  • Responsible for the reporting and analysis of portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, growth/valuation metrics, etc.).

  • The position is also responsible for building a comprehensive understanding of the firm's calculation methodologies and investment portfolios.  

  • Develop a comprehensive understanding of the attribution and risk models used by the Global Performance Measurement and Risk group.

  • Implement best practices to ensure performance analytics and attribution platforms are generating high quality, accurate results.

  • Utilize quantitative tools to support ad-hoc and portfolio manager's requests.

  • Responsible for oversight and daily maintenance of the portfolio analytics and attribution systems. 

  • Assess the importance of any given request or problem, manage the flow of information surrounding the item, and ensure proper resolution

  • Responsible for leading projects designed to enhance the Analytics group's capabilities to support portfolio analysis for the broad range of products.  Also may lead, or be a part of, projects designed to enhance the analysis of other Global Performance Measurement and Risk teams.

  • Support the needs of the Performance Measurement & Risk Group as well as additional analytics and attribution stakeholders across the organization (Investments, Product Management, Marketing, etc.).

  • Support the design, development, and implementation of new and existing analytical tools to help monitor and explain performance and characteristics of portfolios.

  • Build an in-depth knowledge of the firm's products and business lines.

  • Communicating with internal and external clients across company business units to assess their analytical and attribution needs and utilize this feedback to create solutions.

  • Be a leader and mentor for other Analysts. 


Skills & Experience

  • A minimum of five to seven years of related experience in portfolio analysis, portfolio analytics, performance measurement, or equivalent is required.  Preferably in the buy-side asset management industry.

  • Prior experience working with fixed-income, equity and derivative instruments is required.

  • Strong technology skills including the knowledge of investment analytics/attribution applications (such as FactSet, Point, Eagle, StyleAdvisor, Barra, Bloomberg, etc.) are required.

  • Experience in working with Operations and/or Data Management groups within the Investments industry is preferred.

  • Knowledge of risk analysis is preferred.

  • Expertise in Microsoft applications including Excel, Access, and VBA is preferred.

  • Programming skills are a plus.


Key Competencies 

  • Communication, written and interpersonal

  • The ability to contribute in a team environment is critical

  • Project Management and leadership skills

  • Ability to conduct complex analysis and present data in a meaningful way

  • Strong analytical skills and detail orientation

  • Interpersonal skills necessary to interact effectively with a variety of individuals, departments, and countries is required

  • Open minded, flexible, and able to work in a fast-paced dynamic environment

  • Must have the ability to handle multiple tasks, prioritize work, meet deadlines and concentrate on detailed information


Qualifications & Certifications

  • Degree in Finance, Economics, Mathematics, or a related field.

  • CFA, CAIA, CIPM, or MBA is desirable.


Additional Information

  • Normal office environment with little exposure to noise, dust and temperatures.  

  • The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary.  

  • Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment.  

Share This Job

Similar Jobs

Published: 4 months ago
Published: 25 days ago
Published: about 1 month ago
Published: 2 months ago
Published: 3 months ago