Portfolio Analyst - Newlands
REPORTS TO Head of Portfolio Analytics, Implementation. Job objective This function will be responsible for performance, risk, portfolio construction & modelling and implementation. Responsibilities Work in collaboration with Portfolio Managers to offer meaningful analysis and support to successfully manage a suite of portfolios, including assisting in portfolio construction and ensuring accurate execution of instructions. Develop an understanding of market dynamics, portfolio construction, and investment management. Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers' instructions are executed accurately and in a timely manner. Alongside the Portfolio Managers and Investment Research Teams, analyse and monitor exposures and risks on an ongoing basis. Provide portfolio analytics services, including interpreting and analysing report results, conducting data interrogation, and generating client reports. Maintain accurate and up-to-date portfolios on internal systems. Retrieve, validate, reconcile, and analyse data for reporting purposes. Produce required collateral for portfolio review meetings and communicate with stakeholders regarding portfolio queries. Develop an understanding of the market risks and tools. Actively engage with portfolio managers and senior management to identify, manage, and mitigate factors influencing risk and performance. Augment/enhance the production of various investment risk and performance reporting measures internally and externally. Continuously evaluate and enhance investment risk and performance functions and systems. Assist with GIPS preparation and composite reporting process. Respond to ad hoc quantitative/risk-return queries and analyses. Collaborate with key stakeholders and provide ad hoc analyses, suggestions, and support. Contribute to process improvement and automation. Knowledge/Skills/Competencies/Education Numerically orientated degree (BBusSci / BCom Actuarial, Quantitative Management) / (BSc (Mathematics, Statistics). FRM, CQF, CIPM or CFA (or studying towards) a distinct advantage. Excellent understanding of financial instruments and markets Passion and love for financial markets Accuracy and superb attention to detail Strong MS Excel and data analysis Excellent client service skills Highly analytical Effective communication skills. Takes ownership of assigned tasks. Ability to organise and prioritise workload. Ability to produce accurate and timely work. Proactive team player. Ability to build relationships. Actively seeks to enhance own expertise and knowledge. Demonstrates drive and commitment to self-development. Alignment to company values. This position will be filled in line with the company’s EE policy.
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