Portfolio Analyst Professional
5 days ago
As a Portfolio Analyst, you will play a crucial role in supporting the Head of Portfolio Analytics and Implementation. This position requires strong quantitative skills in performance and risk analysis, coupled with excellent intellect to handle various tasks related to implementation and trading.
Key Responsibilities:
- Collaborate with Portfolio Managers to provide insightful analysis and support for effective portfolio management and timely updates on relevant systems.
- Translate Portfolio Managers' model portfolio decisions into fund-specific trading instructions across multiple portfolios within GIPS composites, ensuring accurate execution of instructions.
- Develop an understanding of market dynamics, portfolio construction, and investment management principles.
- Analyse and monitor exposures and risks alongside the Portfolio Managers and Investment Research Teams on an ongoing basis.
- Provide comprehensive portfolio analytics services, including interpreting report results, conducting data interrogation, and generating client reports.
- Produce timely and accurate client and consultant reports, meeting all SLAs and time-sensitive reporting requirements.
- Maintain and analyse data on internal systems for regular and ad-hoc reporting purposes, ensuring accuracy and timeliness.
- Support portfolio review meetings and communicate with stakeholders regarding portfolio queries.
- Enhance your knowledge of market risks and tools.
- Engage actively 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.
- Support the preparation of GIPS reports 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 initiatives.
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