Portfolio Performance Analyst
2 weeks ago
Aquarius Specialist Recruitment is currently seeking a highly skilled Portfolio Analyst to join our team. This role requires strong analytical and communication skills, with the ability to work in a fast-paced environment.
Key Responsibilities:- Collaborate with Portfolio Managers to develop and implement investment strategies.
- Analyse and interpret financial data to inform investment decisions.
- Develop and maintain complex financial models to forecast portfolio performance.
- Provide timely and accurate reporting to stakeholders.
- Maintain relationships with clients and stakeholders to understand their needs and expectations.
- Numerically orientated degree (B. Bus.Sci / 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.
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