Investment Analyst Retail Portfolio Solutions

**Introduction**
- Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- Play a key role in supporting the investment decision-making process through market and economic research, quantitative and qualitative analysis, as well as interpretation of asset classes, investment vehicles and financial instruments. The analyst will also contribute to client portfolio analysis in portfolio construction and monitoring, helping to ensure alignment with investment objectives, risk parameters, and market conditions.

**Requirements**:

- Investments related degree (Investments Management, Finance etc.).
- Multi Asset Management experience.
- Post graduate qualification (preferred).
- 3-6 years investment / research analysis experience.
- Experience with Portfolio Management systems will be an advantage, including MSCI Barra Portfolio Manager and Performance Analys
- Stakeholder management, analytical and influencing skills.

**Duties & Responsibilities**

**Provide investment research and analysis to support the investment process**
- Keep abreast of the external environment in which the segment operates in.
- Complete competitor analysis to assess the strengths and weaknesses of current and potential competitors.
- Analyse investment portfolios and financial instruments based on the outcomes and requirements of the mandate and business requirements.
- Provide research, analysis, and insight to recommend approaches on the construction and management of portfolios.
- Using ongoing research, make recommendations regarding the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied.
- Create awareness of the Outcomes based Investments (OBI) philosophy across the Momentum Group to foster greater understanding and buy-in to the philosophy.
- Ensure that the portfolio management and risk management processes are applied.
- Foster effective working relationships and collaborate within the CoE segments and external stakeholders in order to identify opportunities for investments.
- Monitor measure, attribute, and report on the performance of solutions to ensure the product is managed relative to the outcome defined.

**Participate and contribute to manager research initiatives and projects, with a view to improve portfolio delivery and risk management.**
- Assist with the analysis and explanation of performance variances.
- Ensure asset allocation views are implemented and aligned according to the OBI view.
- Build broad base financial models to support business decision making and determine potential financial consequences of investment decisions.
- Identify and develop independent research techniques to enhance research output.
- Assist portfolio managers in the production of performance presentations and client feedback sessions.
- Assist and support the broader team KPIs and operational objectives.

**Adopt client centricity within area of responsibility (Client Services)**:

- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client services.
- Deliver on agreed deliverables made with clients and stakeholders in order to ensure that client expectations are managed.
- Build and maintain relationships with clients and internal stakeholders.

**Self-management and teamwork (People)**:

- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development and willingness to pursue investment
- and/or industry related qualifications.

**Contribute to financial controls and planning (Finance)**:

- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum

**Competencies**
- Strategic thinking
- Collaboration
- Client/ Stakeholder Commitment
- Impact and Influence