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- Tasks: Join the Portfolio Analytics team to enhance investment decision-making through critical analytics.
- Company: Evelyn Partners manages over £60bn in investment portfolios, focusing on innovation and improvement.
- Benefits: Enjoy competitive salary, hybrid work, private medical insurance, and generous holiday packages.
- Why this job: Be part of a collaborative environment that values diverse perspectives and supports your growth.
- Qualifications: Degree in Finance or related field; analytical skills and experience with portfolio analytics systems preferred.
- Other info: Access to professional training and a commitment to diversity and inclusion.
The predicted salary is between 43200 - 72000 £ per year.
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Evelyn Partners manages over £60bn of institutional and private client investment portfolios. These portfolios are supported by several third-party analytics vendors including Morningstar, Bloomberg, FactSet etc. As part of ongoing process improvement, Evelyn Partners is looking to enhance the access to and delivery of critical portfolio analytics for decision-makers. These analytics include exposure, performance, risk and related data sets. The Associate Portfolio Analyst’s purpose is to improve investment decision-making through the provision of better information.
What you will be doing
Working within the newly created Portfolio Analytics team, the Associate, Portfolio Analytics will support the Director, Portfolio Analytics in setting up and being responsible for the BAU production of portfolio analytics in conjunction with other teams. The role will interface directly with investment decision-makers and related teams to identify and interpret the key investment drivers. The role will also support the project work to create more streamlined and automated workflows. Close collaboration with other teams including central investment teams, strategy and risk teams will be essential. There is opportunity for ad-hoc analytical work using the third-party systems.
Key Responsibilities
- Generate portfolio analytics reports for central investment propositions from internal and external systems
- Ensure analytics content describes multiple perspectives on portfolio exposure, performance and risk
- Provide interpretation and narrative on the key drivers of investment outcomes
- Work closely with Investment decision makers to explore and understand these key drivers
- Support portfolio construction as needed
- Support generation of client facing materials as needed
- Ad hoc project work and analysis as needed
- Assist with designing workflows and specifying data analytics to be sourced from third party analytics vendors.
- Assist with process controls and quality assurance over the above.
What we’re looking for
- Degree in Finance Related and / or quantitative subject.
- CFA / FRM / CIPM helpful but not required
- Excellent attention to detail
- Good analytical skills
- Good written and face-to-face communications skills
- Able to work well autonomously as well as part of a team
- Experience of third-party portfolio analytics systems (Morningstar, Bloomberg, Factset etc) would be helpful.
- Experience of running and improving BAU processes for portfolio analytics would be helpful.
- Knowledge of investments and investment strategies is important
- Experience in an asset management, wealth management or consulting role would be helpful
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.
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Associate Portfolio Analytics, London employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Portfolio Analytics, London
✨Tip Number 1
Familiarize yourself with the key third-party analytics systems mentioned in the job description, such as Morningstar, Bloomberg, and FactSet. Having hands-on experience or even just a solid understanding of how these platforms work will give you an edge during discussions with the hiring team.
✨Tip Number 2
Network with professionals in the asset management and wealth management sectors. Engaging with individuals who are already in similar roles can provide you with insights into the industry and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to share specific examples of how you've improved processes or contributed to decision-making through data analysis, as this aligns closely with the responsibilities of the Associate Portfolio Analyst role.
✨Tip Number 4
Showcase your ability to work collaboratively by highlighting any past experiences where you successfully partnered with different teams. This role emphasizes close collaboration, so demonstrating your teamwork skills will be crucial in making a strong impression.
We think you need these skills to ace Associate Portfolio Analytics, London
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Associate Portfolio Analytics position. Understand the key responsibilities and required skills, especially the importance of analytical skills and experience with third-party portfolio analytics systems.
Tailor Your CV: Customize your CV to highlight relevant experience in finance, analytics, and any familiarity with tools like Morningstar, Bloomberg, or FactSet. Emphasize your attention to detail and analytical skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that connects your background to the specific requirements of the role. Discuss how your previous experiences have prepared you to improve investment decision-making and support portfolio analytics.
Showcase Your Communication Skills: In both your CV and cover letter, demonstrate your written communication skills. Provide examples of how you've effectively communicated complex information to stakeholders or decision-makers in the past.
How to prepare for a job interview at TN United Kingdom
✨Understand Portfolio Analytics
Make sure you have a solid grasp of portfolio analytics concepts, including exposure, performance, and risk. Be prepared to discuss how these elements influence investment decision-making and how you can contribute to improving the delivery of these analytics.
✨Familiarize Yourself with Third-Party Systems
Since experience with systems like Morningstar, Bloomberg, and FactSet is beneficial, take some time to familiarize yourself with their functionalities. Being able to discuss your experience or knowledge of these tools will demonstrate your readiness for the role.
✨Showcase Your Analytical Skills
Prepare examples from your past experiences where you successfully analyzed data and provided insights that influenced decision-making. Highlight your attention to detail and how it has helped in previous roles, especially in finance or asset management.
✨Communicate Effectively
Since the role involves working closely with investment decision-makers, practice articulating complex analytical concepts in a clear and concise manner. Good communication skills are essential, so be ready to demonstrate your ability to convey information effectively during the interview.
