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For Companies At a Glance
- Tasks: Analyse cash flows, execute trades, and create presentations for Board meetings.
- Company: Join a global leader in investment management, known for its dynamic work environment.
- Benefits: Gain valuable experience in a high-performing team with potential for future opportunities.
- Why this job: Perfect for data enthusiasts wanting to impact investment decisions and client needs.
- Qualifications: Advanced understanding of investments and strong analytical skills required.
- Other info: Immediate start available; ideal for those with a background in investment management.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a global player within the investment management sector. Due to an increase in workload, they are now looking to recruit an Investment Data Analyst to join their busy team on a contract basis initially.
The Investment Data Analyst will take responsibility for the following duties:
- Analysing cash flows, communicating corporate action decisions, executing the most complex discretionary trades.
- Reviewing investment guidelines, establishing and monitoring paper portfolios, maintaining custom industry structures, and monitoring unique client requirements.
- Creating presentation materials for Board meetings.
- Creating and ensuring accuracy of portfolio-level data and analysis to support most complex investment decisions and client inquiries.
- Identifying trends and, working with appropriate partners, developing and implementing new reporting and analysis to meet changing investment or client needs.
- Responsible for ensuring accuracy, resolving discrepancies, and timely distribution of attribution and risk.
- Involvement with product development, including analysing investment guidelines, participating in product launch task forces, and being responsible for updating portfolio models for new investment products.
- Managing GIPS composite review to retain the firm’s GIPS compliant status.
- Communicating investment strategy changes to Marketing and Operations teams, including managing benchmark changes, investing in new markets or instrument types, PM and investment analyst changes.
The Investment Data Analyst will meet the following criteria:
- Advanced understanding of investment principles, asset classes and financial markets.
- Demonstrated advanced analytical and quantitative modelling skills to develop new reporting that enhances the investment process.
- Strong attention to detail to ensure accuracy in investment and regulatory reporting.
- Ability to trouble-shoot and resolve technology issues including building Excel macros, Access database reporting, and data extraction and interpretation from vendor applications (e.g., Bloomberg, Morningstar, POINT).
- Experience with using vendor applications and market data services (e.g., FactSet, Zephyr and others).
- Experience within the investment management sector is essential.
- Immediately available to begin this assignment.
This is an excellent opportunity for candidates with strong data/quantitative skills from investment management backgrounds to join a high-performing team at a leading investment management house.
Investment Data Analyst (6 Month FTC) employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Data Analyst (6 Month FTC)
✨Tip Number 1
Familiarise yourself with the latest trends in investment management and data analysis. Being able to discuss current market conditions and how they impact investment strategies will show your potential employer that you're engaged and knowledgeable.
✨Tip Number 2
Brush up on your technical skills, especially in Excel and any relevant data analysis tools. Consider creating a small project or case study that showcases your ability to analyse data and present findings, as this can be a great conversation starter during interviews.
✨Tip Number 3
Network with professionals in the investment management sector. Attend industry events or join online forums where you can connect with others in the field. This can lead to valuable insights and potentially even referrals for job openings.
✨Tip Number 4
Prepare to discuss specific examples of how you've used your analytical skills to solve problems in previous roles. Be ready to explain your thought process and the impact of your work, as this will demonstrate your capability to handle the responsibilities of the Investment Data Analyst position.
We think you need these skills to ace Investment Data Analyst (6 Month FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your advanced understanding of investment principles and any relevant experience in the investment management sector. Use specific examples to demonstrate your analytical and quantitative modelling skills.
Craft a Compelling Cover Letter: In your cover letter, explain why you are immediately available and how your background aligns with the responsibilities of the Investment Data Analyst role. Mention your experience with vendor applications and your ability to troubleshoot technology issues.
Highlight Relevant Skills: Emphasise your strong attention to detail and your experience in creating accurate portfolio-level data and analysis. Discuss any previous roles where you communicated complex information effectively to different teams.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. Ensure that all information is accurate and that your documents are formatted professionally.
How to prepare for a job interview at Mason Blake
✨Showcase Your Analytical Skills
As an Investment Data Analyst, your analytical prowess is key. Be prepared to discuss specific examples of how you've used data analysis to drive investment decisions or improve processes in previous roles.
✨Demonstrate Attention to Detail
Given the importance of accuracy in investment reporting, highlight instances where your attention to detail has made a significant impact. This could include resolving discrepancies or ensuring compliance with regulations.
✨Familiarise Yourself with Relevant Tools
Make sure you are well-versed in tools like Excel, Bloomberg, and FactSet. Be ready to discuss how you've used these applications in past roles, especially in building macros or extracting data.
✨Understand the Investment Landscape
Brush up on your knowledge of current trends in the investment management sector. Being able to discuss recent developments or changes in investment strategies will show your enthusiasm and understanding of the field.
