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For Companies At a Glance
- Tasks: Analyze investment portfolios and create impactful content for stakeholders.
- Company: Join a leading asset management firm focused on innovative investment strategies.
- Benefits: Enjoy competitive pay, professional development opportunities, and a collaborative work environment.
- Why this job: Be part of a dynamic team that influences investment decisions and drives social impact.
- Qualifications: 3+ years in asset management, CFA accreditation or in progress, strong ESG interest.
- Other info: Work with cutting-edge market data tools and enhance your analytical skills.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
– Analysing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders.
– Engage with both the portfolio manager and portfolio specialist to ensure the consistency, accuracy, and integrity of investment messages.
– Develop Analysis and content.
– Provide outstanding client service and to gather and retain assets.
You will be:
– Conducting analysis on assigned investment strategies while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support the needs of the portfolio manager or portfolio specialist.
– Providing research and support to marketing, sales, and client service efforts.
– Creating custom analysis, often under the direction of the portfolio specialist, either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.
– Developing and maintaining knowledge necessary to act as a subject matter resource on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter knowledge is used to support existing strategies and may be used to bolster new product initiatives.
– Creation of quality and nuanced investment messaging, often in conjunction with the portfolio specialist, to effectively communicate and position results of analysis and inform key stakeholders.
You will possess:
– A minimum of 3 years Asset Management experience in a related field
– Charter Financial Analyst Accreditation (CFA) or currently working towards the CFA.
– Solid understanding of Fixed Income and corporate bonds
– Strong interest in Environment, Social and Governance (ESG) issues
– Good knowledge of derivative instruments
– Experience with market data services (Bloomberg, PORT, Haver) and advanced Excel skills .
Senior Portfolio Analyst employer: Mayford James
Contact Detail:
Mayford James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Portfolio Analyst
✨Tip Number 1
Make sure to stay updated on the latest trends in asset management, especially regarding ESG issues. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 2
Network with professionals in the industry, particularly those who are already working as portfolio analysts or managers. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Familiarize yourself with the specific tools and platforms mentioned in the job description, like Bloomberg and advanced Excel functions. Being proficient in these tools can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your previous experience in asset management during interviews. Be ready to share specific examples of how you've conducted portfolio analysis and contributed to client service efforts.
We think you need these skills to ace Senior Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in asset management, particularly focusing on your analytical skills and any CFA accreditation. Use specific examples that demonstrate your understanding of fixed income and corporate bonds.
Craft a Compelling Cover Letter: In your cover letter, express your strong interest in ESG issues and how they relate to your previous work. Mention your ability to create nuanced investment messaging and how you can contribute to the team’s goals.
Showcase Your Analytical Skills: Provide examples of past projects where you conducted portfolio analysis or created custom analyses. Highlight your experience with market data services like Bloomberg and your advanced Excel skills.
Research the Company: Familiarize yourself with the company's investment strategies and recent developments in the asset management industry. This knowledge will help you tailor your application and prepare for potential interviews.
How to prepare for a job interview at Mayford James
✨Showcase Your Analytical Skills
Be prepared to discuss specific examples of how you've conducted portfolio analysis in the past. Highlight your ability to incorporate financial market conditions and competitor analysis into your work.
✨Demonstrate Client Service Experience
Since outstanding client service is crucial, share instances where you've successfully addressed client inquiries or concerns. Emphasize your ability to respond quickly and effectively in a global context.
✨Highlight Your CFA Journey
If you're working towards your CFA, mention this during the interview. Discuss how your studies have enhanced your understanding of asset management and how you apply this knowledge in practice.
✨Discuss ESG Knowledge
Given the importance of Environment, Social, and Governance (ESG) issues, be ready to talk about your interest and any relevant experience. This could set you apart as a candidate who aligns with current investment trends.
