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- Tasks: Support the Portfolio Management team with trade monitoring and client reporting.
- Company: Join a leading equity hedge fund based in London, known for innovation.
- Benefits: Gain exposure to investment management and enhance your skills in a dynamic environment.
- Why this job: Perfect for growth-minded individuals passionate about equity markets and portfolio analysis.
- Qualifications: 1-3 years in investment management; strong Python coding skills; relevant master's degree required.
- Other info: Opportunity to attend company and client meetings, enhancing your professional network.
The predicted salary is between 36000 - 60000 £ per year.
We are currently working with an equity hedge fund based in London who are looking to add a Quantitative Portfolio Analyst to their team. This is an ideal role for an individual with 1-3 years of relevant full-time experience or who is currently completing a rotational programme within investment management.
Within this role you will report to the Portfolio Management team and support in the management of client portfolios. You will have exposure to areas of investment management, with a core focus on equity market investing.
In order to apply you must have:
- 1-3 years of Investment management experience, either within risk, portfolio analysis, portfolio construction or trading.
- A demonstrable interest in equity markets and equity investing.
- Portfolio analysis experience.
- Strong coding expertise, particularly within Python.
- A master’s degree or equivalent in Mathematics/Computer Science/Data Science/Engineering – Merit or higher.
- The ability to work in the UK without sponsorship.
- CFA level 1 is a plus.
Responsibilities include:
- Providing hands-on support to the Portfolio Management team with order raising and trade monitoring.
- Innovating and optimising monitoring tools for investment portfolios and financial markets.
- Client reporting across funds and effectively managing scope and collation of data, seeking to maintain and improve reporting tools.
- Collaborating with the marketing team to ensure quality consistency and up-to-date marketing materials in relation to investment portfolios and financial markets.
- Representing the firm whilst attending company and client meetings and conferences.
This is a great opportunity for an individual to join a market-leading team within the fund management space in a role which will allow for both growth and development.
In order to be considered for this role, please send your CV in WORD format to fundmanagement@octaviusfinance.com.
Portfolio Analyst employer: Octavius Finance
Contact Detail:
Octavius Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Network with professionals in the investment management field, especially those who work in equity markets. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Brush up on your Python coding skills, as strong coding expertise is a key requirement for this position. Consider working on personal projects or contributing to open-source projects to showcase your abilities.
✨Tip Number 3
Stay updated on current trends and news in equity markets. This will not only help you during interviews but also demonstrate your genuine interest in the field when discussing your passion for investing.
✨Tip Number 4
If you have completed any relevant internships or projects, be prepared to discuss them in detail. Highlight specific contributions you made and how they relate to portfolio analysis or management.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in investment management, particularly in portfolio analysis or trading. Emphasise your coding skills in Python and any exposure to equity markets.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for equity investing and your understanding of the role. Mention specific experiences that align with the responsibilities listed in the job description.
Highlight Relevant Qualifications: Clearly state your educational background, especially if you have a master's degree in Mathematics, Computer Science, Data Science, or Engineering. If you have completed CFA Level 1, make sure to mention it as well.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the finance industry.
How to prepare for a job interview at Octavius Finance
✨Showcase Your Coding Skills
Since strong coding expertise, particularly in Python, is a key requirement for the Portfolio Analyst role, be prepared to discuss your coding experience. You might even be asked to solve a coding problem during the interview, so brush up on your Python skills and be ready to demonstrate your knowledge.
✨Demonstrate Your Interest in Equity Markets
Make sure to express your passion for equity markets and investing. Research recent trends or significant events in the equity market and be ready to discuss how they could impact portfolio management. This will show your potential employer that you are genuinely interested in the field.
✨Prepare for Technical Questions
Expect technical questions related to portfolio analysis, risk management, and trading. Review key concepts and be ready to explain your thought process when tackling portfolio construction or risk assessment scenarios. This will help you stand out as a knowledgeable candidate.
✨Highlight Your Collaborative Skills
As the role involves collaborating with various teams, including marketing and portfolio management, be prepared to discuss your teamwork experiences. Share examples of how you've successfully worked with others to achieve common goals, which will demonstrate your ability to fit into their team-oriented culture.
