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- Tasks: Support Portfolio Managers in managing equity portfolios and executing investment decisions.
- Company: Join a leading firm that connects finance professionals with innovative investment strategies.
- Benefits: Enjoy competitive pay, potential remote work options, and a dynamic team environment.
- Why this job: Gain hands-on experience in finance while working with top-tier professionals in a fast-paced setting.
- Qualifications: 4+ years in a similar role, CFA pursuit, strong analytical skills, and a passion for financial markets.
- Other info: Ideal for those looking to grow their career in investment management.
The predicted salary is between 43200 - 72000 £ per year.
The portfolio implementation team sits in the front office and is the link between the Portfolio Managers and Traders. The purpose of the role is to support the Portfolio Managers in the day-to-day management of equity portfolios.
Key responsibilities:
- Providing active support to portfolio managers including implementation of investment decisions across strategies in a timely manner
- Modelling investment views across a range of portfolios
- Managing trade order, ensuring efficient execution
- Oversight of cash flows, and managing rebalancing of portfolios in a timely and effective manner
- Liaise with Investment Operations, Product, Research and Compliance teams on issues relating to market openings, product integrity and transitions
Ideal Candidate Profile:
- Minimum 4 years’ experience in a similar role or investment operations function on the buy-side
- Working towards CFA qualification
- Solid understanding of equities and derivatives
- Strong analytical skills
- Excellent attention to detail
- Strong interpersonal and communication skills
- Keen interest in financial markets
Global Equity Portfolio Analyst employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Global Equity Portfolio Analyst
✨Tip Number 1
Make sure to brush up on your knowledge of equity markets and derivatives. Understanding the nuances of these financial instruments will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in portfolio management or investment operations. Engaging with them can provide valuable insights into the role and may even lead to referrals, which can significantly boost your chances of landing the job.
✨Tip Number 3
Familiarise yourself with the latest trends and news in financial markets. Being well-informed about current events can help you stand out during discussions and show that you are proactive and engaged in the industry.
✨Tip Number 4
Prepare to discuss your analytical skills and attention to detail in practical terms. Think of specific examples from your past experience where you successfully managed trade orders or rebalanced portfolios, as this will illustrate your capability for the role.
We think you need these skills to ace Global Equity Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in equity portfolio management and investment operations. Emphasise your analytical skills and any experience you have with equities and derivatives.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Global Equity Portfolio Analyst role. Mention your experience, your understanding of financial markets, and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: If you're working towards your CFA qualification, be sure to mention this prominently. Discuss any relevant coursework or projects that demonstrate your knowledge of investment strategies and portfolio management.
Showcase Communication Skills: Since the role requires liaising with various teams, provide examples in your application that showcase your strong interpersonal and communication skills. This could include teamwork experiences or instances where you've effectively communicated complex information.
How to prepare for a job interview at Mason Blake
✨Showcase Your Analytical Skills
As a Global Equity Portfolio Analyst, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've used data analysis in previous roles to support investment decisions or manage portfolios.
✨Demonstrate Your Understanding of Equities and Derivatives
Make sure you can articulate your knowledge of equities and derivatives clearly. Prepare to discuss recent market trends and how they might impact portfolio management, as this will show your keen interest in financial markets.
✨Highlight Your Attention to Detail
Given the importance of accuracy in managing trade orders and cash flows, be ready to provide examples of how your attention to detail has positively impacted your work. This could include instances where your diligence prevented errors or improved efficiency.
✨Prepare for Interpersonal Questions
Since the role involves liaising with various teams, expect questions about your communication style and teamwork experiences. Think of examples where you've successfully collaborated with others to achieve a common goal, especially in high-pressure situations.
