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- Tasks: Join our team as a Portfolio Analyst, managing bespoke client portfolios and developing investment strategies.
- Company: Be part of a top-tier investment management firm known for its excellence in wealth management.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and client interaction.
- Why this job: Gain visibility with Portfolio Managers and clients while making a real impact in investment decisions.
- Qualifications: Bring at least 3 years of experience in investment management and strong Excel skills.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
We are working with a highly reputable investment management firm who are looking to hire a Portfolio Analyst to join the Private Client investment team. The successful hire will have a high level of visibility to Portfolio Managers and clients while supporting portfolio management activities.
Main Responsibilities:
- Conduct portfolio management activities across a broad range of client portfolios, each with a bespoke investment objective.
- Develop and implement investment strategies across client portfolios.
- Perform daily fund management duties including monitoring markets, trading, and reporting.
- Regularly communicate with clients and create client-specific materials and reports.
- Participate in fund due-diligence meetings.
Candidate Requirements:
- Minimum 3 years relevant experience within the investment management industry.
- Strong academic profile.
- Proficiency in Excel and familiarity with Bloomberg.
- Accuracy and meticulous attention to detail.
- Excellent interpersonal skills to build relationships across the business and externally.
- Passionate about markets and investments.
Portfolio Analyst - UHNW Wealth Management employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst - UHNW Wealth Management
✨Tip Number 1
Network with professionals in the investment management industry, especially those who work in UHNW wealth management. Attend industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and news in the investment market. Being well-informed will not only help you in interviews but also demonstrate your passion for markets and investments.
✨Tip Number 3
Practice your Excel skills and get comfortable with Bloomberg. Consider taking online courses or tutorials to enhance your proficiency, as these tools are crucial for the Portfolio Analyst role.
✨Tip Number 4
Prepare to discuss your previous experience in portfolio management during interviews. Be ready to share specific examples of how you've developed and implemented investment strategies in the past.
We think you need these skills to ace Portfolio Analyst - UHNW Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management. Focus on your portfolio management activities, any specific strategies you've developed, and your proficiency with tools like Excel and Bloomberg.
Craft a Compelling Cover Letter: In your cover letter, express your passion for markets and investments. Mention how your skills align with the responsibilities of the Portfolio Analyst role and provide examples of your attention to detail and interpersonal skills.
Showcase Relevant Experience: When detailing your work history, emphasise your experience in conducting portfolio management activities and any client-facing roles. Highlight your ability to create client-specific materials and reports.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Ensure that your documents are clear, concise, and free from mistakes, as accuracy is crucial in this field.
How to prepare for a job interview at Mason Blake
✨Know Your Portfolios
Familiarise yourself with different types of investment portfolios and their objectives. Be prepared to discuss how you would approach managing a bespoke portfolio, as this will demonstrate your understanding of the role.
✨Showcase Your Analytical Skills
Highlight your experience with Excel and any analytical tools you've used in the past. Be ready to provide examples of how you've used data to inform investment decisions or improve portfolio performance.
✨Communicate Effectively
Since the role involves regular client communication, practice articulating complex investment concepts in simple terms. This will show that you can build relationships and convey important information clearly.
✨Demonstrate Market Passion
Express your enthusiasm for markets and investments during the interview. Share recent market trends or news that excite you, as this will reflect your genuine interest in the field and your proactive nature.
