At a Glance
- Tasks: Enhance portfolio management capabilities and collaborate with investment teams on data and systems.
- Company: Large UK pension fund focused on innovative investment solutions.
- Benefits: Competitive day rate, pension scheme, and dynamic work environment.
- Other info: Opportunity to work at the intersection of investments, technology, and data.
- Why this job: Join a cutting-edge team and make a real impact in portfolio management.
- Qualifications: 3-5 years' experience with Charles River or similar systems and strong SQL skills.
The predicted salary is between 54000 - 66000 £ per year.
We are working with a large UK pension fund looking to hire an experienced Front Office Business Analyst to join a significant programme focused on enhancing its portfolio management capabilities. This is a genuinely front-office-facing role, working closely with Portfolio Managers, Portfolio Implementation, Trading and Operations. The role will focus on improving how investment teams use Charles River (CRIMS) to manage portfolios, understand exposures and support investment decision-making.
The successful candidate will work closely with investment teams to understand how portfolios are managed and translate their requirements into effective systems, data and processes. The role will have a particular focus on portfolio and exposure management, including:
- Designing and improving front-office portfolio and exposure views
- Developing portfolio look-through capabilities
- Incorporating risk measures including duration, beta and delta
- Supporting tactical and strategic asset allocation
- Improving cash and liquidity management processes and views
- Configuring CRIMS portfolio manager views, blotters and profiles
- Enhancing portfolio monitoring, modelling and order-generation workflows
- Troubleshooting live portfolio management and trading issues
The role will also have a strong data component. You will work with investment teams to understand their requirements at both a process and data level, including:
- Market and reference data
- IBOR and security master data
- Trade processing and downstream data flows
- Pricing and analytics
- SQL-based data extraction and analysis.
We are looking for someone who combines strong investment knowledge with genuine systems and data capability. Ideally you will have:
- 3–5+ years' hands-on Charles River (CRIMS) experience, although experience with another leading Portfolio Management System will also be considered
- Strong understanding of portfolio construction, rebalancing and investment workflows
- Good multi-asset knowledge across Equities, Fixed Income, FX and Derivatives
- Understanding of portfolio exposures and risk measures
- Strong SQL skills
- Experience with Power BI, Tableau or similar reporting tools would be helpful
- Exposure to currency hedging and overlay strategies would also be useful.
We are looking for someone bright, pragmatic and collaborative who is comfortable working directly with Portfolio Managers whilst equally happy getting into the detail with technology and data teams. You should be naturally inquisitive, willing to challenge existing processes and, importantly, someone who takes ownership of problems rather than simply identifying them. This is an excellent opportunity for someone who enjoys operating at the intersection of investments, technology and data, within a sophisticated multi-asset investment environment.
Front Office CRD Business Analyst in City of London employer: Carnegie Consulting
Carnegie Consulting is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets collaboration. Employees benefit from a strong focus on professional development, with ample opportunities for growth within a leading private credit platform, alongside a supportive culture that values teamwork and excellence in CLO operations.
StudySmarter Expert Advice🤫
We think this is how you could land Front Office CRD Business Analyst in City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Carnegie Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Front Office CRD Business Analyst in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Carnegie Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Carnegie Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Carnegie Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Carnegie Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Carnegie Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Carnegie Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
