Hybrid: Portfolio Analytics Lead for Multi-Asset Investing in Warwick

Hybrid: Portfolio Analytics Lead for Multi-Asset Investing in Warwick

Warwick Full-Time 60000 - 80000 £ / year (est.) No working from home possible
CFA Institute

At a Glance

  • Tasks: Support portfolio implementation and analytics across various investment strategies.
  • Company: CFA Institute, a leader in financial education and analytics.
  • Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
  • Other info: Fast-paced environment with collaboration across cross-functional teams.
  • Why this job: Join a dynamic team and make an impact in multi-asset investing.
  • Qualifications: Strong Excel skills, experience with AI tools, and a results-driven mindset.

The predicted salary is between 60000 - 80000 £ per year.

CFA Institute is seeking a Portfolio Investment Analyst to partner with Portfolio Managers and Traders to support day‑to‑day portfolio implementation, analytics, and monitoring across Equity, Fixed Income, and Multi‑Asset strategies. The role emphasizes quantitative analysis, meticulous execution, and collaboration with cross‑functional teams.

The ideal candidate has a strong Excel skillset, experience with AI tools, and a track record of delivering high‑quality outcomes in a fast‑paced environment.

Hybrid: Portfolio Analytics Lead for Multi-Asset Investing in Warwick employer: CFA Institute

M&G plc is an exceptional employer that prioritises employee wellbeing and professional growth, offering a comprehensive benefits package including an 18% pension scheme, generous annual leave, and robust family support policies. Our inclusive work culture fosters collaboration and innovation, ensuring that every team member can thrive while contributing to our mission of providing confidence in financial solutions. Located in a vibrant area, we embrace flexible working arrangements to support a healthy work-life balance.

CFA Institute

Contact Details:

CFA Institute Recruitment Team

We think you need these skills to ace Hybrid: Portfolio Analytics Lead for Multi-Asset Investing in Warwick

Quantitative Analysis
Portfolio Implementation
Analytics
Monitoring
Equity Strategies
Fixed Income Strategies
Multi-Asset Strategies