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- Tasks: Gather and document requirements to enhance portfolio optimisation tools and processes.
- Company: Leading UK bulk annuity provider focused on securing retirement benefits.
- Benefits: Hybrid remote work, competitive pay, and potential for contract extension.
- Other info: Collaborative environment with opportunities for professional growth and development.
- Why this job: Join a dynamic team and make a real impact on financial security for pension schemes.
- Qualifications: Strong understanding of investments and experience with asset modelling tools.
The predicted salary is between 60000 - 80000 £ per year.
Our client is a long established and market leading bulk annuity provider in the UK, with a substantial retirement annuity book and a large base of institutional and retail customers whose retirement benefits they are responsible for securing. They specialise in pension risk transfer solutions for defined benefit schemes, as well as reinsurance, working closely with companies, pension schemes, and their advisors to help settle pension liabilities and support the long term financial security of scheme members.
As an Investment Portfolio Business Analyst on the portfolio optimisation project, you will be responsible for gathering and documenting requirements to enhance existing optimisation tools or assist in the development of new solutions. You will map end‑to‑end portfolio optimisation processes, identify areas for refinement, and communicate effectively with diverse stakeholders to ensure alignment and delivery quality. This is a 6‑month engagement with potential for extension, subject to performance and available opportunities. The role is offered on a hybrid remote basis, with the expectation to visit the office in the City of London a couple of days per week.
Responsibilities
- Engage with Investment and Finance teams to clarify and extract detailed business requirements
- Facilitate communication with a diverse group of stakeholders across quantitative, finance, and technology functions
- Document end‑to‑end portfolio optimisation processes and workflows
- Define requirements related to asset modelling and optimisation, including regulatory constraints
- Support the translation of business needs into clear specifications for development teams
- Provide training and knowledge transfer to teams on new or enhanced optimisation solutions
- Proactively identify opportunities for process improvements and automation
Requirements
- Strong understanding of investments, including end‑to‑end processes from trading through finance reporting and cash management
- Familiarity with investment terminology such as SCR, DTSMW, PV01, IE01, and related optimisation constraints
- Experience defining requirements for asset modelling tools, ideally with a portfolio optimisation focus
- Solid knowledge of regulatory frameworks, specifically Solvency and SCR requirements
- Deep understanding of LDI and liquidity matching asset challenges, including feasibility and rebalancing costs
- Exposure to listed and unlisted instruments, with illiquid asset valuation such as property or infrastructure considered a plus
- Proven ability to work effectively with a diverse stakeholder group
- Demonstrated self‑starter attitude with strong communication and interpersonal skills
- Familiarity with market data, including prices, curves, and spreads
- Ability to provide training on new solutions and tools
Nice to have
- Experience with internal tools such as Python or MATLAB for modelling
- Background in fixed income instruments
- Knowledge of external tools such as Aladdin, Bloomberg PORT, Bloomberg MARS, MSCI BarraOne, RiskMetrics, and Ortec Finance
Portfolio Business Analyst employer: DataArt
Contact Detail:
DataArt Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Business Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their products and services, especially in pension risk transfer solutions. This will help you tailor your answers and show you're genuinely interested.
✨Tip Number 3
Practice your communication skills! As a Portfolio Business Analyst, you'll need to engage with diverse stakeholders. Mock interviews with friends or mentors can help you articulate your thoughts clearly and confidently.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Portfolio Business Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Business Analyst role. Highlight your experience with investment processes and any relevant tools you've used. We want to see how your skills align with our needs!
Showcase Your Communication Skills: Since you'll be working with diverse stakeholders, it's crucial to demonstrate your communication skills in your application. Use examples that show how you've effectively engaged with different teams in the past.
Be Specific About Your Experience: When detailing your experience, be specific about your familiarity with investment terminology and regulatory frameworks. We love candidates who can clearly articulate their understanding of concepts like SCR and LDI.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can't wait to see what you bring to the table!
How to prepare for a job interview at DataArt
✨Know Your Numbers
Make sure you brush up on your investment terminology and concepts like SCR, DTSMW, and LDI. Being able to confidently discuss these terms will show that you understand the core of the role and can engage with stakeholders effectively.
✨Map It Out
Before the interview, take some time to map out the end-to-end portfolio optimisation processes. This will not only help you articulate your thoughts clearly but also demonstrate your analytical skills and attention to detail during discussions.
✨Stakeholder Savvy
Prepare examples of how you've successfully communicated with diverse groups in the past. Highlighting your ability to bridge gaps between finance, technology, and quantitative teams will be key to showcasing your fit for this role.
✨Show Your Self-Starter Spirit
Be ready to share instances where you've proactively identified process improvements or automation opportunities. This will illustrate your initiative and problem-solving mindset, which are crucial for a Business Analyst in this dynamic environment.