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For Companies At a Glance
- Tasks: Join our Portfolio Analytics team to enhance investment decision-making through critical analytics.
- Company: Evelyn Partners has been a leader in UK wealth management for over 180 years, dedicated to financial guidance.
- Benefits: Enjoy perks like additional holiday purchase options, fully funded training, and eye care support.
- Why this job: Be part of a passionate team that values collaboration and offers opportunities for professional growth.
- Qualifications: A degree in Finance or a related field is required; experience with analytics systems is a plus.
- Other info: We prioritize diversity and inclusion, ensuring everyone feels valued and supported.
The predicted salary is between 36000 - 60000 £ per year.
For over 180 years,Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Job Description
Evelyn Partners manages over £60bn of institutional and private client investment portfolios. These portfolios are supported by several third-party analytics vendors including Morningstar, Bloomberg, FactSet etc. As part of ongoing process improvement, Evelyn Partners is looking to enhance the access to and delivery of critical portfolio analytics for decision-makers. These analytics include exposure, performance, risk and related data sets. The Associate Portfolio Analyst’s purpose is to improve investment decision-making through the provision of better information.
What you will be doing
Working within the newly created Portfolio Analytics team, the Associate Portfolio Analyst will support the Director, Portfolio Analytics in setting up and being responsible for the BAU production of portfolio analytics in conjunction with other teams. The role will interface directly with investment decision-makers and related teams to identify and interpret the key investment drivers. The role will also support the project work to create more streamlined and automated workflows. Close collaboration with other teams including central investment teams, strategy and risk teams will be essential. There is opportunity for ad-hoc analytical work using the third-party systems.
Key Responsibilities
- Generate portfolio analytics reports for central investment propositions from internal and external systems
- Ensure analytics content describes multiple perspectives on portfolio exposure, performance and risk
- Provide interpretation and narrative on the key drivers of investment outcomes
- Work closely with Investment decision makers to explore and understand these key drivers
- Support portfolio construction as needed
- Support generation of client facing materials as needed
- Ad hoc project work and analysis as needed
- Assist with designing workflows and specifying data analytics to be sourced from third party analytics vendors.
- Assist with process controls and quality assurance over the above.
Qualifications
What we’re looking for
- Degree in Finance Related and/or quantitative subject.
- CFA/FRM/CIPM helpful but not required
- Excellent attention to detail
- Good analytical skills
- Good written and face-to-face communications skills
- Able to work well autonomously as well as part of a team
- Experience of third-party portfolio analytics systems (Morningstar, Bloomberg, Factset etc) would be helpful.
- Experience of running and improving BAU processes for portfolio analytics would be helpful.
- Knowledge of investments and investment strategies is important
- Experience in an asset management, wealth management or consulting role would be helpful
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.
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Associate Portfolio Analytics employer: Evelyn Partners Limited
Contact Detail:
Evelyn Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Portfolio Analytics
✨Tip Number 1
Familiarize yourself with the key third-party analytics systems mentioned in the job description, such as Morningstar, Bloomberg, and FactSet. Having hands-on experience or even a basic understanding of these platforms can set you apart during the interview process.
✨Tip Number 2
Network with professionals in the wealth management and asset management sectors. Engaging with individuals who work at Evelyn Partners or similar firms can provide valuable insights into the company culture and expectations for the Associate Portfolio Analyst role.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to share specific examples of how you've improved processes or contributed to decision-making through data analysis, as this aligns closely with the responsibilities of the position.
✨Tip Number 4
Showcase your ability to work collaboratively by highlighting any past experiences where you successfully partnered with different teams. This role emphasizes close collaboration, so demonstrating your teamwork skills will be crucial.
We think you need these skills to ace Associate Portfolio Analytics
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Associate Portfolio Analyst position. Understand the key responsibilities and qualifications required, as this will help you tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasize any experience you have with third-party portfolio analytics systems like Morningstar, Bloomberg, or FactSet. Mention specific projects or tasks where you improved processes or generated analytics reports.
Showcase Analytical Skills: Demonstrate your analytical skills in your application. Provide examples of how you've used data to drive decision-making or improve outcomes in previous roles. This could include specific metrics or results achieved.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your passion for finance and investment strategies. Make sure to convey your understanding of the importance of portfolio analytics in decision-making.
How to prepare for a job interview at Evelyn Partners Limited
✨Understand the Role and Responsibilities
Make sure you have a clear understanding of the Associate Portfolio Analyst role. Familiarize yourself with portfolio analytics, investment decision-making, and the tools mentioned in the job description like Morningstar and Bloomberg.
✨Showcase Your Analytical Skills
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to provide examples of how you've generated reports or interpreted data to support investment decisions.
✨Communicate Effectively
Since the role involves working closely with investment decision-makers, practice your communication skills. Be prepared to explain complex concepts clearly and concisely, both in writing and verbally.
✨Demonstrate Team Collaboration
Highlight your experience working in teams, especially in finance or analytics. Discuss how you've collaborated with different departments to achieve common goals, as this is crucial for the role at Evelyn Partners.
