Associate, Portfolio Data & Analytics

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Evelyn Partners manages over £60bn of institutional and private client investment portfolios. These portfolios are supported by several third-party analytics vendors including FactSet, Bloomberg, and Morningstar. 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 role’s purpose is to improve investment decision-making through the provision of better information. Working within the wider team, the Associate, Portfolio Data & Analytics will support the set up and BAU automated production of portfolio analytics. This includes joint responsibility for all elements of the automated data pipeline including sourcing, transforming, storing, presenting and remediating investment data. The role will also support project work to extend and improve portfolio analytics and workflows. Close collaboration with other teams including central investment teams, strategy and risk teams will be essential. There is opportunity for ad-hoc investment analytical work using the third-party systems.

Key Responsibilities

• Support the build out and automated production of portfolio data & analytics from internal and external systems
• Have responsibility for data processes including analytics integration, transform, store, and visualisation
• Ensure analytics content describes multiple perspectives on portfolio exposure, performance and risk
• Work closely with Investment decision makers to extend and improve analytics
• Support portfolio construction as needed
• Support generation of client facing materials as needed
• Ad hoc project work and analysis as needed
• Assist with process controls, quality assurance and maintaining documentation over the above.

Key Skills and Experience

• Experience of Power BI, SQL, Python is important.
• Experience of Power Platform would be helpful.
• Experience of running and improving BAU data processes would be helpful.
• Experience of third-party portfolio analytics systems (FactSet, Bloomberg, Morningstar etc) would be helpful.
• Knowledge of investments and investment strategies is important.
• Experience in an asset management, wealth management or consulting role would be helpful.

Qualifications

• Degree in Data, IT, Analytics, Finance or related and / or quantitative subject.
• Certifications in Power BI, Data Analytics or Data Engineering helpful but not required
• 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

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.