Senior Investment Analyst, Asset Management in London

Senior Investment Analyst, Asset Management in London

London Full-Time No working from home possible
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Western Asset Management (WAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed-income manager, we source ideas and investment solutions worldwide, with an emphasis on long-term fundamental value investing, using multiple diversified strategies. Western Asset is a global asset management firm renowned for its expertise in fixed-income investments. Operating as a cohesive team, we leverage an open, integrated investment platform to deliver superior results. Our collegial team culture is a significant asset, enabling us to harness the combined experience and fixed-income acumen of our investment professionals worldwide. About the departmentWestern Asset is a global asset management firm renowned for its expertise in fixed-income investments. Operating as a cohesive team, we leverage an open, integrated investment platform to deliver superior results. Our collegial team culture is a significant asset, enabling us to harness the combined experience and fixed-income acumen of our investment professionals worldwide. Western Asset is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. As a Portfolio Analyst, you'll play a key role within the Investment Management team, directly working with Portfolio Managers and Traders across Global Sovereign, Global Credit and Money Markets. Your precision and proactive approach will drive operational excellence and empower decision-making at Western Asset. You'll collaborate with key internal partners such as Client Services, Compliance, Investment Operations, and Risk Management to deliver seamless portfolio management support to the Investment Team. utilize the OMS system to efficiently build trades for both local and global offices; partner with the back office to investigate and resolve confirmation breaks and trade fails, maintaining operational accuracyAction portfolio maintenance trades: follow up on foreign exchange orders routed through the back office, ensuring timely and accurate settlement with custodiansAdvance corporate actions workflow: Pro-actively review daily portfolio compliance reports, swiftly addressing action items to maintain regulatory and guideline integrity; track the downgrade dashboard and coordinate timely responses to credit rating changes; Prepare information and analysis for PMs and Traders for client meetings or answering client requests, both ad-hoc and recurringDeliver actionable insights: Develop in-depth understanding of various portfolio strategies and understanding of key risk factors and metrics; review and analyze monthly performance data, identify issues, and collaborate with PMs to optimize resultsSupport investment accounting: Partner with Investment Support and Accounting to resolve book value, yield, and other accounting queries, enhancing financial reportingWhat will help you be successful in this roleExceptional attention to detail: Demonstrated strength in financial, mathematical, and statistical analysis; expert-level Excel skills required; familiarity with query tools (SQL, Python) is a plusInfluential communicator: Previous exposure to asset management is highly valued and will accelerate your impact. Educational foundation: Bachelor's degree preferred; CFA designation or progress toward a designation, such as IMC, is highly desirableFranklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. SummaryLocation: London, United KingdomType: Full time

Senior Investment Analyst, Asset Management in London employer: Franklin Templeton

Franklin Templeton Investments is an exceptional employer, offering a dynamic work environment in the heart of London where your expertise in real estate asset management can truly shine. With a strong focus on employee growth and innovative investment strategies, we provide ample opportunities for professional development and collaboration with industry leaders. Join us to be part of a culture that values creativity, strategic thinking, and the pursuit of excellence in the real estate sector.

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Contact Details:

Franklin Templeton Recruitment Team