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- Tasks: Support the Portfolio Management team and optimise investment monitoring tools.
- Company: Join an award-winning firm committed to diversity and inclusion.
- Benefits: Enjoy 25 days holiday, private medical, and continuous professional development.
- Why this job: Make a real impact in finance while developing your skills in a dynamic environment.
- Qualifications: Master’s degree in relevant fields and coding experience in Excel, VBA, Python, SQL.
- Other info: Be part of a fun team with regular social and wellbeing activities.
The predicted salary is between 36000 - 60000 £ per year.
Identifying and investing in uncorrelated investment strategies. Providing innovative exposure to underrepresented assets. Bringing together the insights of macroeconomics and quantitative finance.
Responsibilities
- Provides hands on support to the Portfolio Management team with order raising and trade monitoring.
- Innovates and optimises monitoring tools for investment portfolios and financial markets.
- Compiles client reporting across funds and effectively manages scope and collation of data, seeking to maintain and improve reporting tools.
- Collaborates with marketing team to ensure quality consistency and up-to-date marketing materials in relation to investment portfolios and financial markets.
- Prioritises own and other’s workload to support the Investment team, communicating clearly and effectively.
- Builds trust and manages relationships across cross-functional teams, focussing on delivering results and exceeding expectations.
- Represents Fulcrum whilst attending company and client meetings and conferences.
- Focuses on providing accessible support and stays abreast with best practice in order to add value to the process.
- Ability to work independently, in a team, and across multiple function areas in a very dynamic environment.
Qualifications
- A master’s degree or equivalent in Computer Science/Data Science/Engineering – Merit or higher.
- Proficient in Microsoft Excel, VBA, Python, SQL, with demonstrable prior coding experience.
What we offer you
- Commercially relevant training and continuous support throughout your entire career journey, including continued professional development and CFA Qualification.
- 25 days holiday which grows over time.
- Being part of a fun team who have regular social and wellbeing activities organised.
- Opportunity to be part of an award-winning business.
- Benefits include Pension, Private Medical, Income Protection, Death in Service, Cycle to Work Scheme, Electric Vehicle Scheme and wellbeing initiatives.
- The ability to shape your role.
We strive to ensure that opportunities to work and develop at Fulcrum are open to all. We believe in the potential of everyone regardless of age, disability, gender identity or gender expression, race, ethnicity, religion or belief, sex, sexual orientation, socio-economic or any other characteristic that makes you, well you. We are committed to conscious inclusion that facilitates a culture of belonging. We believe a diverse and inclusive we are, the better we become.
Junior Portfolio Analyst employer: Fulcrum Asset Management LLP.
Contact Detail:
Fulcrum Asset Management LLP. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Portfolio Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their investment strategies and be ready to discuss how your skills in Excel, Python, and SQL can add value to their team.
✨Tip Number 3
Showcase your coding skills! If you've worked on any relevant projects, be sure to highlight them during interviews. Demonstrating your ability to innovate and optimise tools will set you apart from other candidates.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Fulcrum.
We think you need these skills to ace Junior Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Junior Portfolio Analyst role. Highlight your proficiency in Excel, VBA, Python, and SQL, as these are key for us.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about investment strategies and how your background in data science can contribute to our team. Be genuine and let your personality shine through!
Showcase Your Projects: If you've worked on relevant projects or have coding experience, don’t forget to mention them! We love seeing practical examples of your skills in action, especially those that demonstrate your ability to innovate and optimise.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Fulcrum!
How to prepare for a job interview at Fulcrum Asset Management LLP.
✨Know Your Numbers
As a Junior Portfolio Analyst, you'll be dealing with data and financial metrics. Brush up on your Excel, VBA, Python, and SQL skills before the interview. Be ready to discuss how you've used these tools in past projects or coursework.
✨Understand the Market
Familiarise yourself with current trends in macroeconomics and quantitative finance. Being able to discuss recent market movements or investment strategies will show that you're engaged and knowledgeable about the field.
✨Showcase Your Collaboration Skills
This role involves working closely with various teams. Prepare examples of how you've successfully collaborated in the past, whether in academic projects or previous jobs. Highlight your communication skills and ability to build relationships.
✨Be Ready to Innovate
The job description mentions optimising monitoring tools and innovating processes. Think of instances where you've improved a system or tool, and be prepared to share your ideas on how you could bring innovation to the team at Fulcrum.
