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- Tasks: Support the Portfolio Management team with innovative tools and effective client reporting.
- Company: Leading asset management firm in Greater London with a focus on diversity and inclusion.
- Benefits: Comprehensive training, growth opportunities, and a range of attractive benefits.
- Why this job: Join a dynamic team and enhance your skills in data-driven investing while pursuing your CFA.
- Qualifications: Master's degree in a relevant field and proficiency in Excel, VBA, Python, and SQL.
- Other info: Exciting career growth in a supportive and inclusive environment.
The predicted salary is between 28800 - 48000 £ per year.
A leading asset management firm in Greater London is seeking a professional to support the Portfolio Management team through innovative tools and effective client reporting. The ideal candidate holds a Master's degree in a relevant field and has proficiency in Excel, VBA, Python, and SQL. The role offers comprehensive training, growth opportunities, and a range of benefits, fostering a diverse and inclusive environment.
Junior Portfolio Analyst: Data-Driven Investing & CFA Path 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: Data-Driven Investing & CFA Path
✨Tip Number 1
Network like a pro! Reach out to professionals in the asset management field on LinkedIn. Join relevant groups and engage in discussions to get your name out there and show your interest in data-driven investing.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Since you’ll need proficiency in Excel, VBA, Python, and SQL, practice common tasks and problems you might face in the role. We can help you find resources to sharpen those skills!
✨Tip Number 3
Showcase your passion for the industry! During interviews, share your insights on current trends in asset management and how data-driven investing is shaping the future. This will demonstrate your enthusiasm and knowledge.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed there that you won’t want to miss out on.
We think you need these skills to ace Junior Portfolio Analyst: Data-Driven Investing & CFA Path
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant skills and experiences that align with the Junior Portfolio Analyst role. We want to see how your background in data-driven investing shines through!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you're the perfect fit for our team. Share your passion for asset management and how your Master’s degree and technical skills can contribute to our innovative tools.
Show Off Your Technical Skills: Since proficiency in Excel, VBA, Python, and SQL is key for this role, don’t shy away from showcasing any projects or experiences where you’ve used these tools. We love seeing practical applications of your skills!
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 all the exciting opportunities we have at StudySmarter!
How to prepare for a job interview at Fulcrum Asset Management LLP.
✨Know Your Numbers
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. Showing that you can handle data-driven tasks will impress the Portfolio Management team.
✨Master the CFA Basics
Since this role is linked to the CFA path, make sure you understand the fundamentals of investment analysis and portfolio management. Familiarise yourself with key concepts and be prepared to discuss how they apply to real-world scenarios.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled challenges using innovative tools or methods. The firm values creativity, so think about times when you’ve improved processes or reporting through your analytical skills.
✨Emphasise Teamwork and Diversity
This role thrives in a diverse and inclusive environment, so be ready to share experiences where you've worked effectively in teams. Highlight how you value different perspectives and how that contributes to better decision-making in asset management.
