At a Glance
- Tasks: Lead public-markets portfolio diagnosis and develop strategic investment recommendations.
- Company: Dynamic investment firm focused on innovative market strategies.
- Benefits: Competitive hourly rate, flexible work environment, and opportunities for professional growth.
- Other info: Collaborative team culture with a focus on continuous learning and development.
- Why this job: Make a real impact in the investment world with your expertise and insights.
- Qualifications: 8-10 years of public-markets investment experience and strong analytical skills.
The predicted salary is between 150 - 150 £ per hour.
Experienced public-markets investment professional to lead the diagnosis of a public-markets portfolio, assess its positioning against current market conditions and relevant benchmarks, and develop practical recommendations covering asset allocation, fund and ETF selection, portfolio risk, rebalancing, and implementation.
Role Responsibilities
- Evaluate holdings across public equities, fixed income securities, ETFs, funds, and other liquid investments.
- Diagnose portfolio construction issues, concentration risks, asset-allocation gaps, and performance drivers.
- Assess holdings against appropriate benchmarks and investment objectives.
- Produce a structured market update covering relevant macroeconomic, sector, and asset-class developments.
- Evaluate ETF and fund selection, including exposures, costs, liquidity, diversification, and suitability.
- Develop evidence-based rebalancing recommendations.
- Prepare clear implementation plans and proposed trade instructions.
- Analyze performance, volatility, risk exposures, and benchmark-relative results.
- Clearly document the reasoning supporting each recommendation.
- Incorporate structured feedback from senior reviewers and iterate quickly on the work.
Good Candidature
- Approximately 8-10 years of professional public-markets investment experience.
- Hands-on experience in portfolio management, asset allocation, ETF or fund selection, and portfolio-risk analysis.
- Background at an institutional asset manager, Multi-Family Office, investment office, Hedge Fund, wealth manager, or comparable investment platform.
- Experience as a Junior Portfolio Manager, Portfolio Manager, Investment Principal, Senior Investment Analyst, or similar professional is particularly relevant.
- Strong understanding of public equities, fixed income, ETFs, funds, benchmarks, and portfolio implementation.
- Experience producing market updates, portfolio diagnoses, rebalancing recommendations, and implementation plans.
- Strong quantitative skills and proficiency with portfolio-performance and risk analysis.
- CFA qualification is preferred but not required.
- Exceptionally strong written communication and the ability to explain portfolio decisions with precision.
- Detail-oriented, consistent, and comfortable having investment judgments reviewed and calibrated.
- Prior experience with AI evaluation or structured investment-assessment projects is a plus.
Public Markets Portfolio Strategist employer: Great Value Hiring
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StudySmarter Expert Advice🤫
We think this is how you could land Public Markets Portfolio Strategist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Great Value Hiring. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Public Markets Portfolio Strategist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Great Value Hiring.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Great Value Hiring's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Great Value Hiring
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Great Value Hiring.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Great Value Hiring will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Great Value Hiring employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
