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- Tasks: Enhance portfolio performance using analytical tools and collaborate with investment teams.
- Company: Leading global investment group focused on data-driven insights.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Make a real impact in finance by identifying trends and risks.
- Qualifications: Strong background in private equity and financial analysis, with skills in Power BI and Excel.
- Other info: Join a dynamic team that values innovation and career development.
The predicted salary is between 28800 - 48000 £ per year.
A leading global investment group is seeking a Portfolio Monitoring professional to enhance portfolio performance through analytical tools and dashboards. This role involves collaborating with investment teams to identify trends and risks while supporting valuation processes and reporting standards.
The ideal candidate will have a strong grounding in private equity, financial analysis, and tools like Power BI and Excel, contributing to a data-led culture within the firm.
Portfolio Performance & Insights Analyst employer: Investigo
Contact Detail:
Investigo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Performance & Insights Analyst
✨Tip Number 1
Network like a pro! Reach out to folks in the investment sector, especially those who work with portfolio performance. A casual chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Create a portfolio or a presentation showcasing your analytical tools expertise, especially with Power BI and Excel. This will give you an edge when discussing your capabilities during interviews.
✨Tip Number 3
Prepare for the interview by brushing up on current trends in private equity and financial analysis. Being able to discuss these topics confidently will show that you’re not just a candidate, but a knowledgeable asset.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Portfolio Performance & Insights Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private equity and financial analysis. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise with tools like Power BI and Excel!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about enhancing portfolio performance and how you can contribute to our data-led culture. Keep it engaging and relevant to the job description.
Showcase Analytical Skills: Since this role is all about analytical tools and dashboards, make sure to mention any specific projects or experiences where you’ve used these skills. We love seeing real examples of how you’ve identified trends and risks in previous roles!
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Investigo
✨Know Your Numbers
Brush up on your financial analysis skills and be ready to discuss specific metrics related to portfolio performance. Familiarise yourself with key performance indicators (KPIs) that are relevant to private equity, as this will show your understanding of the role.
✨Master the Tools
Since the job requires proficiency in Power BI and Excel, make sure you can demonstrate your skills with these tools. Prepare examples of how you've used them in past roles to analyse data or create dashboards, as this will highlight your technical capabilities.
✨Collaborate Like a Pro
This role involves working closely with investment teams, so be prepared to discuss your experience in collaboration. Think of examples where you’ve successfully worked with others to identify trends or mitigate risks, showcasing your teamwork skills.
✨Stay Ahead of Trends
Research current trends in the investment sector, especially those affecting portfolio performance. Being able to discuss recent developments or challenges in the industry will demonstrate your proactive approach and genuine interest in the field.
