At a Glance
- Tasks: Lead portfolio analytics to enhance investment insights and improve trading outcomes.
- Company: A leading global investment house with a focus on innovation.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Collaborative culture with opportunities for career advancement.
- Why this job: Make a real impact in investment strategies using data and AI.
- Qualifications: Extensive experience in investment analytics and strong quantitative skills required.
The predicted salary is between 80000 - 100000 £ per year.
A leading investment house with a global mandate is seeking a Head of Portfolio Analytics to provide sophisticated investment insight across its public equity and fixed income portfolios. This is a senior, front office-facing role, focused on improving portfolio construction, trading behaviour and realised outcomes through rigorous analysis, evidence-based challenge and practical decision support. Working closely with portfolio managers, the successful candidate will help preserve and enhance alpha by identifying unintended risks, inefficiencies and performance leakage, while contributing to best practice in portfolio analytics through data, technology and AI.
KEY RESPONSIBILITIES
- Deliver portfolio performance attribution and alpha analysis across teams, portfolios and positions, identifying drivers of returns, active risk and underperformance.
- Assess the impact of portfolio construction, position sizing and concentration decisions, and identify sources of alpha leakage including factor exposures, turnover drag, timing effects and execution inefficiencies.
- Lead trading and execution analysis, including implementation shortfall, liquidity, market impact, order sizing and benchmark-relative trade outcomes, and recommend improvements to trading processes.
- Partner closely with portfolio managers as a trusted analytical adviser, providing clear, evidence-based challenge and translating complex findings into actionable investment insight.
- Prepare high-quality portfolio analytics reporting for senior stakeholders, and develop tools, dashboards and AI-enabled analytical capabilities in partnership with technology and data teams.
- Contribute to continuous improvement in investment decision-making by embedding robust feedback loops, supporting post-trade reviews and applying market best practice in portfolio analytics and execution research.
REQUIRED KNOWLEDGE, EXPERIENCE & COMPETENCIES
- Extensive senior-level experience in investment analytics, portfolio analysis, investment risk, quantitative research or trading analysis within an active asset manager or asset owner environment.
- Proven experience working directly with portfolio managers, with the credibility and judgement to challenge constructively and influence investment behaviour.
- Strong understanding of active portfolio management in public equities and/or fixed income, including portfolio construction, position sizing, trading dynamics and realised performance versus intended outcomes.
- Deep expertise in performance attribution, alpha analysis, active risk, factor analytics and trading cost or execution analysis.
- Advanced capability with portfolio analytics and performance measurement platforms such as Barra, FactSet, Bloomberg PORT, Aladdin or Wilshire, together with strong quantitative and data analysis skills.
- Knowledge of market indices, investment characteristics and classification schemes, as well as working familiarity with regulatory and compliance frameworks including GIPS standards.
- Experience of emerging AI tools in performance analysis, with the ability to turn complex analytical output into clear, commercially relevant insight for technical and non-technical audiences alike.
- Bachelor’s degree in a relevant discipline together with an appropriate professional qualification such as CFA, FRM, CIPM or CQF.
Head of Portfolio Analytics - eFinancialCareers employer: Jobs via eFinancialCareers
As a leading investment house with a global mandate, we pride ourselves on fostering a dynamic and collaborative work environment that empowers our employees to excel. Our commitment to professional development is evident through tailored growth opportunities and access to cutting-edge technology, ensuring that our team remains at the forefront of investment analytics. Located in a vibrant financial hub, we offer a unique blend of competitive benefits and a culture that values innovation, making us an exceptional employer for those seeking meaningful and rewarding careers in finance.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Head of Portfolio Analytics - eFinancialCareers
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Jobs via eFinancialCareers, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Jobs via eFinancialCareers.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Jobs via eFinancialCareers.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Jobs via eFinancialCareers, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Head of Portfolio Analytics - eFinancialCareers
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Jobs via eFinancialCareers want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Jobs via eFinancialCareers.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Jobs via eFinancialCareers will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Jobs via eFinancialCareers. Numbers speak louder than words!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Jobs via eFinancialCareers want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withJobs via eFinancialCareers.
