Treasury Markets Portfolio Analyst
Treasury Markets Portfolio Analyst

Treasury Markets Portfolio Analyst

Glasgow Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Analyze property loan portfolios and manage investor relations in a fast-paced financial environment.
  • Company: LendInvest is the UK's leading FinTech platform, simplifying property finance for everyone.
  • Benefits: Enjoy hybrid work, competitive salary, 25 days holiday, private healthcare, and more perks.
  • Why this job: Join a dynamic team, make an impact, and grow your career in a supportive culture.
  • Qualifications: Ideal for graduates with 2-3 years of experience in finance and strong analytical skills.
  • Other info: We value diversity and foster a culture of belonging at LendInvest.

The predicted salary is between 36000 - 60000 £ per year.

LendInvest is the UK’s leading FinTech platform for property finance. Over the past 17 years, we have grown from just our two founders to a team of over 200 working to make property finance simple for everyone.

A workplace culture built around trying new things, getting things done, and having fun while we do it has helped us lend more than £7.5 billion of mortgages, put thousands of new or improved homes into the UK housing market, and successfully launch on the London Stock Exchange. We have big plans to continue growing the business, our products, our technology, and our people.

About the Role

We’re on the lookout for a highly analytical, detail-driven professional Treasury Markets Portfolio Analyst to join our dynamic team and make an impact in a fast-paced financial environment.

This role is perfect for an ambitious graduate with a strong quantitative background who’s eager to apply their skills in the world of financial services. We’re looking for someone with 2-3 years of experience and a solid understanding of loan or mortgage products, ideally gained within a bank, credit provider, rating agency, lending platform, or financial institution.

About your work

  • Portfolio Analysis & Funding Optimisation – Analyse property loan portfolios to maximise funding efficiency by strategically allocating assets across multiple funding sources.

  • Investor Relations & Reporting – Cultivate and strengthen relationships with institutional investors while streamlining processes to ensure seamless reporting.

  • Operational & Account Management – Take ownership of the day-to-day management of institutional investor accounts, acting as the primary contact for operational queries.

  • Strategic Treasury Support – Work closely with the Director of Treasury Markets on capital allocation strategies, scenario modelling, and lending margin analysis.

  • Presentation & Communication – Develop pitch decks and presentations for both internal and external stakeholders.

  • Risk & ALCO Reporting – Assist in the preparation of key treasury risk and Asset-Liability Committee (ALCO) reports.

About you

  • Technically adept, with strong Excel skills (working knowledge of logical functions, statistical analysis; VBA/Macro experience a plus).

  • Data-driven, comfortable working with large datasets and transforming them into meaningful analysis.

  • Confident communicator, particularly when interacting with investors.

  • Meticulous and structured thinker, with excellent writing skills and an exceptional eye for detail.

  • Educational background – University graduate with a degree in Mathematics, Economics, Finance, Investment, or another quantitative discipline.

  • Proactive & adaptable, capable of thriving in a fast-paced environment and aligning with broader company objectives.

  • Strategic mindset, able to balance personal KPIs with a team-first approach and a strong commitment to risk excellence.

  • Financial acumen, with demonstrable experience in financial analysis.

Desirable Experience

  • Experience working in a specialist lender, a Financial Institutions Group within a bank, or a corporate finance team advising lenders.

Why Join Us?

We believe in rewarding hard work and fostering a supportive environment. Here’s a glimpse of what we offer:

  • Competitive salary + company bonus scheme
  • Hybrid working policy (3 days in the office / 2 days from home)
  • 25 days holiday (increasing with the length of service)
  • Private healthcare
  • Enhanced parental leave
  • Matched pension contributions up to 4%
  • Critical illness cover
  • Employee Assistance Programme & Mental Health support
  • Life assurance
  • Regular performance reviews to promote a culture of growth and development
  • Leadership training for managers
  • Give as you earn scheme for charitable donations
  • Support for attending conferences and professional learning & development
  • Discounts via Perkbox
  • Cycle to work scheme
  • Season ticket loan
  • Electric car loan scheme
  • Monthly socials & annual offsite

Diversity, Inclusion & Belonging at LendInvest

At LI we believe in bringing your whole selves to work, we are committed to a culture of belonging where individuals can form a genuine community. We are proud to be an equal opportunities employer and are committed to building a team that represents a variety of backgrounds, perspectives and skills.

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Treasury Markets Portfolio Analyst employer: LendInvest

At LendInvest, we pride ourselves on being the UK’s leading FinTech platform for property finance, offering a vibrant workplace culture that encourages innovation, collaboration, and enjoyment. As a Treasury Markets Portfolio Analyst, you will benefit from a competitive salary, hybrid working options, and extensive professional development opportunities, all while contributing to our mission of simplifying property finance and making a meaningful impact in the housing market.
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Contact Detail:

LendInvest Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Treasury Markets Portfolio Analyst

✨Tip Number 1

Familiarize yourself with the specific loan and mortgage products that LendInvest offers. Understanding their unique features and how they fit into the broader market will help you stand out during interviews.

✨Tip Number 2

Brush up on your Excel skills, especially in areas like statistical analysis and logical functions. Being able to demonstrate your proficiency in handling large datasets will be crucial for this role.

✨Tip Number 3

Prepare to discuss your experience with investor relations. Think of examples where you've successfully communicated complex financial information to stakeholders, as this will be key in your role.

✨Tip Number 4

Showcase your strategic thinking abilities by preparing insights or analyses related to capital allocation strategies. This will demonstrate your proactive mindset and alignment with the company's objectives.

We think you need these skills to ace Treasury Markets Portfolio Analyst

Analytical Skills
Attention to Detail
Financial Analysis
Excel Proficiency
Data Analysis
Communication Skills
Presentation Skills
Portfolio Management
Risk Management
Operational Management
Strategic Thinking
Problem-Solving Skills
Adaptability
Investor Relations

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Treasury Markets Portfolio Analyst position. Make sure you understand the key responsibilities and required skills, as this will help you tailor your application effectively.

Highlight Relevant Experience: In your CV and cover letter, emphasize any experience you have in portfolio analysis, financial services, or working with loan products. Be specific about your achievements and how they relate to the role at LendInvest.

Showcase Analytical Skills: Since the role requires strong analytical abilities, provide examples of how you've used data analysis in previous roles. Mention any relevant tools or software you are proficient in, especially Excel and any experience with VBA/Macro.

Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to work at LendInvest and how your background aligns with their mission to simplify property finance.

How to prepare for a job interview at LendInvest

✨Showcase Your Analytical Skills

As a Treasury Markets Portfolio Analyst, your analytical abilities are crucial. Be prepared to discuss specific examples of how you've used data analysis in previous roles, especially in relation to loan or mortgage products.

✨Demonstrate Financial Acumen

Highlight your understanding of financial concepts and your experience with financial analysis. Discuss any relevant projects or tasks that showcase your ability to analyze portfolios and optimize funding strategies.

✨Communicate Confidently

Since the role involves investor relations, practice articulating your thoughts clearly and confidently. Prepare to explain complex financial concepts in simple terms, as you may need to present to both internal and external stakeholders.

✨Prepare for Scenario Modelling Questions

Expect questions related to capital allocation strategies and scenario modelling. Brush up on your knowledge of these areas and be ready to discuss how you would approach different financial scenarios.

Treasury Markets Portfolio Analyst
LendInvest
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  • Treasury Markets Portfolio Analyst

    Glasgow
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-03-28

  • L

    LendInvest

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