Portfolio Analyst

Portfolio Analyst

London Full-Time 48000 - 63000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support senior leaders in managing and reporting on project performance.
  • Company: Join a rapidly growing company with a large change portfolio.
  • Benefits: Competitive salary and exceptional career development opportunities.
  • Why this job: Gain exposure to senior stakeholders and enhance your skills in a dynamic environment.
  • Qualifications: Strong Excel skills, tech-savvy, and background in trading or fintech required.
  • Other info: Ideal for self-starters eager to learn and make an impact.

The predicted salary is between 48000 - 63000 £ per year.

The successful Portfolio Analyst will be supporting SVP of Portfolio Management and Delivery. The person will have a very wide influence across the business, with exceptional opportunities to learn and develop their career at pace. The company is uniquely positioned to grow and the change portfolio is large and expanding.

About the Role

• Liaising with very senior stakeholders across the Trading business and technology functions

• Monitoring and reporting programme and project portfolio performance as well as benefits realisation

• Working with KPI owners to compile Trading IT delivery performance reports

• Interpersonal skills and teamwork; skilled at building productive working relationships across a business (Front, Middle and Back offices)

Package – £80,000 – £105,000

Key Skills

Strong with spreadsheets (Excel), advanced skills, able to drive improvement. Ability to work in a fast-paced commercial environment. Self-starter. Demonstration of strong ability to pick up new tech quickly – Azure Devops (or Jira). Power bi or Tableau would be great.

Background in Commodity Trading, Capital Markets, or Fintech.

Portfolio Analyst employer: Lorien Global

As a Portfolio Analyst at our company, you will be part of a dynamic and innovative environment that fosters professional growth and development. With a competitive salary package and the opportunity to work closely with senior stakeholders across various functions, you will gain invaluable experience while contributing to our expanding change portfolio. Our collaborative work culture encourages teamwork and the sharing of ideas, making it an excellent place for self-starters looking to make a meaningful impact in the fast-paced world of Trading and technology.
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Contact Detail:

Lorien Global Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Analyst

✨Tip Number 1

Familiarize yourself with the key stakeholders in the Trading business and technology functions. Understanding their roles and how they interact will help you build productive working relationships, which is crucial for a Portfolio Analyst.

✨Tip Number 2

Brush up on your Excel skills, especially advanced functions and data analysis techniques. Being able to drive improvement through effective use of spreadsheets will set you apart from other candidates.

✨Tip Number 3

Gain a basic understanding of Azure DevOps or Jira, as these tools are essential for monitoring project performance. Showing that you can quickly pick up new tech will demonstrate your self-starter attitude.

✨Tip Number 4

If you have experience with Power BI or Tableau, be ready to discuss how you've used these tools to visualize data and report on performance. This will highlight your ability to contribute to KPI reporting effectively.

We think you need these skills to ace Portfolio Analyst

Advanced Excel Skills
Data Analysis
Project Portfolio Management
Stakeholder Management
Interpersonal Skills
Teamwork
Performance Reporting
KPI Development
Self-Starter Attitude
Adaptability in Fast-Paced Environments
Familiarity with Azure DevOps or Jira
Experience with Power BI or Tableau
Knowledge of Commodity Trading
Understanding of Capital Markets
Fintech Industry Knowledge

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management, trading, and technology. Emphasize your advanced Excel skills and any experience with Azure DevOps, Jira, Power BI, or Tableau.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how your background in commodity trading or capital markets aligns with the responsibilities of the Portfolio Analyst position.

Highlight Interpersonal Skills: Since the role involves liaising with senior stakeholders, showcase your interpersonal skills and ability to build productive working relationships. Provide examples from past experiences where you successfully collaborated across different teams.

Showcase Your Adaptability: Demonstrate your ability to quickly learn new technologies and adapt to fast-paced environments. Mention any instances where you successfully picked up new tools or processes in previous roles.

How to prepare for a job interview at Lorien Global

✨Showcase Your Analytical Skills

As a Portfolio Analyst, you'll need to demonstrate your strong analytical abilities. Be prepared to discuss specific examples of how you've used Excel or other tools to analyze data and drive improvements in previous roles.

✨Understand the Business Landscape

Familiarize yourself with the company's position in the Commodity Trading, Capital Markets, or Fintech sectors. Showing that you understand the industry and its challenges will impress your interviewers and demonstrate your commitment.

✨Highlight Your Interpersonal Skills

Since the role involves liaising with senior stakeholders, emphasize your interpersonal skills. Share examples of how you've built productive relationships across different teams and how you handle communication in a fast-paced environment.

✨Be Ready to Discuss Tech Proficiency

The job requires quick adaptation to new technologies like Azure DevOps or Jira. Be prepared to discuss your experience with these tools or similar ones, and express your eagerness to learn and adapt to new tech solutions.

Portfolio Analyst
Lorien Global
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  • Portfolio Analyst

    London
    Full-Time
    48000 - 63000 £ / year (est.)

    Application deadline: 2027-02-27

  • L

    Lorien Global

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