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For Companies At a Glance
- Tasks: Support portfolio management by implementing investment strategies and conducting risk analysis.
- Company: Join a globally renowned Asset Manager based in London, known for its innovative investment solutions.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a collaborative team that values your input and fosters a culture of excellence.
- Qualifications: Strong academic background and 3-6 years of relevant experience in portfolio analysis or fund management.
- Other info: Mason Blake is an equal opportunities employer, welcoming diverse applicants.
The predicted salary is between 28800 - 48000 £ per year.
Our client is a globally renowned Asset Manager who is looking to hire an Equity Portfolio Analyst. The position will be based in London and will work within their Investment Implementation Group providing support for their portfolio management activities.
Key Responsibilities
- Work alongside traders and the investment team to implement investment strategies across client portfolios.
- Interact with other teams throughout the firm.
- Contribute to the investment team on a bespoke basis through risk analysis, portfolio data reporting and analysis, exposure tracking, and custom portfolio management.
- Liaise with the technology department to further develop and enhance implementation and monitoring tools.
Minimum Requirements
- Strong academic credentials. Undergraduate and post-graduate degree or progression towards professional qualification, e.g., CFA, would be desirable.
- 3-6 years professional experience as gained in a similar role such as portfolio analyst, assistant portfolio manager, fund management accountant, or junior PM.
- Strong interest in equities is a must.
- Advanced analytical skills and strong interpersonal skills.
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.
Apply for this job
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Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Portfolio Analyst
✨Tip Number 1
Make sure to brush up on your knowledge of equity markets and investment strategies. Being able to discuss recent trends or specific stocks during an interview can really set you apart from other candidates.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who work as portfolio analysts or in similar roles. Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Familiarise yourself with the tools and software commonly used in portfolio management. If you can demonstrate proficiency in these technologies during your discussions, it will show that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss your analytical skills in detail. Be ready to provide examples of how you've used data analysis to inform investment decisions or improve portfolio performance in your previous roles.
We think you need these skills to ace Equity Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio analysis or fund management. Emphasise your analytical skills and any specific projects that demonstrate your ability to implement investment strategies.
Craft a Compelling Cover Letter: In your cover letter, express your strong interest in equities and how your background aligns with the responsibilities of the Equity Portfolio Analyst role. Mention any relevant qualifications like CFA progression and how they enhance your candidacy.
Highlight Interpersonal Skills: Since the role involves interaction with various teams, be sure to showcase your strong interpersonal skills. Provide examples of past experiences where you successfully collaborated with others to achieve common goals.
Showcase Analytical Expertise: Detail your advanced analytical skills by including specific tools or methodologies you have used in previous roles. This could include risk analysis techniques or portfolio data reporting methods that are relevant to the position.
How to prepare for a job interview at Mason Blake
✨Showcase Your Analytical Skills
As an Equity Portfolio Analyst, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've used data analysis in previous roles to inform investment decisions or improve portfolio performance.
✨Demonstrate Your Interest in Equities
Make sure to convey your passion for equities during the interview. Discuss recent market trends, your favourite stocks, or any personal investment experiences that highlight your enthusiasm and knowledge in this area.
✨Prepare for Technical Questions
Expect technical questions related to portfolio management and risk analysis. Brush up on key concepts and be ready to explain your thought process when it comes to implementing investment strategies and managing exposure.
✨Highlight Team Collaboration Experience
Since the role involves working closely with traders and other teams, share examples of successful collaborations from your past roles. Emphasise your interpersonal skills and how you’ve contributed to team success in a fast-paced environment.
