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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.
- Benefits: Gain exposure to diverse teams and enhance your analytical skills.
- Why this job: Be part of a dynamic investment team and contribute to impactful financial decisions.
- Qualifications: Strong academic background with 3-6 years in a similar role; CFA progression is a plus.
- Other info: Mason Blake promotes equal opportunities and welcomes diverse applicants.
The predicted salary is between 43200 - 72000 £ 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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Equity Portfolio Analyst employer: Mason Blake
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 familiarize yourself with the latest trends and developments in equity markets. This knowledge will not only help you during interviews but also demonstrate your genuine interest in equities, which is a must for this role.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who work as portfolio analysts or in similar roles. Engaging with them can provide valuable insights and potentially lead to referrals that could enhance your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've contributed to investment strategies or portfolio management in your previous roles. Highlighting your analytical skills and teamwork will be crucial in showcasing your fit for the position.
✨Tip Number 4
Stay updated on the technology tools used in portfolio management and implementation. Being able to discuss how you can leverage technology to enhance monitoring and reporting will set you apart from other candidates.
We think you need these skills to ace Equity Portfolio Analyst
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your professional experience in roles similar to an Equity Portfolio Analyst. Detail your responsibilities and achievements in portfolio management, risk analysis, and any relevant analytical work.
Showcase Your Academic Credentials: Clearly outline your academic qualifications, including your undergraduate and post-graduate degrees. If you are pursuing a professional qualification like the CFA, mention this as well to demonstrate your commitment to the field.
Demonstrate Analytical Skills: Provide specific examples of how you've used advanced analytical skills in previous roles. This could include data reporting, exposure tracking, or any custom portfolio management tasks you've undertaken.
Tailor Your Application: Customize your cover letter and CV to reflect the key responsibilities mentioned in the job description. Show how your skills align with the needs of the investment team and your ability to collaborate with other departments.
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 express your passion for equities during the interview. Discuss recent market trends or specific stocks you find interesting, and explain why they catch your attention. This will show your enthusiasm and knowledge in the field.
✨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 how you've successfully collaborated in past positions. Emphasize your interpersonal skills and ability to communicate effectively across departments.
