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- Tasks: Manage currency exposures and optimise collateral in a dynamic investment environment.
- Company: Join a leading global asset management firm with a strong reputation in the finance industry.
- Benefits: Enjoy competitive pay, potential remote work options, and opportunities for professional growth.
- Other info: Ideal for those passionate about finance and eager to make a difference in investment strategies.
- Why this job: Be part of a collaborative team that values innovation and offers impactful work in financial markets.
- Qualifications: 2-5 years in cash and FX management; strong analytical skills and advanced Excel proficiency required.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a global asset management firm is seeking to hire a Portfolio Analyst to join the Investment Treasury Management team. The purpose of the role is to manage currency exposures, excess cash and help optimise collateral and margin.
Key Responsibilities:
- Managing and rebalance currency exposures across a wide range of portfolios in response to events such as cash flows, active trades, benchmark change, market price movements
- Hedging portfolio currency risk and portfolio currency exposure risk
- Managing FX trade orders, ensuring efficient execution
- Oversight of cash flows, and managing the rebalancing of portfolios in a timely and effective manner
- Liaise with Investment Operations, Research and Compliance teams to improve processes and minimise operational risks
Ideal Candidate Profile:
- 2-5 years’ work experience in a similar role in relation to cash and FX management
- Solid understanding of foreign exchange instruments and derivatives
- Strong analytical skills
- Advanced Excel with coding skills in Python or VBA beneficial
- Excellent attention to detail
- Strong interpersonal and communication skills
- Keen interest in financial markets
- Ability to work well under pressure with excellent attention to detail
Apply for this job #J-18808-Ljbffr
Portfolio Analyst employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in foreign exchange and derivatives. Being well-versed in current market conditions will not only boost your confidence but also demonstrate your keen interest in financial markets during interviews.
✨Tip Number 2
Brush up on your analytical skills by working on real-world case studies or simulations related to currency management. This practical experience can help you articulate your thought process and problem-solving abilities effectively.
✨Tip Number 3
Network with professionals in the asset management field, especially those who work in roles similar to a Portfolio Analyst. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Prepare to discuss your experience with Excel and any coding skills you have in Python or VBA. Be ready to provide examples of how you've used these tools to optimise processes or analyse data in previous roles.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in cash and FX management. Emphasise your analytical skills and any specific projects where you've managed currency exposures or optimised collateral.
Craft a Compelling Cover Letter: In your cover letter, express your keen interest in financial markets and how your background aligns with the responsibilities of the Portfolio Analyst role. Mention your experience with FX trade orders and collaboration with other teams.
Showcase Technical Skills: If you have advanced Excel skills or coding experience in Python or VBA, make sure to highlight these in both your CV and cover letter. Provide examples of how you've used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Attention to detail is crucial for this role, so ensure your documents are polished and professional.
How to prepare for a job interview at Mason Blake
✨Showcase Your Analytical Skills
As a Portfolio Analyst, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've used data analysis in previous roles, particularly in relation to cash and FX management.
✨Demonstrate Your Knowledge of FX Instruments
Make sure you have a solid understanding of foreign exchange instruments and derivatives. Brush up on recent trends and be ready to discuss how they impact portfolio management.
✨Highlight Your Technical Proficiency
Since advanced Excel skills and coding knowledge in Python or VBA are beneficial, be ready to talk about your experience with these tools. Consider preparing a brief example of a project where you utilised these skills.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to manage currency exposures and rebalancing portfolios under pressure. Think through potential scenarios and how you would handle them effectively.