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- Tasks: Support portfolio analytics and investment decision-making using Excel, Python, and Power BI.
- Company: Leading global investment firm with a focus on data-driven insights.
- Benefits: Competitive salary, bonuses, hybrid work model, and strong career growth opportunities.
- Why this job: Join a dynamic team and make an impact in the world of finance and investments.
- Qualifications: 2-4 years in a data-heavy analytical role; advanced Excel, Power BI, and Python skills required.
- Other info: Gain exposure across a global investment platform and enhance your analytical skills.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a global investment firm that is hiring an Associate to support portfolio analytics, investment decision-making and reporting across the business. This is a data-driven role suited to someone with strong commercial understanding and the technical ability to work deeply with complex portfolio data.
Working closely with a senior Portfolio Data & Analytics lead, you will maintain and validate core portfolio data, run recurring updates and integrity checks, and resolve data issues as they arise. You will analyse large datasets to support portfolio attribution, post-deal analysis, performance monitoring and IR reporting, using tools such as Excel, Power BI, Power Query and SQL/Python. You will also help build and improve dashboards, models and analytical tools, and present clear, well-structured insights to investment and stakeholder teams.
The firm is looking for someone with 2–4 years’ experience in a data-heavy analytical role within financial services, asset management, or a similar environment. You should have strong academics, advanced Excel skills, experience with Power BI, and working knowledge of Python. A solid understanding of portfolio and investment concepts, strong attention to detail and the ability to communicate analysis are highly desirable.
The role offers a competitive salary and bonus, strong long-term career prospects, and exposure across a global investment platform, with a hybrid working model.
Portfolio Analytics Associate (Excel/ Python/ Power BI required) - Leading Investment Firm in City of London employer: Mondrian Alpha
Contact Detail:
Mondrian Alpha Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analytics Associate (Excel/ Python/ Power BI required) - Leading Investment Firm in City of London
✨Tip Number 1
Network like a pro! Reach out to connections in the investment sector, especially those who work with portfolio analytics. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your Excel, Power BI, and Python projects. This not only highlights your technical abilities but also gives you something tangible to discuss during interviews.
✨Tip Number 3
Prepare for the interview by brushing up on common portfolio analytics questions. Think about how you've used data to drive decisions in past roles and be ready to share specific examples.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Portfolio Analytics Associate (Excel/ Python/ Power BI required) - Leading Investment Firm in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Excel, Python, and Power BI. We want to see how your skills align with the role, so don’t be shy about showcasing your data-heavy analytical experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about portfolio analytics and how your background makes you a great fit for the team. Keep it concise but impactful!
Showcase Your Analytical Skills: In your application, mention specific projects or experiences where you’ve used data analysis to drive decisions. We love seeing real-world examples of how you’ve tackled complex data challenges!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Mondrian Alpha
✨Know Your Tools Inside Out
Make sure you’re well-versed in Excel, Power BI, and Python. Brush up on advanced functions in Excel and be ready to discuss how you've used these tools in past roles. Prepare examples of dashboards or models you've built, as this will show your practical experience.
✨Understand Portfolio Concepts
Familiarise yourself with key portfolio and investment concepts. Be prepared to discuss how you’ve applied these concepts in your previous roles. This will demonstrate your commercial understanding and ability to contribute to investment decision-making.
✨Prepare for Data Analysis Questions
Expect questions that test your analytical skills. Practice explaining your thought process when analysing large datasets. You might be asked to solve a hypothetical data issue, so think through how you would approach it logically and methodically.
✨Communicate Clearly and Confidently
Since presenting insights is part of the role, practice articulating your analysis clearly. Use structured frameworks to present your findings, and don’t shy away from discussing how you’ve communicated complex data to non-technical stakeholders in the past.
