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- Tasks: Support portfolio analytics and investment decision-making using Excel, Power BI, and Python.
- Company: Join a 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: Make an impact in finance by analysing complex data and presenting insights to stakeholders.
- Qualifications: 2-4 years in a data-heavy role, advanced Excel, Power BI, and Python skills required.
- Other info: Dynamic environment with exposure to global investment strategies.
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 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 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 are proactive about their job search!
We think you need these skills to ace Portfolio Analytics Associate (Excel/ Python/ Power BI required) - Leading Investment Firm in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Analytics Associate role. Highlight your experience with Excel, Python, and Power BI, and showcase any relevant projects or achievements that demonstrate your analytical skills.
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 aligns with the firm's needs. Be sure to mention your understanding of investment concepts and your attention to detail.
Showcase Your Technical Skills: Since this role is data-driven, don’t shy away from showcasing your technical skills. Include specific examples of how you've used Excel, Power BI, or Python in past roles to solve problems or improve processes.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Mondrian Alpha
✨Master Your Technical Skills
Make sure you're comfortable with Excel, Power BI, and Python before the interview. Brush up on your data analysis techniques and be ready to discuss how you've used these tools in past roles. You might even want to prepare a few examples of projects where you successfully analysed large datasets.
✨Know Your Portfolio Concepts
Since this role is all about portfolio analytics, ensure you have a solid grasp of investment concepts and terminology. Be prepared to explain how you would approach portfolio attribution or performance monitoring. This will show that you not only have the technical skills but also the commercial understanding needed for the job.
✨Prepare for Scenario Questions
Expect questions that ask you to solve hypothetical problems or analyse case studies. Practice articulating your thought process clearly and logically. This will demonstrate your analytical thinking and problem-solving abilities, which are crucial for this role.
✨Showcase Your Communication Skills
You'll need to present insights to various teams, so practice explaining complex data in simple terms. Think of examples where you've had to communicate your findings effectively. This will highlight your ability to convey important information to stakeholders, which is key in this position.
