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For Companies At a Glance
- Tasks: Provide top-notch oversight for investment funds and support your team with admin tasks.
- Company: Join a dynamic firm that values collaboration and growth.
- Benefits: Enjoy a hybrid work model, competitive salary, and career development opportunities.
- Other info: Perfect for those looking to thrive in a fast-paced, supportive environment.
- Why this job: Kickstart your career in finance while making a real impact on client success.
- Qualifications: Strong organisational skills and a knack for detail are essential.
The predicted salary is between 30000 - 40000 £ per year.
Join us as a Portfolio Analytics Analyst. We’ll look to you to provide a high quality depositary and trustee oversight service for the unit trusts and open-ended investment companies. You’ll be supporting technical analysts and team managers by completing administrative activities. This is an opportunity for you to develop your career in a supportive and collaborative environment.
What you'll do:
- Complete a variety of administration tasks while maintaining communication and reporting to your team manager and the wider function.
- Deputise for and assist technical analysts.
- Take ownership of client queries through to resolution.
- Report trends and recurring issues to technical analysts.
- Work collaboratively with your colleagues.
The skills you'll need:
- Ability to plan and organise your workload to support team targets.
- Knowledge of the regulated collective investment scheme environment.
- Beneficial to have knowledge of Liquidity Risk Management and Derivative Instruments.
- Ability to interpret information delivered through multiple mediums.
- Experience of working well under pressure.
- Strong attention to detail.
- Excellent numeracy and technology skills, with the ability to use Microsoft Office.
- Ability and aptitude to learn new skills.
Hours: 35
Job Posting Closing Date: 19/05/2026
Ways of Working: Hybrid
Portfolio Analytics Analyst in Edinburgh employer: NatWest Group
Contact Detail:
NatWest Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analytics Analyst in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and the role. Understand their values and how your skills as a Portfolio Analytics Analyst can contribute. This will help you stand out and show that you're genuinely interested.
✨Tip Number 3
Practice your responses to common interview questions. Think about how your experience aligns with the responsibilities of the role, especially around client queries and teamwork. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Portfolio Analytics Analyst in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Analytics Analyst role. Highlight relevant experience and skills that match the job description, like your ability to manage client queries and your knowledge of the investment scheme environment.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention your teamwork skills and attention to detail!
Showcase Your Skills: In your application, be sure to showcase your numeracy and technology skills. Mention any experience with Microsoft Office or similar tools, as these are crucial for the role. We love seeing candidates who can demonstrate their technical abilities!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at NatWest Group
✨Know Your Numbers
As a Portfolio Analytics Analyst, you'll be dealing with data and trends. Brush up on your numeracy skills and be ready to discuss how you've used data to solve problems in the past. Prepare examples that showcase your analytical abilities.
✨Master the Basics of Investment Schemes
Familiarise yourself with the regulated collective investment scheme environment. Understand key concepts like Liquidity Risk Management and Derivative Instruments. This knowledge will not only impress your interviewers but also show that you're serious about the role.
✨Showcase Your Team Spirit
Collaboration is key in this role. Be prepared to share examples of how you've worked effectively in teams. Highlight any experiences where you’ve supported colleagues or taken ownership of client queries, as this aligns perfectly with what they’re looking for.
✨Stay Calm Under Pressure
The ability to work well under pressure is crucial. Think of situations where you’ve successfully managed tight deadlines or challenging tasks. Share these stories during your interview to demonstrate your resilience and organisational skills.