Portfolio Analytics Analyst
Portfolio Analytics Analyst

Portfolio Analytics Analyst

Entry level 30000 - 40000 £ / year (est.) No home office possible
NatWest Group

At a Glance

  • Tasks: Provide top-notch oversight for investment funds and support your team with admin tasks.
  • Company: Join a dynamic firm focused on collaborative growth and innovation.
  • Benefits: Gain valuable experience, develop skills, and enjoy a supportive work culture.
  • Other info: Perfect for those eager to learn and thrive in a fast-paced environment.
  • Why this job: Kickstart your career in finance while making a real impact on client success.
  • Qualifications: Strong organisational skills and a keen eye 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.

Portfolio Analytics Analyst employer: NatWest Group

As a Portfolio Analytics Analyst, you will thrive in a dynamic and collaborative environment that prioritises employee growth and development. Our company offers comprehensive training programmes, a supportive team culture, and the opportunity to engage with industry experts, all while working in a location that fosters innovation and professional advancement. Join us to be part of a forward-thinking organisation that values your contributions and encourages meaningful career progression.
NatWest Group

Contact Detail:

NatWest Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Analytics Analyst

✨Tip Number 1

Network like a pro! Reach out to current employees in similar roles or departments on LinkedIn. A friendly chat can give you insider info and might even lead to a referral.

✨Tip Number 2

Prepare for the interview by practising common questions related to portfolio analytics. Think about how your skills in organisation and attention to detail can shine through in your answers.

✨Tip Number 3

Showcase your tech skills! Be ready to discuss how you've used Microsoft Office or any other relevant tools in past roles. This will highlight your ability to adapt and learn new skills.

✨Tip Number 4

Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re a perfect fit!

We think you need these skills to ace Portfolio Analytics Analyst

Client Query Resolution
Reporting Skills
Collaboration
Planning and Organising
Knowledge of Regulated Collective Investment Schemes
Liquidity Risk Management
Derivative Instruments
Information Interpretation
Ability to Work Under Pressure
Attention to Detail
Numeracy Skills
Technology Skills
Microsoft Office Proficiency
Learning Aptitude

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Portfolio Analytics Analyst role. Highlight any relevant experience in administration, client queries, and teamwork to show us you’re the right fit!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your background aligns with our needs. Don’t forget to mention your knowledge of the regulated collective investment scheme environment!

Showcase Your Attention to Detail: As a Portfolio Analytics Analyst, attention to detail is key. Make sure your application is free from typos and errors. This will demonstrate your ability to maintain high standards in your work, which we value at StudySmarter.

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 don’t miss out on any important updates during the process!

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.

✨Understand the Industry

Familiarise yourself with the regulated collective investment scheme environment. Research current trends in Liquidity Risk Management and Derivative Instruments. This knowledge will not only impress your interviewers but also show your commitment to 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 to demonstrate your teamwork and communication skills.

✨Stay Calm Under Pressure

The job may involve working under pressure, so think of situations where you've successfully managed stress. Share strategies you use to stay organised and focused, especially when juggling multiple tasks. This will show your potential employer that you can handle the demands of the role.

Portfolio Analytics Analyst
NatWest Group

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