Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Curate and analyse portfolio data, providing insights to support investment decisions.
- Company: Established investment management firm in London with a collaborative culture.
- Benefits: Competitive salary, hybrid working model, and exposure to investment decision-making.
- Why this job: Join a dynamic team and shape data processes while making impactful contributions.
- Qualifications: Experience in portfolio analysis, strong SQL and Python skills, and a finance-related degree.
- Other info: Fast-paced environment with opportunities for continuous improvement and career growth.
The predicted salary is between 50000 - 70000 £ per year.
Location: London & Hybrid (4 days per week in the office)
Salary: £50,000 – £70,000 DOE
About the Business
Our client is a well-established investment management firm in London, managing assets across multiple strategies for institutional and private clients. With a disciplined, data-driven approach to portfolio management, the firm prioritises collaboration, investment rigor, and long-term outcomes.
This is a unique opportunity to join the investment team in a pivotal support role, providing analytical insight, data management, and operational continuity across the portfolio function.
The Role
We are seeking a Portfolio Analyst to act as a connective role within the investment team, supporting portfolio managers through data, analysis, and execution rather than direct deal activity. You will play a central role in ensuring continuity and resilience across core investment support processes, maintaining high-quality fund and portfolio data, producing actionable insights, and supporting both internal and client-facing reporting.
The role is ideal for someone highly analytical, collaborative, and motivated by solving complex portfolio questions, building tools, and automating processes using SQL and Python to improve decision-making.
Key Responsibilities
- Own and curate fund and portfolio data, ensuring consistency, usability, and reliability for downstream analysis and reporting.
- Produce analytical outputs to interpret portfolio behaviour, performance trends, and risk positioning at a fund level.
- Support capital deployment activity, including coordination around allocations and fund-level movements.
- Provide information and analysis to facilitate investment committee, senior management, and client-facing discussions.
- Play a role in external-facing information provision, including investor queries, due diligence exercises, and ad-hoc requests.
- Build and adapt analytical tools, models, and automation using SQL and Python to support forward-looking assessment, stress scenarios, and fund modelling.
- Partner with operational and finance teams to ensure portfolio activity, financing, and reporting are aligned and accurate.
- Contribute to the evolution of data infrastructure, controls, and documentation as the organisation scales.
- Engage in process redesign and automation initiatives to reduce manual intervention and improve insight generation.
Essential Skills & Experience
- Experience in a Portfolio Analyst, Investment Analyst, or similar role, preferably on the buy-side.
- Strong SQL and Python skills for data manipulation, analysis, and reporting.
- Experience managing and analysing fund-level data and portfolios.
- Strong understanding of portfolio analysis, performance measurement, and risk management.
- Advanced Excel skills; experience with investment analytics platforms or portfolio management systems advantageous.
- Highly analytical, with the ability to produce clear, actionable insights.
- Strong organisational skills and attention to detail.
- Excellent written and verbal communication skills; confident engaging with portfolio managers, operational teams, and clients.
- Degree in Finance, Economics, Mathematics, or a related discipline; CFA progress advantageous.
Personal Attributes
- Proactive and solution-oriented, with a desire to take ownership of processes and outputs.
- Comfortable working across teams and functions to deliver high-quality outcomes.
- Adaptable, able to manage competing priorities in a fast-paced environment.
- Curious and analytical, with a mindset for continuous improvement and automation using SQL and Python.
Benefits
- Salary £50,000 – £70,000 DOE.
- Hybrid working model with London office base (4 days in office).
- Exposure to portfolio managers, investment decision-making, and client reporting.
- Collaborative and supportive investment team environment.
- Opportunities to shape data processes, tools and reporting as the organisation scales.
Portfolio Analyst in London employer: Oscar
Contact Detail:
Oscar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst in London
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those who work at firms you're interested in. A friendly chat can lead to insider info and even job referrals.
✨Tip Number 2
Show off your skills! If you’ve got SQL and Python chops, create a mini-project or analysis that showcases your abilities. Share it on LinkedIn or during interviews to impress potential employers.
✨Tip Number 3
Prepare for interviews by diving deep into the company’s portfolio strategies. Understand their approach and be ready to discuss how your analytical skills can contribute to their goals.
✨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 Analyst in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Analyst role. Highlight your experience with SQL and Python, as well as any relevant analytical skills. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about portfolio analysis and how you can contribute to our investment team. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills: In your application, don’t forget to showcase your analytical prowess. Mention specific projects or experiences where you've used data to drive decisions or improve processes. We’re all about that data-driven approach!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be directly in our system, making it easier for us to review your application. Let’s get started!
How to prepare for a job interview at Oscar
✨Know Your Data Inside Out
As a Portfolio Analyst, you'll be dealing with a lot of data. Make sure you understand the key metrics and trends in portfolio management. Brush up on your SQL and Python skills, and be ready to discuss how you've used them in past roles to analyse fund-level data.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical prowess during the interview. Bring examples of how you've produced actionable insights from complex data sets. Think about specific scenarios where your analysis led to improved decision-making or operational efficiency.
✨Communicate Clearly and Confidently
You'll need to engage with various teams and clients, so practice articulating your thoughts clearly. Prepare to explain your analytical findings in a way that's easy to understand, even for those who might not have a technical background.
✨Be Ready to Discuss Collaboration
This role is all about teamwork. Be prepared to talk about how you've worked with portfolio managers and operational teams in the past. Highlight any experiences where you contributed to process redesign or automation initiatives that improved outcomes.
