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For Companies At a Glance
- Tasks: Analyse investment portfolios and provide actionable insights to enhance decision-making.
- Company: Dynamic investment firm based in London with a collaborative culture.
- Benefits: Competitive salary, hybrid working model, and exposure to industry leaders.
- Why this job: Join a supportive team and shape data processes in a fast-paced environment.
- Qualifications: Degree in Finance, Economics, or Mathematics; analytical skills and communication prowess required.
- Other info: Great opportunities for career growth and continuous improvement using SQL and Python.
The predicted salary is between 40000 - 60000 £ per year.
Location: London
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 employer: Oscar
Contact Detail:
Oscar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Network like a pro! Reach out to portfolio managers and analysts on LinkedIn, join finance-related groups, and attend industry events. The more connections we make, the better our chances of landing that Portfolio Analyst role.
✨Tip Number 2
Show off your analytical skills! Prepare a mini-case study or analysis using SQL or Python to demonstrate your capabilities. We can share this during interviews to really impress potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors, focusing on common questions for Portfolio Analysts. This will help us articulate our thoughts clearly and confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive roles listed that you won’t find anywhere else.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with investment analytics platforms or portfolio management systems. We want to see how your skills align with the role, so don’t be shy about showcasing your analytical prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Portfolio Analyst position. Be sure to mention your degree and any CFA progress, as well as your proactive approach to problem-solving.
Showcase Your Communication Skills: Since this role involves engaging with portfolio managers and clients, we need to see your excellent written communication skills in action. Keep your application clear and concise, and don’t forget to proofread for any pesky typos!
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Oscar
✨Know Your Numbers
As a Portfolio Analyst, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and be ready to discuss how you've used investment analytics platforms or portfolio management systems in the past. Prepare examples that showcase your ability to produce actionable insights.
✨Communicate Clearly
Since you'll be engaging with portfolio managers and clients, practice articulating complex ideas in a simple way. Use clear, concise language and be prepared to explain your thought process behind your analyses. This will show your strong communication skills and confidence.
✨Show Your Proactive Side
Employers love candidates who take ownership. Think of instances where you identified a problem and took the initiative to solve it. Be ready to share these examples during your interview to highlight your proactive and solution-oriented mindset.
✨Embrace Adaptability
The role requires managing competing priorities in a fast-paced environment. Prepare to discuss how you've successfully navigated similar situations in the past. Highlight your adaptability and willingness to learn new tools, especially SQL and Python, to improve processes.
