At a Glance
- Tasks: Analyse data and provide insights to support lending activities and decision-making.
- Company: Join a leading mortgage and savings company with a strong market presence.
- Benefits: Competitive salary, generous benefits, and hybrid working model.
- Other info: Opportunity for career growth in a dynamic and supportive environment.
- Why this job: Make an impact by translating complex data into actionable insights for stakeholders.
- Qualifications: Strong analytical skills and experience in financial services required.
The predicted salary is between 40500 - 49500 £ per year.
Portfolio Analyst Leicestershire/Hybrid Up to £45k depending on experience Do you have excellent attention to detail when it comes to data analysis, insights, reconciliation and reporting?
Ultimate Banking are partnering with an established, market leader in mortgages and savings as they seek a Portfolio Analyst to join their Strategic Planning and Customer propositions team.
In this key role, you will be supporting the successful delivery and oversight of the organisations lending activities, through detailed portfolio analytics, reporting, financial reconciliation and data assurance.
The Portfolio Analyst will ensure internal stakeholders have accurate, timely and meaningful information to support decision making, oversight and governance.
Duties will include: Support the effective oversight and performance management of the organisation inorganic lending portfolios.
Deliver accurate, timely and insightful portfolio analytics to support operational, commercial and strategic decision-making Ensure the integrity, accuracy and completeness of portfolio data through robust reconciliation, validation and assurance processes.
Analyse lending volumes, balances, profitability, yield, arrears, redemptions, customer outcomes and other relevant performance measures Translate complex data into clear commentary, visual reporting and actionable insight for stakeholders
The successful individual will possess: Strong analytical experience within financial services.
Previous experience/exposure in financial reconciliation, accounting control or finance operations processes.
Experience producing management information, performance reporting and analytical commentary for senior stakeholders Power BI experience would be highly desirable.
Our client offers a hybrid approach to the working week, with 2 days based at head office and the remainder working remotely.
They offer a competitive salary, along with a generous benefit package.
If this sounds like your next role, we would love to hear from you.
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Portfolio Analyst in Leicester employer: Ultimate Banking
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StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analyst in Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ultimate Banking. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Analyst in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ultimate Banking.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ultimate Banking's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ultimate Banking
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ultimate Banking.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ultimate Banking will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ultimate Banking employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
