Portfolio Analyst

• Work in collaboration with Portfolio Managers to offer meaningful analysis and support to successfully manage a suite of portfolios, including assisting in portfolio construction and ensuring accurate execution of instructions.
• Develop an understanding of market dynamics, portfolio construction, and investment management.
• Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers' instructions are executed accurately and in a timely manner.
• Alongside the Portfolio Managers and Investment Research Teams, analyse and monitor exposures and risks on an ongoing basis.
• Provide portfolio analytics services, including interpreting and analysing report results, conducting data interrogation, and generating client reports.
• Maintain accurate and up-to-date portfolios on internal systems.
• Retrieve, validate, reconcile, and analyse data for reporting purposes.
• Produce required collateral for portfolio review meetings and communicate with stakeholders regarding portfolio queries.
• Develop an understanding of the market risks and tools.
• Actively engage with portfolio managers and senior management to identify, manage, and mitigate factors influencing risk and performance.
• Augment/enhance the production of various investment risk and performance reporting measures internally and externally.
• Continuously evaluate and enhance investment risk and performance functions and systems.
• Assist with GIPS preparation and composite reporting process.
• Respond to ad hoc quantitative/risk-return queries and analyses.
• Collaborate with key stakeholders and provide ad hoc analyses, suggestions, and support.
• Contribute to process improvement and automation.

• Numerically orientated degree (BBusSci / BCom Actuarial, Quantitative Management) / (BSc (Mathematics, Statistics).
• FRM, CQF, CIPM or CFA (or studying towards) a distinct advantage.
• Excellent understanding of financial instruments and markets
• Passion and love for financial markets
• Accuracy and superb attention to detail
• Strong MS Excel and data analysis
• Excellent client service skills
• Highly analytical
• Effective communication skills.
• Takes ownership of assigned tasks.
• Ability to organise and prioritise workload.
• Ability to produce accurate and timely work.
• Proactive team player.
• Ability to build relationships.
• Actively seeks to enhance own expertise and knowledge.
• Demonstrates drive and commitment to self-development.
• Alignment to company values.

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