Portfolio Monitoring Associate – Boutique Asset Manager (Paris based)

Stephen Bell Associates; Paris; Sur place; EUR 45 000 - 65 000; Plein temps

Résumé du poste

A successful boutique asset manager is seeking a Portfolio Monitoring Associate in Paris. This role requires strong analytical skills, asset management experience, and bilingual proficiency in French and English. You will assist in portfolio performance analysis, implement data-driven solutions, and support regulatory reporting. The ideal candidate should have proficiency in Python and a keen interest in financial markets. This is an opportunity to contribute to the entrepreneurial culture of the firm.

Qualifications

• Bilingual in French and English.
• Experience in portfolio monitoring, performance, and client reporting.
• Knowledge of UCITS funds.

Responsabilités

• Assist with portfolio performance analysis and risk reviews.
• Implement quantitative solutions for analytical improvements.
• Help produce factsheets and regulatory reports.
• Support analysis and new product creation.
• Conduct due diligence on delegated sub-managers.

Connaissances

Bilingual (French and English)

Team player

Asset management experience

Strong quantitative skills

Excellent accuracy/attention to detail

Verbal communication skills

Project management

Outils

Python

Description du poste

Our client is a successful boutique asset manager with a strong investment proposition and an entrepreneurial culture.

They are hiring a Paris based Portfolio Monitoring Associate, reporting into the Chief Investment Officer.

Key responsibilities include:

• assist the Chief Investment Officer with reviewing and analysis of portfolio performances and risks
• help to implement robust quantitative solutions to improve the existing analytical framework
• leverage data from internal and external databases as well as third-party providers
• assist with monthly production of factsheets and regulatory reporting
• support with the analysis and creation of new products/sub-funds
• undertake due diligence on delegated sub-managers and keep up-to date with industry trends and advancements in investment/data analytics to continually enhance skills and knowledge.

The successful candidate will be bilingual (French and English), a team player, possess asset management experience gained in portfolio monitoring/performance/client reporting, knowledge of UCITS funds, strong quantitative and analytical skills, excellent accuracy/attention to detail, demonstrable experience of Phython, a keen interest in financial markets, excellent verbal communication skills and the ability to manage projects and meet multiple deadlines.

Please note that working knowledge of Phython is essential.