Global Equity Portfolio Analyst - Front Office

Mason Blake; London; On-site; GBP 45,000 - 70,000; Full time

Job summary

An established industry player in asset management is seeking a Global Equity Portfolio Analyst to join their dynamic front office team. In this pivotal role, you will support Portfolio Managers and Equity Analysts in analyzing the investment universe, conducting portfolio analysis, and providing insights to enhance portfolio construction. The ideal candidate will possess a strong academic background in Mathematics or Finance, complemented by 2-5 years of relevant asset management experience. This opportunity offers a competitive salary and bonus structure, along with the chance to contribute to a growing firm in a collaborative environment. If you are passionate about finance and eager to make a significant impact, this role is for you.

Qualifications

• Excellent academic record in Mathematics, Statistics, Computer Science, or Finance.
• 2-5 years asset management experience in portfolio analytics or equity risk.

Responsibilities

• Support Portfolio Managers in constructing portfolios and conducting analysis.
• Screen investment universe and provide investment recommendations.

Skills

Mathematics

Statistics

Computer Science

Finance

Asset Management

Portfolio Analytics

Equity Risk

Advanced Excel

VBA Programming

CFA

Education

Degree in Mathematics

Degree in Statistics

Degree in Computer Science

Degree in Finance

Tools

Excel

VBA

Job description

Global Equity Portfolio Analyst – Front Office

Job details

Location

London

Date Posted

29 September 2019

Category

Investment

Job Type

Job ID

J17263

Competitive Salary + bonus

Description

Our Client, a boutique Asset Manager with a growing presence in London is currently looking to hire a Portfolio Analyst for a front office role within their global equities investment team.

The successful candidate will report directly to the Head of Global Equities and support a small team of Portfolio Managers and Equity Analysts. This role will involve the analysing/screening investment universe, pre-trade modelling, support for constructing portfolios and general portfolio analysis.

Main Duties

• Provide support to Portfolio Managers construct portfolios and conduct portfolio analysis to enhance portfolio construction insights
• Screen investment universe of stocks to highlight stocks worthy of deeper fundamental research
• Provide investment recommendations based on quant factor models
• Maintain the buy-list of stocks
• Portfolio analysis and pre-trade modelling
• Planning of papers for regular team meeting rotation
• Data analysis and incorporation of external data sources to increase insights

Essential Skills and Experience:

• Excellent academic record; Mathematics, Statistics, Computer Science or Finance related degree
• 2-5 years asset management experience; preferably in a portfolio analytics or equity risk function
• Understanding of risk factors, risk reporting calculations
• Advanced Excel with programming experience in VBA desirable
• Working towards CFA preferable
• Team player

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

Apply for this job