Portfolio Analyst

The Opportunity Hub UK Ltd; Leeds; On-site; GBP 41,000 - 63,000; Full time

Benefits offered by this job

Salary £41,000-£62,500 (depending on经验

Annual bonus scheme

Company pension

Private medical insurance

Generous annual leave with flexible 办公

Leeds office-based role

Job summary

The Opportunity Hub UK Ltd in Leeds is seeking a mid-level Portfolio Analyst to shape the future of financial services for clients across Yorkshire. You will sit close to the numbers and the decision-makers, turning data into clear, actionable insights.

You'll monitor portfolio performance, build financial models, prepare client-facing reports and support asset allocation reviews, while staying compliant with evolving regulatory guidance.

Qualifications

• Three or more years working as a Portfolio Analyst or in a similar investment analysis role.
• Strong Excel and financial modelling skills. VBA or Python is a bonus, not a requirement.
• Solid grounding in portfolio theory, asset classes, and risk metrics.
• A relevant degree or progress towards a professional qualification such as IMC or CFA.
• The ability to explain complex analysis clearly, whether that's to a fund manager or a client who isn't a numbers person.
• Comfortable working to deadlines without cutting corners on accuracy.

Responsibilities

• Monitor and report on portfolio performance across a range of client mandates, flagging risk exposure before it becomes a problem
• Build and maintain financial models that support investment recommendations for the wider team
• Prepare client-facing reports that translate technical analysis into plain, useful commentary
• Work with portfolio managers to review asset allocation and rebalance where required
• Track regulatory changes affecting the firm's Financial Services obligations and update internal processes accordingly
• Support the onboarding of new investment products, including data validation and pricing checks

Skills

Excel

Financial modelling

Portfolio analysis

VBA

Python

Portfolio theory

Asset classes

Risk metrics

Communication

Education

Degree or IMC/CFA progress

Job description

An exceptional opportunity for a mid-level Portfolio Analyst to shape the future of Financial Services in Leeds.

Financial Services firms across Yorkshire are under pressure to prove their investment decisions hold up under scrutiny, from regulators and from clients who read the news. This established SME, based in Leeds, has built its reputation on getting that analysis right. They need a Portfolio Analyst who can sit close to the numbers and close to the people making decisions with them.

Here's what you'll be doing:

• Monitor and report on portfolio performance across a range of client mandates, flagging risk exposure before it becomes a problem
• Build and maintain financial models that support investment recommendations for the wider team
• Prepare client-facing reports that translate technical analysis into plain, useful commentary
• Work with portfolio managers to review asset allocation and rebalance where required
• Track regulatory changes affecting the firm's Financial Services obligations and update internal processes accordingly
• Support the onboarding of new investment products, including data validation and pricing checks

Here are the skills you'll need:

• Three or more years working as a Portfolio Analyst or in a similar investment analysis role
• Strong Excel and financial modelling skills. VBA or Python is a bonus, not a requirement
• Solid grounding in portfolio theory, asset classes, and risk metrics
• A relevant degree or progress towards a professional qualification such as IMC or CFA
• The ability to explain complex analysis clearly, whether that's to a fund manager or a client who isn't a numbers person
• Comfortable working to deadlines without cutting corners on accuracy

Key perks and benefits:

• Salary of £41,000 to £62,500, depending on experience
• Annual bonus scheme and pension contribution
• Private medical insurance
• Generous annual leave with flexible working built around office hours
• Based full-time in the Leeds office, with genuine scope to grow into a senior Portfolio Analyst position

Why pursue a career in Financial Services?

Financial Services rewards precision, and it pays for it too. Leeds has quietly become one of the UK's strongest regional hubs for asset management and investment analysis, second only to London in terms of scale, which means a Portfolio Analyst based here isn't short of options if they want to move up. Get good at this job and the ceiling is high.