Portfolio Analyst

The Opportunity Hub UK Ltd; West of England; Hybrid; GBP 47,000 - 61,000; Full time

Benefits offered by this job

Equity in the business

Flexible working hours around a core 1

Learning & development budget

Flat structure with fast decision flow

Job summary

The Opportunity Hub UK Ltd. is seeking a Portfolio Analyst to turn market data into actionable insights for our Bristol-based investment team. You will build models, assess asset allocation and risk, and present clear, client-friendly performance explanations.

You will collaborate with portfolio managers on rebalancing, contribute to due diligence on new opportunities, and benefit from a generous learning budget and a flat, fast-moving structure in a market-facing role.

Qualifications

• A few years' experience in portfolio analysis, asset management or a related financial services role.
• Strong Excel and financial modelling skills; experience with Bloomberg or similar platforms is a plus
• Progress towards (or completion of) IMC or CFA is welcomed, though not mandatory
• The ability to work independently and take ownership; you won’t be handed a script

Responsibilities

• Build and maintain portfolio models that track performance against benchmarks and client objectives
• Analyse asset allocation, sector exposure and risk concentration across multiple portfolios
• Produce client-facing reports that explain performance in plain terms, not jargon
• Monitor market movements and flag anything that changes the risk picture
• Work directly with portfolio managers on rebalancing decisions and trade rationale
• Support due diligence on new investment opportunities and fund selection

Skills

Portfolio analysis

Excel modelling

Financial markets interest

Presentation skills

Independence / ownership

Education

IMC or CFA welcomed

Tools

Bloomberg

Job description

Ambitious Portfolio Analyst wanted to drive real impact in Financial Services from Bristol.

Financial services firms are under constant pressure to justify every decision with data, and portfolio construction is where that pressure lands hardest. This growing investment business, still small enough that everyone knows what everyone else is working on, needs a Portfolio Analyst who can turn market noise into clear recommendations. You'd be joining a lean team where your analysis genuinely shapes client outcomes, not just feeds a committee deck nobody reads.

Here's what you'll be doing:

• Build and maintain portfolio models that track performance against benchmarks and client objectives
• Analyse asset allocation, sector exposure and risk concentration across multiple portfolios
• Produce client-facing reports that explain performance in plain terms, not jargon
• Monitor market movements and flag anything that changes the risk picture
• Work directly with portfolio managers on rebalancing decisions and trade rationale
• Support due diligence on new investment opportunities and fund selection

Here are the skills you'll need:

• A few years' experience in portfolio analysis, asset management or a related financial services role
• Strong Excel and financial modelling skills; experience with Bloomberg or similar platforms is a plus
• A genuine interest in markets, not just the mechanics of spreadsheets
• Comfortable presenting findings to portfolio managers and, occasionally, clients directly
• Progress towards (or completion of) IMC or CFA is welcomed, though not mandatory
• The ability to work independently and take ownership. Nobody here hands you a script

Key perks and benefits:

• Salary of £46,500 to £61,000, depending on experience
• Equity in the business, so the upside is genuinely shared
• Flexible working hours around a core office day in Bristol
• A real learning and development budget, used how you see fit
• A flat structure where your ideas reach decision-makers fast, not after three layers of sign-off

Why pursue a career in Financial Services?

Bristol has quietly become one of the UK's strongest regional hubs for financial services, with a density of asset managers and wealth firms that rivals cities twice its size. The sector rewards analytical rigour and clear thinking, and a Portfolio Analyst who builds a reputation for sound judgement rarely stays junior for long. Few industries offer this combination of intellectual challenge and a straightforward path to genuinely well-paid, senior roles.