Portfolio Analyst — Flexible Hours, Equity & Growth

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

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.