Portfolio Analyst, Multi Asset Solutions

Invesco; Ewelme; Hybrid; GBP 52,000 - 72,000; Full time

Benefits offered by this job

Company healthcare

Annual leave

Hybrid work

Pension

Income protection

Wellness benefits

Volunteering days

Parental leave

Life insurance

Job summary

Invesco is seeking a Portfolio Analyst to support multi-asset funds, model portfolios and bespoke mandates across EMEA and APAC. You will work with Portfolio Managers, Client Portfolio Managers and implementation specialists to deliver rigorous analytics and technical support throughout the investment process.

The role emphasizes quantitative analysis, portfolio modelling, scenario testing and data automation to improve oversight, reporting and decision making.

Qualifications

• Experience in portfolio analysis or investment analytics.
• Experience with portfolios, funds, ETFs or multi-asset strategies.
• Experience using quantitative analysis for investment oversight.
• Experience building or improving analytical models and automation.

Responsibilities

• Support portfolio analysis, modelling, scenario testing and day-to-day maintenance of multi-asset funds, model portfolios and bespoke mandates across EMEA and APAC.
• Produce portfolio analytics, holdings and exposure analysis, attribution and risk analysis to support reviews and governance forums.
• Conduct quantitative analysis, modelling and optimisation to support portfolio construction and evaluation of strategies.
• Provide analysis and insights for client reviews, bespoke mandates and due diligence requests.
• Collaborate with implementation teams, validation and post-implementation monitoring for portfolio changes.
• Develop and enhance portfolio models, datasets and reporting via coding and automation.

Skills

Strong analytical skills

Attention to detail

Collaborative

Communication

Tools

Power BI

Python

SQL

VBA

Excel

Job description

The Portfolio Analyst will support the management and oversight of multi-asset funds, model portfolios, and bespoke mandates across EMEA and APAC. Working closely with Portfolio Managers, Client Portfolio Managers, and implementation specialists, the role will provide analytical and technical support across the investment process.

Responsibilities

• Support Portfolio Managers with portfolio analysis, portfolio modelling, scenario testing, portfolio monitoring and the day-to-day maintenance of multi-asset funds, model portfolios and bespoke mandates across EMEA and APAC
• Produce portfolio analytics, holdings and exposure analysis, attribution, portfolio risk analysis and management information, including the use and interpretation of risk models, to support portfolio reviews, Investment Committees, governance forums and ongoing portfolio oversight
• Conduct quantitative analysis, portfolio modelling, scenario testing, and portfolio optimisation to support portfolio construction, portfolio maintenance, portfolio reviews and the evaluation of underlying investment strategies and portfolio trade-offs
• Work closely with Client Portfolio Managers to provide portfolio analysis, insights and technical support for client reviews, bespoke mandates, due diligence requests, portfolio-related communications and business development activities
• Work closely with implementation specialists and relevant Trading and operational teams, providing analytical inputs, validation, portfolio reconciliations and post-implementation monitoring in support of portfolio change activity
• Develop, maintain and enhance portfolio models, analytical tools, datasets and reporting capabilities, using coding, automation and technology to improve portfolio analysis, accuracy, controls and efficiency

Requirements

• Experience within portfolio analysis, investment analysis, portfolio analytics, portfolio construction support, portfolio implementation support or a related investment function.
• Experience working with investment portfolios, funds, ETFs, model portfolios or multi-asset strategies.
• Experience using quantitative analysis and investment data to support portfolio oversight and investment decision support.
• Experience building, maintaining or improving analytical models, portfolio tools, reporting solutions or process automation capabilities.
• Experience working collaboratively across investment, client-facing, implementation and operational teams would be advantageous.
• Good understanding of financial markets, asset allocation and multi-asset investing.
• Understanding of portfolio construction, portfolio monitoring, portfolio maintenance and implementation processes.
• Strong quantitative and analytical skills.
• Advanced Excel skills, including modelling, data analysis and automation.
• Ability to manipulate, analyse and interpret investment and portfolio data.
• Knowledge of portfolio risk models, optimisation techniques, scenario analysis and their practical application within multi-asset portfolio construction and oversight.
• Coding capability, or a strong aptitude and interest in coding, with knowledge of Python, VBA, SQL or similar languages and analytical tools highly advantageous.
• Experience of Power BI or similar visualisation and reporting tools would be advantageous.
• Interest in applying technology, automation and data analysis to improve portfolio management processes and investment decision support.
• Strong attention to detail and commitment to robust controls and data quality.
• Professional investment qualification (e.g. IMC, CFA or equivalent), or progress towards such a qualification, would be advantageous.
• Strong analytical and problem-solving skills.
• Technically proficient and intellectually curious.
• Collaborative team player who can build effective relationships across investment, client-facing, implementation and operational teams.
• Proactive and well organised, with the ability to manage multiple priorities.
• Strong attention to detail and commitment to accuracy.
• Effective communicator, capable of presenting analytical insights clearly and concisely.
• Motivated by continuous improvement and the use of technology, data and automation to enhance investment processes.

This job is with Invesco, an inclusive employer and a member of myGwork - the largest global platform for the LGBTQ+ business community. As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

If you need any adjustments to be made, please send an e-mail to #####. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing: We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

Regulatory: This position may fall in-scope of one or multiple regimes/directives.

Benefits

• Company-provided healthcare
• A competitive annual leave allowance
• Flexible working options, including hybrid working arrangements
• Generous pension provisions
• Income protection
• Health and wellness benefits
• Volunteering days
• Enhanced parental leave
• Life insurance