Portfolio Analyst, Multi Asset Solutions

Invesco UK; Henley-on-Thames; Hybrid; GBP 45,000 - 70,000; Full time

Benefits offered by this job

Company-provided healthcare

Competitive annual leave

Flexible working options (hybrid)

Generous pension provisions

Income protection

Health and wellness benefits

Volunteering days

Enhanced parental leave

Life insurance

Job summary

Invesco UK 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 provide analytical and technical support throughout the investment process.

The role requires strong quantitative and Excel-based modelling skills, experience with funds and model portfolios, and the ability to develop analytical tools using Python, Power BI and SQL.

Qualifications

• Experience within portfolio analysis and analytics.
• Experience with funds, ETFs, model portfolios or multi-asset strategies.
• Strong quantitative and analytical skills.
• Advanced Excel modelling and automation ability.
• Coding capability in Python, VBA or SQL.
• Knowledge of portfolio risk models and scenario analysis.
• Collaborative across investment and operations teams would be advantageous.

Responsibilities

• Support Portfolio Managers with portfolio analysis, modelling and risk monitoring across EMEA and APAC.
• Produce portfolio analytics, holdings, exposure analysis and MI for reviews and governance forums.
• Conduct quantitative analysis, portfolio modelling, scenario testing and optimisation.
• Provide insights and technical support for client reviews and mandates.
• Collaborate with trading, implementation and operations teams to validate and monitor portfolios.
• Develop, maintain and enhance portfolio models and reporting tools using coding and automation.

Skills

Portfolio analysis

Portfolio modelling

Quantitative analysis

Excel modelling

Python

VBA/SQL

Power BI

Data analysis

Education

IMC / CFA progress

Tools

Power BI

Excel

SQL

Python

VBA

Job description

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.

Job Description

We have an outstanding benefits package which includes:

• 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

Your role :

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.

Key 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 activityDevelop, maintain and enhance portfolio models, analytical tools, datasets and reporting capabilities, using coding, automation and technology to improve portfolio analysis, accuracy, controls and efficiency

What you can bring:

• 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