Portfolio Analyst, Multi Asset Solutions

Invesco Ltd.; South Oxfordshire; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Healthcare

Hybrid working options

Pension provisions

Income protection

Health and wellness benefits

Volunteering days

Enhanced parental leave

Life insurance

Job summary

Invesco Ltd. is seeking a Portfolio Analyst to support the management of multi-asset funds and bespoke mandates across EMEA and APAC.

You will work with Portfolio Managers and implementation specialists to provide analytical support, build portfolio tools, and improve investment processes through coding and automation. The role emphasises quantitative analysis, model development, and collaboration across investment, client-facing and operations teams, with a hybrid working arrangement and a

Qualifications

• Experience in portfolio analysis and multi-asset investment support.
• Experience with funds, ETFs, model portfolios or multi-asset strategies.
• Experience using quantitative analysis and investment data to support oversight and decision-making.
• Experience building or improving analytical models, portfolio tools, reporting solutions or process automation capabilities.
• Ability to collaborate across investment, client-facing, implementation and operations teams.
• Strong understanding of financial markets, asset allocation and multi-asset investing.
• Knowledge of portfolio risk models, optimisation techniques and scenario analysis.
• Interest in applying technology, automation and data analysis to improve portfolio management processes.
• Progress towards professional qualification (e.g., IMC, CFA) would be advantageous.

Responsibilities

• Support Portfolio Managers with portfolio analysis, modelling, scenario testing and monitoring of multi-asset funds, model portfolios and bespoke mandates across EMEA and APAC.
• Produce portfolio analytics, holdings, exposure analysis, attribution, and risk reporting for governance forums and client reviews.
• Conduct quantitative analysis, portfolio modelling, scenario testing and optimisation to support construction and evaluation of investment strategies.
• Collaborate with Client Portfolio Managers to provide insights for client reviews, bespoke mandates and due diligence requests.
• Coordinate with trading and operations teams to provide analytical inputs, validations, and post-implementation monitoring.
• Develop, maintain and enhance portfolio models, analytical tools, datasets and reporting through coding and automation.

Skills

Portfolio analysis

Quantitative analysis

Data analysis

Excel modelling

Python

SQL

VBA

Power BI

Team collaboration

Attention to detail

Education

CFA/IMC (progress)

Tools

Python

SQL

VBA

Excel

Power BI

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.

The role combines portfolio modelling, quantitative analysis, risk and optimisation techniques, and the use of coding and automation to develop portfolio tools and improve investment processes. It would suit someone who enjoys detailed analytical work and applying technology to practical portfolio challenges.

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 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

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.
• 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.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in the role’s advertised office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

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.

Recruitment Agencies

Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory

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