Portfolio Analyst, Portfolio Management | London, UK

Partners Group; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Portfolio Analyst to join its dynamic team in London. This role offers the opportunity to work within a market-leading firm managing substantial evergreen assets. You will engage in portfolio management, optimize investment allocations, and create tailored solutions for clients, all while collaborating with top experts in the field. The firm emphasizes a supportive environment that fosters growth and innovation, making it an ideal place for those passionate about quantitative analysis and asset management. Join a team where your contributions will be recognized and rewarded, and where you can make a significant impact from day one.

Benefits

25 vacation days

One-month sabbatical after five years

Lunch stipend

Performance-based annual incentives

Collaborative environment

On-the-job training

Fun office events

Volunteer opportunities

Qualifications

• 2-4 years of experience in asset management, banking, or consulting.
• Strong academic background in a quantitative field.

Responsibilities

• Support ongoing portfolio management of evergreen products.
• Create bespoke portfolio solutions for clients.

Skills

Quantitative Analysis

Microsoft Excel

Microsoft PowerPoint

Python

SQL

Communication Skills

Attention to Detail

Education

University Degree in Finance

University Degree in Economics

University Degree in Mathematics

Tools

Private Markets Systems

Job description

What it's about

The Portfolio Management business unit is responsible for the strategic steering and portfolio management of the private market bespoke solutions of Partners Group. The group furthermore supports the acquisition & retention of institutional clients and distribution partners with an emphasis on segregated accounts, open-ended ("evergreen") private market solutions and new product initiatives.

We are now looking to add a Portfolio Analyst to our market-leading and growing USD 48bn evergreen practice, based in London. You will be part of the Portfolio Management team and have the following day-to-day responsibilities:

• Support in the ongoing portfolio management of evergreen products, including liquidity management, investment level steering, performance and asset allocation
• Work closely with our investment teams to optimize new investment allocations and manage and monitor existing positions
• Support in creating bespoke portfolio solutions for existing and new clients, focusing on strategic asset allocation, investment returns/risk and cash flow modelling
• Operation and enhancement of proprietary private markets systems and models
• Modelling and analysis of private markets data
• Reporting and analysis for internal and external stakeholders
• Support in creating presentations for new and existing clients

What we expect

• University degree, with strong academic background in a quantitative field, e.g. Finance, Economics, Mathematics or similar
• 2-4 years of professional work experience in asset management, banking, consulting or similar
• Progression towards or completion of a professional qualification (e.g. CFA, CAIA) desirable but not a requirement
• Proficiency in Microsoft PowerPoint and Excel (knowledge of Python/SQL is a plus)
• Passion for numbers and quantitative analysis
• Excellent oral and written communication skills in English
• Strong work ethic with a desire to learn and succeed
• Attention to detail and ability to work error-free
• Effective and reliable team player

What we offer

As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow.

• Learn the business from some of the world's leading private markets and evergreen experts
• Fast-paced entrepreneurial and international working environment with the possibility and expectation to create significant impact from day one
• Challenging, rewarding career within a growing company
• Collaborative environment, with on-the-job training and mentorship opportunities
• Competitive compensation package, including performance based annual incentives
• 25 vacation days
• One-month sabbatical after every five years of service
• Lunch stipend
• Fun office and team events, including volunteer opportunities to connect with and help our local communities

www.partnersgroup.com

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