Portfolio Analyst (Risk & Performance) - Single-Family Office - Mason Blake

Jobs via eFinancialCareers; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established single-family office is seeking a talented Portfolio Analyst to enhance their growing team in London. This exciting role involves diverse responsibilities, including maintaining and improving investment reporting, developing sophisticated financial models, and conducting performance analysis across a variety of assets. Ideal candidates will possess strong analytical skills, a solid foundation in financial modelling, and a keen interest in investment markets. Join a forward-thinking firm that values independence and teamwork, where your contributions will directly impact investment strategies and decision-making processes. If you're ready to take the next step in your career and thrive in a dynamic environment, this opportunity is for you.

Qualifications

• 2-4 years’ experience in an analytical/quantitative role, preferably on the buy-side.
• Excellent Excel skills with experience in financial models.

Responsibilities

• Maintain and improve reporting on investments and portfolios.
• Develop valuation and performance analysis models for assets.

Skills

Analytical Skills

Quantitative Analysis

Financial Modelling

Excel

Investment Knowledge

Education

Degree Level Education

Professional Qualification (CFA, CAIA, ACA)

Job description

Portfolio Analyst (Risk & Performance) - Single-Family Office

An established single-family office is looking to hire a portfolio analyst to join their growing team.

The family office invests across a diverse range of public and private investments, including listed equities, private equity, and real estate. This role will be primarily responsible for modelling, reporting, and analysis across the portfolio.

Responsibilities:

• Maintain and improve regular reporting on specific investments and portfolios, including preparation of summary reports for board and investment committee level.
• Develop valuation, risk, and performance analysis model for a variety of assets and portfolios.
• Monitor portfolios, with opportunity to develop responsibility for oversight of various investments and input into investment evaluations.
• Ad hoc modelling for public and private investments.
• Product commentary and reports to supplement analysis and models.
• Due diligence activities to support the Investment team.

Candidate Requirements:

• 2-4 years’ experience in an analytical/quantitative role, preferably on the buy-side or a major accounting firm.
• Excellent Excel skills, including demonstrable experience of building and adapting detailed financial models.
• Interest in financial and investment markets.
• Motivated, self-starter with the ability to work independently and as part of a small team.
• Degree level education.
• Professional qualification preferred or willingness to study towards such qualification e.g. CFA, CAIA, or ACA.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.