Portfolio Analyst - UHNW Wealth Management

Mason Blake; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a Portfolio Analyst to support their Private Client investment team. This role offers a unique opportunity to engage directly with Portfolio Managers and clients, allowing for significant visibility and impact. You will conduct portfolio management activities, develop bespoke investment strategies, and perform essential fund management duties, including trading and reporting. If you have a passion for markets and investments and possess strong analytical and interpersonal skills, this position is perfect for you. Join a reputable firm that values accuracy and detail in a collaborative environment.

Qualifications

• Minimum 3 years experience in investment management.
• Strong academic background with proficiency in Excel.

Responsibilities

• Conduct portfolio management activities for various client portfolios.
• Develop and implement investment strategies tailored to clients.

Skills

Portfolio Management

Investment Strategies

Excel

Bloomberg

Interpersonal Skills

Attention to Detail

Education

Strong Academic Profile

Tools

Excel

Bloomberg

Job description

Job details

Location: London

Date Posted: 15 April 2022

Category: Investment

Job Type: Permanent

Job ID: [Job ID]

Description

We are working with a highly reputable investment management firm who are looking to hire a Portfolio Analyst to join the Private Client investment team.

The successful hire will have a high level of visibility to Portfolio Managers and clients while supporting portfolio management activities.

Main Responsibilities:

1. Conduct portfolio management activities across a broad range of client portfolios, each with a bespoke investment objective.
2. Develop and implement investment strategies across client portfolios.
3. Perform daily fund management duties including monitoring markets, trading, and reporting.
4. Regularly communicate with clients and create client-specific materials and reports.
5. Participate in fund due-diligence meetings.

Candidate Requirements:

1. Minimum 3 years relevant experience within the investment management industry.
2. Strong academic profile.
3. Proficiency in Excel and familiarity with Bloomberg.
4. Accuracy and meticulous attention to detail.
5. Excellent interpersonal skills to build relationships across the business and externally.
6. Passionate about markets and investments.

Mason Blake acts as an employment agency for permanent recruitment and an 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.

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