Portfolio Analyst - UHNW Wealth Management

Mason Blake; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable investment management firm in London is seeking a Portfolio Analyst to join the Private Client investment team. This position offers high visibility to Portfolio Managers and clients. The ideal candidate will have at least 3 years of experience, proficiency in Excel, and excellent interpersonal skills. Responsibilities include conducting portfolio management activities and developing investment strategies.

Qualifications

• Minimum 3 years relevant experience within the investment management industry.
• Accuracy and meticulous attention to detail.
• Passionate about markets and investments.

Responsibilities

• Conduct portfolio management activities across a broad range of client portfolios.
• Develop and implement investment strategies across client portfolios.
• Perform daily fund management duties including monitoring markets.

Skills

Portfolio management

Investment strategy development

Market analysis

Interpersonal skills

Education

Strong academic profile

Tools

Excel

Bloomberg

Job description

Overview

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.

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.

Qualifications

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.