Portfolio Risk Analyst (Front Office)

Core-Asset Consulting Ltd; Greater London; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

A highly competitive salary

Wider Benefits package

Job summary

Core-Asset Consulting seeks a Front Office based Portfolio Risk Analyst in London to monitor and ensure mandate adherence, balancing structured assurance with business queries. The role requires analytical capability, regulatory awareness, and strong Excel skills within an investment management context.

You will develop risk monitoring frameworks, produce MI/KPIs, and investigate mandate breaches while collaborating with Front Office, Risk, and Compliance teams.

Qualifications

• Degree educated or equivalent professional experience.
• Analytical role experience, ideally within investment management.
• Experience in discretionary or advisory environments with exposure to retail clients.
• Strong Excel skills.
• Understanding of FCA conduct and regulatory requirements.
• Good investment knowledge across asset classes, including equities and fixed income.
• Ability to interpret portfolio risk and investment data.
• Strong communication and stakeholder management skills.
• High attention to detail and a proactive approach.

Responsibilities

• Support the development and enhancement of portfolio risk monitoring frameworks.
• Perform regular monitoring activities in line with established plans.
• Assist in the production of MI and KPIs to assess adherence, performance, and client outcomes.
• Support the identification, investigation, and resolution of mandate breaches.
• Contribute to reporting for internal governance forums, including boards and committees.
• Act as a point of contact for Front Office portfolio risk matters.
• Collaborate with stakeholders across Front Office, Risk, and Compliance.
• Support the delivery of portfolio risk training where required.
• Contribute to initiatives focused on process efficiency, data usage, and automation.

Skills

Excel

Portfolio risk

Stakeholder management

Analytical reasoning

Regulatory knowledge

Communication

Attention to detail

Education

Bachelor's degree

Job description

Job Description:

Core-Asset Consulting is working with a leading investment management firm to recruit a Front Office based Portfolio Risk Analyst to join their team in London.

The successful candidate will focus on portfolio risk monitoring and mandate adherence, combining structured assurance activity with responsiveness to business queries and initiatives.

Essential Skills/Experience:

• Degree educated or equivalent professional experience
• Experience in an analytical role, ideally within investment management
• Experience within a discretionary or advisory environment, with exposure to retail clients
• Strong Excel skills
• Understanding of FCA conduct and regulatory requirements
• Good investment knowledge across asset classes, including equities and fixed income
• Ability to interpret portfolio risk and investment dataStrong communication and stakeholder management skills
• High attention to detail and a proactive approach

Core Responsibilities:

• Support the development and enhancement of portfolio risk monitoring frameworks
• Perform regular monitoring activities in line with established plans
• Assist in the production of MI and KPIs to assess adherence, performance, and client outcomes
• Support the identification, investigation, and resolution of mandate breaches
• Contribute to reporting for internal governance forums, including boards and committees
• Act as a point of contact for Front Office portfolio risk matters
• Collaborate with stakeholders across Front Office, Risk, and Compliance
• Support the delivery of portfolio risk training where required
• Contribute to initiatives focused on process efficiency, data usage, and automation

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16456)

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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