Portfolio Risk & Control Analyst - Front Office Excellence

LGT Group; Greater London; Híbrido; GBP 60 000 - 90 000; Tempo integral

Resumo da oferta

LGT Wealth Management UK LLP seeks a Portfolio Risk professional to join our London team. You will help design and maintain risk monitoring processes, ensuring adherence to regulatory requirements and internal policies.

You will develop MI/KPIs, support breach resolution, produce periodic reports to Boards and Committees, and collaborate with Front Office, Risk and Compliance to drive efficient, data-driven client outcomes.

Qualificações

• Degree or equivalent professional experience
• Experience in an analytical role
• Experience in discretionary or advisory investment management for retail investors
• Advanced Excel is essential
• Bloomberg, Morningstar and Figaro knowledge beneficial
• FCA conduct of business rules knowledge encouraged

Responsabilidades

• Support the design and upkeep of Portfolio Risk monitoring processes to ensure regulatory and policy adherence
• Complete regular monitoring tasks in line with the team’s plan
• Support production of MI/KPIs to monitor competence, policy adherence and client outcomes
• Assist in resolution of breaches of client mandates
• Support periodic reports to Boards and Committees
• Assist Front Office and stakeholders as a first line Portfolio Risk contact
• Collaborate with Risk & Compliance to share best practice
• Support Portfolio Risk training and delivery of risk-related initiatives

Conhecimentos

Advanced Excel

Analytical experience

Investment management experience

Bloomberg/Morningstar/Figaro (benefit)

Formação académica

Degree or equivalent professional experience

Ferramentas

Bloomberg

Morningstar

Figaro

Descrição da oferta de emprego

LGT Wealth Management UK LLP seeks a Portfolio Risk professional to join our London team. You will help design and maintain risk monitoring processes, ensuring adherence to regulatory requirements and internal policies.

You will develop MI/KPIs, support breach resolution, produce periodic reports to Boards and Committees, and collaborate with Front Office, Risk and Compliance to drive efficient, data-driven client outcomes.