Trading Execution & Investment Solutions Analyst

KennedyPearce Consulting; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

KennedyPearce Consulting partners with a prestigious, technology-driven asset manager to recruit a Trading Execution & Investment Solutions Analyst. This permanent role, based in the West End with a hybrid setup, offers exposure to model portfolio management, investment platforms, data analytics and trade execution support.

You will execute trades across equities, fixed income, investment funds and FX, support portfolio decisions with data, and develop internal tools using Python.

Qualifications

• 4 years+ experience in an asset manager or similar financial institution.
• Experience placing orders into the market and managing on-going order management.
• Strong mathematical and numerical ability.
• Proficient in Python for data analysis and automation.

Responsibilities

• Support trading and execution across equities, fixed income, funds and FX.
• Assist with trade preparation, monitoring, booking and allocation.
• Onboard funds and portfolios onto investment platforms.
• Develop analytics, models and reporting processes.

Skills

Trading execution

Order placement

Financial markets knowledge

Mathematical ability

Python for data analysis

Excel

Bloomberg

Morningstar/FE Analytics

Portfolio data experience

Tools

Python

Job description

We are currently partnering with a prestigious, technology driven Asset Manager in recruiting a Trading Execution & Investment Solutions Analyst

Contract: Permanent

Location: West End - Hybrid

• 3-5 years Trading Execution experience within an asset manager, investment manager or similar financial institution. **You must have experience placing orders into the market and managing on-going order management**
• Good understanding of financial markets and investment products.
• Experienced in equities, fixed income, investment funds and FX.
• Strong mathematical and numerical ability.

JOB FUNCTION

• The role will support a broad range of investment activities across the firm’s technology-enabled investment solutions, including model portfolio management, investment platforms, data, analytics and trade execution support.
• You will have experience of execution trading across equities, bonds, investment funds, and foreign exchange.
• The role will leverage technology to support the implementation of investment decisions and the wider trading process.
• Support the day-to-day management and continued development of the firms Model Portfolio

KEY RESPONSIBILITIES

• Support trading and execution activity across equities, fixed income, investment funds and foreign exchange.
• Support the implementation of investment decisions.
• Assist with trade preparation, monitoring, booking and allocation.
• Work with Operations to help resolve trade breaks and settlement issues.
• Undertake model rebalancing and support the implementation of portfolio changes.
• Support model construction and maintenance.
• Link models to clients and maintain associated platform records.
• Onboard funds and portfolios onto investment platforms.
• Use investment and portfolio data to support portfolio management, trading and model oversight.
• Apply strong mathematical and analytical skills to investment, portfolio and data-related problems.
• Use Python to support data analysis, process automation and the development of internal investment tools.
• Support the maintenance and development of analytics, models and reporting processes

ESSENTIAL EXPERIENCE REQUIRED

• 4 years + relevant experience within an asset manager, investment manager or similar financial institution.
• Understanding of financial markets and investment products.
• Experience or exposure to equities, fixed income, investment funds and FX.
• Strong mathematical and numerical ability.
• Practical Python coding skills, particularly for data analysis and automation.
• Strong Excel and analytical skills.
• Strong practical knowledge of Bloomberg.
• Very good working knowledge of Morningstar and FE Analytics.
• Experience working with investment portfolios, models and financial data.