Associate Portfolio Analytics
Associate Portfolio Analytics
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Job Description
Evelyn Partners manages over 60bn of institutional and private client investment portfolios. These portfolios are supported by several thirdparty analytics vendors including Morningstar Bloomberg FactSet etc. As part of ongoing process improvement Evelyn Partners is looking to enhance the access to and delivery of critical portfolio analytics for decisionmakers. These analytics include exposure performance risk and related data sets. The Associate Portfolio Analysts purpose is to improve investment decisionmaking through the provision of better information.
What you will be doing
Working within the newly created Portfolio Analytics team the Associate Portfolio Analytics will support the Director Portfolio Analytics in setting up and being responsible for the BAU production of portfolio analytics in conjunction with other teams. The role will interface directly with investment decisionmakers and related teams to identify and interpret the key investment drivers. The role will also support the project work to create more streamlined and automated workflows. Close collaboration with other teams including central investment teams strategy and risk teams will be essential. There is opportunity for adhoc analytical work using the thirdparty systems.
Key Responsibilities
- Generate portfolio analytics reports for central investment propositions from internal and external systems
- Ensure analytics content describes multiple perspectives on portfolio exposure performance and risk
- Provide interpretation and narrative on the key drivers of investment outcomes
- Work closely with Investment decision makers to explore and understand these key drivers
- Support portfolio construction as needed
- Support generation of client facing materials as needed
- Ad hoc project work and analysis as needed
- Assist with designing workflows and specifying data analytics to be sourced from third party analytics vendors.
- Assist with process controls and quality assurance over the above.
Qualifications :
What were looking for
- Degree in Finance Related and / or quantitative subject.
- CFA / FRM / CIPM helpful but not required
- Excellent attention to detail
- Good analytical skills
- Good written and facetoface communications skills
- Able to work well autonomously as well as part of a team
- Experience of thirdparty portfolio analytics systems (Morningstar Bloomberg Factset etc) would be helpful.
- Experience of running and improving BAU processes for portfolio analytics would be helpful.
- Knowledge of investments and investment strategies is important
- Experience in an asset management wealth management or consulting role would be helpful
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
Fully funded training towards professional qualifications
Cycle to work scheme
Season ticket loan
Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners youll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity equity and inclusion is evident in our active employee resource groups and ongoing initiatives. Were dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please dont hesitate to discuss your needs with your recruiter.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
