Multi-Asset Portfolio Analyst, FinTech, London Multi-Asset Portfolio Analyst, FinTech, London …

Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 20 Sep 21
Dependent on experience
Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 20 Sep 21
Dependent on experience
We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. They are looking to hire someone at analyst or associate level into their client facing portfolio solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent years and already have significant assets on board. They are looking to hire a multi-asset portfolio analyst who can take on a broad role and plenty of responsibility. Their culture is progressive, collegiate and is best described as high performance but low ego.

This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are looking to continue to grow their team as a result. More details on request, but it should be stressed that there are several differentiating factors this firm have compared to their competition in what is a crowded market. One differentiating factor is the sheer level of their success which has been driven by an extremely positive work environment and team spirit (even during lockdowns!). Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated investors. We have placed over 10 people with this firm in the last few years so have a strong understanding of the culture, team and work as a result. They have significant momentum behind their growth but are still at a stage where people are able to play vital roles in their growth.We are more than happy to go into significant amounts of details with relevant candidates who are inquisitive but not yet certain of moving into a FinTech, so if you're hovering over the apply button - err on the side of clicking it! 

They are looking for well-rounded people that combine strong technical multi asset skillsets with a genuine entrepreneurial drive and desire. It is likely, but by no means certain, the work experience will come from a multi asset group at a leading Asset Manager or Bank. Anyone who can demonstrate an experience of applied complex financial modelling, along with strong communication and commercial skills, will be considered. As with any role with a small, growing firm, this position will be broad in scope and there will be significant chances to take on responsibilities. Some key aspects of this role will include:

  • Producing analyses for multi-asset class client portfolios, covering key exposures, including market betas, liquidity, currency, and geography.
  • Preparing detailed performance attribution models (benchmarking against client risk exposures, manager alpha, tactical asset allocation) on multi-asset class portfolios.
  • Assisting in preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail, and drive development of automated reporting system.
  • Conduct financial planning analysis for client portfolios and suggest investment actions that will best align the client’s portfolio with its objectives.

Whilst our client is prioritising the person over the CV, the ideal skill set would look like the following: 

  • Top tier education and working experience
  • 2-4 years’ experience conducting complex financial analyses / data analytics
  • Strong understanding (or interest in) of the private banking and asset management market
  • Excellent communication skills essential
  • Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
  • Independent thinker
  • Excellent portfolio construction and asset allocation skills
  • No ego
  • Applied knowledge of financial theories and investment solutions.

Due to demand, we are advertising this role anonymously. If you would prefer to speak to someone before submitting a CV, please send a blank application to the role and someone will be in touch to discuss. 

We can only respond to highly qualified candidates. 

 

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