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Portfolio and Reporting Analyst - Perm - Entry Level

Non-disclosed London, United Kingdom
Posted 4 days ago In-Office Job Permanent £30k - £45k
My client are a technology focused asset management business with a unique product that models client portfolios and the impact of any changes. They are seeking a driven individual to join their team, who can support with reporting and analytical work, with a desire to learn and grow into the business as they continue on their impressive trajectory.

The role will be varied day to day, and you will be part of a small team which is at the centre of the business. With a broad role leading to interactions with teams across the organisation daily.


Key responsibilities


  • Responsible for the day-to-day management of model portfolio service across investment platforms
    • Model Rebalancing
    • Model construction
    • Linking model(s) to clients
    • Managing the internal relationship with both investment team and retail sales team
    • Onboarding funds and portfolios to platforms
    • Maintaining platform model dataset
  • Asset Under Management reporting on a monthly basis
  • Managing internal relationships with regard to models and model rebalances
  • Responsible for portfolio reporting:
    • 3rd party reporting to providers
    • Client based reporting
    • Internal reporting on an ad hoc basis
  • Support and lead the development of automated solutions
  • Contribute to bigger picture technology development within the business by working to identify areas where improvements can be made

Ideal candidate

  • Ambitious, fast learning, with hunger to have an impact on the business
  • Clear and concise communication skills, with the ability to articulate thoughts and ideas logically
  • Demonstrated ability to engage with others
  • Accuracy
  • Detail orientated
  • Experience or desire to learn in the following technologies:
    • Python
    • SQL
    • Excel
    • PowerBI


Career Path and Development:


  • Access to leading online training for courses in Python, databases, and other relevant technologies.
  • Participation in workshops, seminars, and courses relevant to the role and industry trends.

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