Portfolio Analyst, will be primarily responsible for assisting Fund Managers. They will be tasked with preparing data and information packs and responding to information requests and queries from clients or other support teams.
Roles and Responsibilities
Provide draft commentaries and take the lead on all reporting and providing analysis for regular meetings
Provide fund management with daily information on cash levels, position sizing, risk issues, client flows and other data impacting the portfolios
With relevant approvals, may be responsible for placing orders on behalf of fund managers when they are out of the office, or resizing positions in accordance with fund manager instruction as a result of cash flow, fund regulation or market events.
IMC or CFA qualified
Degree educated in business, mathematics or finance discipline
VBA, Python skills