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.