Job details
Job title: Client Portfolio Analyst
Location: Moorgate, London
Pay rate: Circa £55,000 per annum
The Client
My clients' purpose is to provide independent advice to clients on all aspects of personal financial planning and investment management and they now have a vacancy for a Client Portfolio Analyst to join their Investment team. The role will provide the opportunity to learn about a broad range of asset classes, markets, investment funds and individual securities
and to contribute to the company's strong investment offering and comprehensive client reporting.
Role Responsibilities
1. Build knowledge of investment markets and contribute to the development of investment strategy.
2. Contribute material for client and Investment Committee reports.
3. Produce reports and analysis on investments held by clients and prospective clients.
4. Liaise with client teams in the production of performance reports and investment rationales.
5. Attend events to build relations with fund managers and acquire knowledge of a range of funds.
6. Research opportunities within fund sectors.
7. Undertake administrative tasks such as liaising with platform providers regarding fund availability and maintaining a central repository of key fund documents for model funds.
8. Working in the Investment Client Services stream of the Investment Team and reporting to the Investment Director.
Required skills & experience
9. Be highly numerate and proficient in Excel
10. Demonstrate a strong academic background
11. Communicate clearly and concisely, and enjoy writing
12. Have an interest in investments, economics and business
13. Have a strong attention to detail
14. Professional experience within investment markets
The successful candidate would be expected to study for the Chartered Financial Analyst (CFA) qualification.
Randstad Business Support is acting as an Employment Agency in relation to this vacancy.
...
Job title: Client Portfolio Analyst
Location: Moorgate, London
Pay rate: Circa £55,000 per annum
The Client
My clients' purpose is to provide independent advice to clients on all aspects of personal financial planning and investment management and they now have a vacancy for a Client Portfolio Analyst to join their Investment team. The role will provide the opportunity to learn about a broad range of asset classes, markets, investment funds and individual securities
and to contribute to the company's strong investment offering and comprehensive client reporting.
Role Responsibilities
15. Build knowledge of investment markets and contribute to the development of investment strategy.
16. Contribute material for client and Investment Committee reports.
17. Produce reports and analysis on investments held by clients and prospective clients.
18. Liaise with client teams in the production of performance reports and investment rationales.
19. Attend events to build relations with fund managers and acquire knowledge of a range of funds.
20. Research opportunities within fund sectors.
21. Undertake administrative tasks such as liaising with platform providers regarding fund availability and maintaining a central repository of key fund documents for model funds.
22. Working in the Investment Client Services stream of the Investment Team and reporting to the Investment Director.
Required skills & experience
23. Be highly numerate and proficient in Excel
24. Demonstrate a strong academic background
25. Communicate clearly and concisely, and enjoy writing
26. Have an interest in investments, economics and business
27. Have a strong attention to detail
28. Professional experience within investment markets
The successful candidate would be expected to study for the Chartered Financial Analyst (CFA) qualification.
Randstad Business Support is acting as an Employment Agency in relation to this vacancy.
29. skills
investment research
30. qualifications
postgrad
31. education
university