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    Portfolio and Reporting Analyst - London, United Kingdom - eFinancialCareers

    eFinancialCareers
    eFinancialCareers London, United Kingdom

    Found in: One Red Cent EUR eFC C2 - 2 days ago

    Default job background
    Full time
    Description

    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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