Purpose of Job
- Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios.
- Providing portfolio analytics services in relation to discretionary managed clients.
- Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams.
- Understand the construction of client portfolios and products that target different kinds of investment objectives
- Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner.
- Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
- Provide support to the Portfolio Management team.
Key Competencies, Skills and Attributes
- An understanding of macroeconomics.
- Portfolio construction and manager research experience (beneficial).
- Pays attention to detail.
- Understands key risk, performance and attribution concepts.
- Safeguards integrity of sensitive client data.
- Deals with large quantities of portfolio and market data.
- Understands portfolio and instrument level information.
- Quick learner.
- Strong passion for investments.
- Strong analytical skills.
- Good time management, and able to manage deadlines.
- Able to work under pressure and multi-task.
- Communicates clearly and politely, both verbally and in writing.
- Able to work independently but also be a team player.
- Uses initiative, is proactive and possesses problem solving skills.
- Willing to put in long hours when needed.
- Problem solving / solutions focused ability and mindset.
- Flexibility and adaptability to ensure delivery of outputs and to ensure that high quality standard is always maintained.
- Self-driven, determined and motivated.
- Professionalism in all interactions.
- Positive attitude to learning, growing and getting things done.
- The nature of the job means that a high level of resilience and emotional maturity is required.
- Commitment to learning and development.
- Will embrace and live out RisCura’s team culture.
- Strong working knowledge of Microsoft Excel.
- Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab is advantageous.
Monthly/Daily Tasks
- Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers.
- Client report back presentation generation and checking.
- Communication with clients and responding to report queries.
- Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data.
- Data interrogation and analysis.
- Develop an understanding of the market, risks and tools as well as systems used.
- Aid in the construction and monitoring of portfolios.
- Understanding and regular monitoring of investment managers held in our products.
- Develop an understanding of all portfolios they work on.
- Client and internal report generation.
- Checking of reports generated by other Analysts.
- Interpretation and analysis of report results.
- Be able to present internally and externally.
- Aid in improving processes including automation efforts to improve efficiencies.
- Ad hoc analyses.
- Manual recalculation of some statistics.
Other Key Relationships
- Global Investment Committee
- Asset Allocation Team
- Manager Research
- Research and Development team
- Analysts responsible for reporting team
Remuneration
Market-related salary.
WHAT WE’RE ABOUT
It’s impossible to build a culture based on innovation, world-leading expertise and uniquely smart thinking without bringing together a very special group of human beings.
Discover what it takes to be a RisCurian here.
