Purpose of Job
Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers.
Key Competencies, Skills and Attributes
- Pays attention to detail.
- Safeguards integrity of sensitive client data.
- Deals with large quantities of portfolio and market data.
- Understanding of portfolio and instrument level information.
- Strong analytical skills.
- Proficienct in Excel, SQL and MS Power BI advantageous.
- Good time management, and able to manage deadlines.
- Able to work under pressure.
- Understands industry trends.
- Communicates clearly and politely, both verbally and in writing to clients.
- Able to work independently but also be a team player.
- Uses initiative, is pro-active and possesses problem solving skills.
- Willing to put in long hours when needed to meet deadlines.
Monthly/Daily Tasks
Work with the team to:
- Agree and plan work deliverables and priorities.
- Deal with large quantities of portfolio and market data on a daily basis.
- Retrieve, validate, reconcile, analyse and prepare data for daily, monthly and quarterly deliverables.
- Interrogate and analyse data to produce client reports.
- Interpret and analyse report results as input to the advisory services to the client.
- Safeguard the integrity of sensitive client data.
- Manually recalculate and verify statistics.
- Check reports generated by fellow analysts.
- Provide ad hoc analyses and supporting output.
- Respond to report queries when required.
Work with the team to improve work practises:
- Suggesting and generating ideas for improvement of current or development of future technical solutions, tools and platforms.
- Identifying shortcomings in current work methods and processes.
- Contributing to the establishment of in quality management processes.
Manage their own performance and career by:
- Developing career objectives and goals and pursuing it.
- Setting annual work goals and regularly meeting with their line manager to discuss their performance.
- Contributing to knowledge sharing and participation in special projects.
Acting as a corporate citizen and participating in organisational discussions, events and innovation.
Ad hoc analysis.
Other Key Relationships
- Assist fellow team members within the immediate team.
- Collaborate with RisCura teams.
- Interact with clients.
- Assist analysts responsible for data processing.
- Assist analysts responsible for data management.
Remuneration
Market-related.
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.
