Client Portfolio Analyst

Roles & Responsibilities

• Build knowledge of investment markets and contribute to the development of investment strategy.
• Contribute material for client and Investment Committee reports.
• Produce reports and analysis on investments held by clients and prospective clients.
• Liaise with client teams in the production of performance reports and investment rationales.
• Attend events to build relations with fund managers and acquire knowledge of a range of funds.
• Research opportunities within fund sectors.
• Undertake administrative tasks such as liaising with platform providers regarding fund availability and maintaining a central repository of key fund documents for model funds.
• Working in the Investment Client Services stream of the Investment Team and reporting to the Investment Director.

Experience & Qualifications

The successful candidate will

• be highly numerate and proficient in Excel.
• demonstrate a strong academic background, probably having graduated from a Russell Group university.
• communicate clearly and concisely and enjoy writing.
• have an interest in investments, economics and business.
• have a strong attention to detail.
• have 2 – 3 years’ relevant experience.

To hear more about this exciting opportunity, please contact Linda Tottem on or email your CV to:

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.