Senior Portfolio Analyst - Multi Assets
St James's Place
Total years of experience :6 years, 4 Months
• Key team member in constructing, developing and implementing investment strategies and asset allocation models.
• Conducting portfolio analysis to monitor underlying positions, risk drivers, performance, and market dynamics/volatility.
• Conduct a thorough analysis of different investment strategies in conjunction with different investment teams such as Equity, Credit and Liquid Alts.
• Conducting third-party manager research across multiple investment strategies and asset classes.
• Lead development projects to evolve portfolio construction processes, building investment tools and exploring automation opportunities using Python, VBA and SQL.
• Maintain and check the portfolios data is accurate, complete and relevant.
• Conducting performance attribution on portfolios, comparing results against benchmarks and providing quarterly commentary for Investment Committee and clients.
• Responsible for sending change instructions and conducting a daily monitoring on positions and FX overlays to ensure target weights are maintained (or if rebalancing is required) by an external implementation manager.
• Ensure ESG factors are monitored at portfolio level and support further developments in Responsible Investing.
• Supporting portfolio managers and dealers in all aspects of managing clients’ portfolios in-line with agreed investment mandate, SAA, benchmarks and restrictions.
• Conducting equity research in conjunction with one equity analyst to identify investment ideas and proposals for existing/prospective clients.
• Conducting IG & HY corporate credit research and due diligence analysis.
• Working alongside portfolio managers in constructing structured products and derivatives-based strategies that are aligned with client’s risk and return profile.
• Attending UHNW client meetings alongside portfolio managers and be the primary contact point for any inquiries regarding performance attribution and valuation.
• Assisting in the automation of spreadsheets using Python, VBA and SQL.
• Daily reconciliation of investment portfolios with custodian banks.