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Equity Portfolio Analyst

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Date Posted

13 January 2020



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Our client, a successful market-leading boutique investment management firm are looking to hire a Portfolio Analyst. This is an exciting opportunity to support an experienced Fund Management team. It is a small, collegial team offering broad exposure and growth opportunities across the full range of investment functions.

Core responsibilities:

  • Provide detailed performance and attribution analysis on a regular basis
  • Conduct portfolio risk analysis to monitor underlying positions, risk drivers, performance and market dynamics/volatility
  • Contribute to investment research
  • Produce ESG analysis and research to identify and incorporate material ESG factors into the investment analyses and decision-making process
  • Supporting the Trading Operations team to manage investment execution, settlement, position management, and reporting
  • Develop portfolio and market related information for the Marketing and Sales team
  • Research database management
  • Generate information and reports for the Investment Committee
  • Varied, ad hoc projects as reasonably required to support the Portfolio Managers

The successful candidate must have:

  • 2-5 years of relevant work experience, preferably within an analytical role in the asset management industry
  • Advanced analytical skills with high attention to detail
  • Strong grasp of Excel and quantitative abilities
  • An enthusiastic and hands-on approach
  • An inquisitive and proactive nature
  • Strong written and verbal communications skills
  • Ability to work in a collaborative dynamic team environment
  • Excellent organisational skills and able to multi-task and keep track of various deadlines
  • A strong academic background and degree

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.





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