Portfolio Analyst (Risk & Performance)

at  RisCura

EXPERIENCE

Graduate position to 1-2 years relevant experience

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.

PURPOSE OF JOB

Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers.

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