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Global Portfolio Management Analyst

  • Project Management
  • London
  • 3 months ago
  • Wage Agreement
As a Global Portfolio Management Analyst, you will:
  • Support Portfolio Managers: Assist with the day-to-day operations and strategic initiatives for multiple client portfolios.
  • Construct and Monitor Portfolios: Contribute to portfolio construction, ongoing performance monitoring, and reporting.
  • Generate Client Reports and Presentations: Produce high-quality quarterly reports and client presentations, ensuring accuracy and clarity.
  • Manage Client Data: Maintain and update client investment data within investment plans and databases.
  • Track and Analyze Performance: Monitor client and investment performance, identifying key trends and insights.
  • Respond to Client Inquiries: Provide timely and accurate responses to global client information requests.
  • Evaluate Investment Opportunities: Participate in fund monitoring and review investment proposals, developing a strong understanding of projected returns and potential portfolio impacts.
  • Collaborate with Key Stakeholders: Engage with regional investment teams, the financial operations team, and Analytics to ensure seamless portfolio management.
Key Qualifications:
 
  • Experience: minimum of 2 years of relevant experience in real estate investment, finance, or investment management preferred.
  • Education: Bachelor's degree in Accounting, Economics, Finance, or Real Estate (or related field) required. Relevant qualifications (e.g., CFA, CAIA) are a plus.
  • Technical Skills: Strong financial modeling and database management skills.
  • Soft Skills:
    • Exceptional attention to detail and accuracy, especially under pressure.
    • Excellent time management and prioritization skills, with the ability to meet deadlines.
    • Ability to work independently and collaboratively within a team environment.
    • Strong interpersonal and communication skills (written and verbal).
    • Discretion and ability to handle confidential information.