Junior Portfolio Analyst

Fulcrum Asset Management LLP.; Greater London; On-site; GBP 35,000 - GBP 50,000; Full time

Job summary

A leading asset management firm in Greater London seeks a Junior Portfolio Analyst to support the Portfolio Management team in managing client portfolios. Key responsibilities include monitoring trades, developing reporting tools, and collaborating with the marketing team. The ideal candidate will hold a master's degree in a relevant field and possess coding skills in Excel, VBA, Python, and SQL. The firm offers extensive training and benefits, fostering a diverse and inclusive workplace.

Benefits

Continuous professional development

25 days holiday

Flexible working practices

Health benefits including Private Medical

Wellbeing initiatives

Qualifications

• Master’s degree or equivalent in a relevant field with Merit or higher.
• Demonstrable coding experience in relevant software languages.

Responsibilities

• Supports Portfolio Management team with order raising and trade monitoring.
• Innovates monitoring tools for investment portfolios.
• Compiles client reporting and manages data collation.
• Collaborates with marketing for consistent quality.
• Builds trust across cross-functional teams.

Skills

Proficient in Microsoft Excel

VBA

Python

SQL

Education

Master’s degree in Computer Science/Data Science/Engineering

Job description

About role

As Junior Portfolio Analyst, reporting into the Portfolio Management team, you will support in ongoing responsibilities of managing client’s portfolios and provide valuable exposure to all facets of investment management, with a core focus on equity market investing.

Responsibilities

• Provides hands on support to the Portfolio Management team with order raising and trade monitoring
• Innovates and optimises monitoring tools for investment portfolios and financial markets
• Compiles client reporting across funds and effectively manages scope and collation of data, seeking to maintain and improve reporting tools
• Collaborates with marketing team to ensure quality consistency and up-to-date marketing materials in relation to investment portfolios and financial markets
• Prioritises own and other’s workload to support the Investment team, communicating clearly and effectively
• Builds trust and manages relationships across cross-functional teams, focussing on delivering results and exceeding expectations
• Representing Fulcrum whilst attending company and client meetings and conferences
• Focuses on providing accessible support and stay abreast with best practise in order to add value to the process
• Ability to work independently, in a team, and across multiple function areas in a very dynamic environment

Qualifications

• A master’s degree or equivalent in Computer Science/Data Science/Engineering – Merit or higher
• Proficient in Microsoft Excel, VBA, Python, SQL, with demonstrable prior coding experience

What we offer you

• Commercially relevant training and continuous support throughout your entire career journey, including continued professional development and CFA Qualification
• 25 days holiday which grows over time
• Flexible working practices
• Being part of a fun team who have regular social and wellbeing activities organised
• Opportunity to be part of an award-winning business
• Benefits include Pension, Private Medical, Income Protection, Death in Service, Cycle to Work Scheme, Electric Vehicle Scheme and wellbeing initiatives
• The ability to shape your role

We strive to ensure that opportunities to work and develop at Fulcrum are open to all. We believe in the potential of everyone regardless of age, disability, gender identity or gender expression, race, ethnicity, religion or belief, sex, sexual orientation, socio-economic or any other characteristic that makes you, well you. We are committed to conscious inclusion that facilitates a culture of belonging. We believe a diverse and inclusive we are, the better we become.

About Fulcrum

Our Company

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