Junior Portfolio Analyst: Data-Driven Equity & Flexible Growth

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

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.