Description

KM4

The Portfolio Investment Analyst (PIA) partners closely with Portfolio Managers and Traders to support the day-to-day implementation and management of investment portfolios. The role applies investment and portfolio analytics to support portfolio construction, implementation, and monitoring across Equity, Fixed Income, and/or Multi-Asset strategies. The PIA plays a critical role in supporting the investment process and ensuring portfolios are managed in line with client objectives and investment guidelines.

Key Responsibilities

• Partner with Portfolio Managers and Traders on the day-to-day implementation and management of portfolios
• Apply portfolio and investment analytics to monitor exposures, risks, and portfolio characteristics
• Support portfolio modeling activities, including trade allocations, cash flow management, and exposure analysis
• Work with internal systems designed for portfolio management and trade modeling
• Monitor portfolio analytics and support the generation and execution of accurate orders through the trade cycle
• Coordinate with analysts, traders, compliance, legal, and other partners on portfolio and security transactions
• Provide analytical support to the investment process, including ad-hoc analysis related to investment strategies
• Contribute to continuous improvement of portfolio implementation processes and controls

Qualifications

Required

• Bachelor's degree in Business, Finance, Economics, Math, or a related field
• 5+ years of relevant investment or financial services experience, with some experience in a similar analytical role e.g. Portfolio Implementation, PM Assistant or Middle Office with an interest in moving into this area
• Strong foundation in investment and portfolio management concepts
• Analytical mindset with the ability to apply quantitative concepts to practical portfolio problems
• Strong attention to detail and ability to manage multiple priorities
• Expert in MS Excel and experienced using AI tools e.g. Co-Pilot
• Effective written and verbal communication skill, able to communicative effectively with all areas of the business, and confidently pitch ideas
• Ability to work collaboratively in a fast-paced investment environment, and flexibly when priorities require
• High level of ownership and accountability
• Ability to work with urgency while maintaining strong attention to detail and commitment to delivering high-quality, client-focused outcomes with an investment oriented approach

Preferred

• Progress toward or completion of an MBA, MS in Finance, or CFA designation
• Prior experience supporting Equity or Multi-Asset portfolios
• Experience working with portfolio management, analytics, or trading systems e.g. Charles River
• Coding skills in Python would be an advantage.

Work Flexibility:

This position is eligible for hybrid working up to one day per week (usually Friday)