247 Developing Financial Strategies jobs in the United Kingdom
Analyst, Portfolio Management
Posted today
Job Viewed
Job Description
Analyst, Portfolio Management
Location: London Knightsbridge, 5 days a week
Reporting to: Calum Hulme - Managing Director – Investor Relations
About the Role
This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.
We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.
Key Responsibilities:
Investor Relations
- Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
- Manage relationships with lenders, providing updates and analysis as required.
Investor Reporting
- Prepare quarterly written investment updates on asset business plans.
- Produce quarterly market updates covering capital markets and relevant property market activity.
Fund & Portfolio Management
- Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
- Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
- Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
- Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
- Drive operational improvements, including the use of AI to enhance reconciliations and reporting.
Corporate Development
- Support fundraising efforts for new discretionary funds and separate accounts.
- Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
- Review acquisition materials and cash flow models with the deal team.
Key Skills & Experience:
- Minimum of three years experience in commercial real estate / private equity
- Strong financial acumen and analytical skills.
- Excellent written and verbal communication skills.
- Proficiency in Excel and financial modelling.
- Problem-solving mindset with the ability to think logically and commercially.
- Ability to work autonomously and manage multiple priorities in a fast-moving environment.
- Flexibility and adaptability to support various business needs as required.
- Strong attention to detail and a proactive approach to learning and development.
Summary:
This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.
Benefits:
- 25 days holiday + bank holidays
- PMI and Healthcare Cash Plan
- 5% Company Pension Contribution
- 3x Life Assurance
- Cycle to work scheme
- Discretionary bonus
Interview Process:
- 1st Stage screening call with TA
- Modelling test
- 2nd stage Interview with Hiring Manager
- Final stage Interview with Board
Company Values:
- Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards
- Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame
- Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions
- Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential
- Action This Day | We never put off anything until tomorrow that can be done today
Agency Notice
We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.
Analyst, Portfolio Management
Posted today
Job Viewed
Job Description
Analyst, Portfolio Management
Location: London Knightsbridge, 5 days a week
Reporting to: Calum Hulme - Managing Director – Investor Relations
About the Role
This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.
We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.
Key Responsibilities:
Investor Relations
- Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
- Manage relationships with lenders, providing updates and analysis as required.
Investor Reporting
- Prepare quarterly written investment updates on asset business plans.
- Produce quarterly market updates covering capital markets and relevant property market activity.
Fund & Portfolio Management
- Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
- Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
- Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
- Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
- Drive operational improvements, including the use of AI to enhance reconciliations and reporting.
Corporate Development
- Support fundraising efforts for new discretionary funds and separate accounts.
- Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
- Review acquisition materials and cash flow models with the deal team.
Key Skills & Experience:
- Minimum of three years experience in commercial real estate / private equity
- Strong financial acumen and analytical skills.
- Excellent written and verbal communication skills.
- Proficiency in Excel and financial modelling.
- Problem-solving mindset with the ability to think logically and commercially.
- Ability to work autonomously and manage multiple priorities in a fast-moving environment.
- Flexibility and adaptability to support various business needs as required.
- Strong attention to detail and a proactive approach to learning and development.
Summary:
This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.
Benefits:
- 25 days holiday + bank holidays
- PMI and Healthcare Cash Plan
- 5% Company Pension Contribution
- 3x Life Assurance
- Cycle to work scheme
- Discretionary bonus
Interview Process:
- 1st Stage screening call with TA
- Modelling test
- 2nd stage Interview with Hiring Manager
- Final stage Interview with Board
Company Values:
- Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards
- Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame
- Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions
- Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential
- Action This Day | We never put off anything until tomorrow that can be done today
Agency Notice
We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.
Analyst, Portfolio Management
Posted today
Job Viewed
Job Description
Analyst, Portfolio Management
Location: London Knightsbridge, 5 days a week
Reporting to: Calum Hulme - Managing Director – Investor Relations
About the Role
This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.
We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.
Key Responsibilities:
Investor Relations
- Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
- Manage relationships with lenders, providing updates and analysis as required.
Investor Reporting
- Prepare quarterly written investment updates on asset business plans.
- Produce quarterly market updates covering capital markets and relevant property market activity.
Fund & Portfolio Management
- Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
- Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
- Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
- Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
- Drive operational improvements, including the use of AI to enhance reconciliations and reporting.
Corporate Development
- Support fundraising efforts for new discretionary funds and separate accounts.
- Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
- Review acquisition materials and cash flow models with the deal team.
Key Skills & Experience:
- Minimum of three years experience in commercial real estate / private equity
- Strong financial acumen and analytical skills.
- Excellent written and verbal communication skills.
- Proficiency in Excel and financial modelling.
- Problem-solving mindset with the ability to think logically and commercially.
- Ability to work autonomously and manage multiple priorities in a fast-moving environment.
- Flexibility and adaptability to support various business needs as required.
- Strong attention to detail and a proactive approach to learning and development.
Summary:
This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.
Benefits:
- 25 days holiday + bank holidays
- PMI and Healthcare Cash Plan
- 5% Company Pension Contribution
- 3x Life Assurance
- Cycle to work scheme
- Discretionary bonus
Interview Process:
- 1st Stage screening call with TA
- Modelling test
- 2nd stage Interview with Hiring Manager
- Final stage Interview with Board
Company Values:
- Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards
- Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame
- Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions
- Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential
- Action This Day | We never put off anything until tomorrow that can be done today
Agency Notice
We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.
Analyst, Portfolio Management
Posted today
Job Viewed
Job Description
Analyst, Portfolio Management
Location: London Knightsbridge, 5 days a week
Reporting to: Calum Hulme - Managing Director – Investor Relations
About the Role
This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.
We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.
Key Responsibilities:
Investor Relations
- Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
- Manage relationships with lenders, providing updates and analysis as required.
Investor Reporting
- Prepare quarterly written investment updates on asset business plans.
- Produce quarterly market updates covering capital markets and relevant property market activity.
Fund & Portfolio Management
- Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
- Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
- Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
- Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
- Drive operational improvements, including the use of AI to enhance reconciliations and reporting.
Corporate Development
- Support fundraising efforts for new discretionary funds and separate accounts.
- Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
- Review acquisition materials and cash flow models with the deal team.
Key Skills & Experience:
- Minimum of three years experience in commercial real estate / private equity
- Strong financial acumen and analytical skills.
- Excellent written and verbal communication skills.
- Proficiency in Excel and financial modelling.
- Problem-solving mindset with the ability to think logically and commercially.
- Ability to work autonomously and manage multiple priorities in a fast-moving environment.
- Flexibility and adaptability to support various business needs as required.
- Strong attention to detail and a proactive approach to learning and development.
Summary:
This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.
Benefits:
- 25 days holiday + bank holidays
- PMI and Healthcare Cash Plan
- 5% Company Pension Contribution
- 3x Life Assurance
- Cycle to work scheme
- Discretionary bonus
Interview Process:
- 1st Stage screening call with TA
- Modelling test
- 2nd stage Interview with Hiring Manager
- Final stage Interview with Board
Company Values:
- Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards
- Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame
- Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions
- Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential
- Action This Day | We never put off anything until tomorrow that can be done today
Agency Notice
We do not accept speculative CVs or introductions from recruitment agencies. Any CVs submitted without prior agreement from a member of our HR or Talent Acquisition team will be treated as unsolicited, and Praxis will not be liable for any associated fees or introductions. Agencies must have explicit, written instruction to work on a specific role before submitting candidates.
Vice President – Portfolio Management
Posted today
Job Viewed
Job Description
Role: Vice President – Portfolio Management
An exciting senior leadership opportunity within a pan-European investment and asset management platform. This role is focused on portfolio oversight, financial asset management, and strategic initiatives across capital relations, finance, and private credit. It combines analytical depth with investor engagement and cross-functional collaboration.
About the Firm
A privately held investment manager operating across multiple European markets, with offices in key financial hubs. The firm invests across high-conviction strategies and diverse asset classes, driven by a strong entrepreneurial spirit and a commitment to delivering exceptional outcomes for investors and stakeholders.
About the role
Portfolio Management
• Lead the preparation of investor reporting and performance updates
• Integrate financial and real estate insights across teams
• Maintain and evolve portfolio and fund models
• Conduct performance analysis and deliver strategic recommendations
• Present insights to investors and senior stakeholders
Capital Relations
• Support leadership in capital raising and investor communications
• Prepare investment credentials and maintain track record documentation
• Research emerging investment products and platform opportunities
Finance & Transactions
• Collaborate with finance teams on portfolio-level operations
• Develop expertise in deal-level financial structures
• Assist in acquisitions, sales, refinancing, and other transactions
• Support strategic tax planning related to deals
Loan Management
• Help manage a senior loan book portfolio
• Maintain relationships with lending partners
• Prepare lender reports and engage in regular dialogue
About You
• ACA qualified, with experience from a leading accounting firm in lead advisory, transaction services, or financial modelling
• Advanced financial modelling skills, with a strong grasp of Excel-based project finance models
• Excellent communication skills in English (written and verbal), with confidence engaging senior stakeholders
• Highly proficient in Microsoft Excel, comfortable working with complex financial models
• Thrive in fast-paced, entrepreneurial environments where initiative and ownership are valued
• Naturally curious and adaptable, with a commitment to continuous learning and growth
Vice President – Portfolio Management
Posted today
Job Viewed
Job Description
Role: Vice President – Portfolio Management
An exciting senior leadership opportunity within a pan-European investment and asset management platform. This role is focused on portfolio oversight, financial asset management, and strategic initiatives across capital relations, finance, and private credit. It combines analytical depth with investor engagement and cross-functional collaboration.
About the Firm
A privately held investment manager operating across multiple European markets, with offices in key financial hubs. The firm invests across high-conviction strategies and diverse asset classes, driven by a strong entrepreneurial spirit and a commitment to delivering exceptional outcomes for investors and stakeholders.
About the role
Portfolio Management
• Lead the preparation of investor reporting and performance updates
• Integrate financial and real estate insights across teams
• Maintain and evolve portfolio and fund models
• Conduct performance analysis and deliver strategic recommendations
• Present insights to investors and senior stakeholders
Capital Relations
• Support leadership in capital raising and investor communications
• Prepare investment credentials and maintain track record documentation
• Research emerging investment products and platform opportunities
Finance & Transactions
• Collaborate with finance teams on portfolio-level operations
• Develop expertise in deal-level financial structures
• Assist in acquisitions, sales, refinancing, and other transactions
• Support strategic tax planning related to deals
Loan Management
• Help manage a senior loan book portfolio
• Maintain relationships with lending partners
• Prepare lender reports and engage in regular dialogue
About You
• ACA qualified, with experience from a leading accounting firm in lead advisory, transaction services, or financial modelling
• Advanced financial modelling skills, with a strong grasp of Excel-based project finance models
• Excellent communication skills in English (written and verbal), with confidence engaging senior stakeholders
• Highly proficient in Microsoft Excel, comfortable working with complex financial models
• Thrive in fast-paced, entrepreneurial environments where initiative and ownership are valued
• Naturally curious and adaptable, with a commitment to continuous learning and growth
Manager, Usage Portfolio Management
Posted 5 days ago
Job Viewed
Job Description
This role is critical to ensuring compliance with customer contract obligations, mitigating P&L risk, strengthening internal controls, and enabling Flex Europe to scale effectively. You will collaborate closely with sales, divisional finance, local country finance, T&P, and the Poland Finance Center. In addition to overseeing execution, you will play a key role in identifying process improvements particularly around EOT and compliance, standardizing regional practices, and ensuring successful implementation of new controls and compliance tools.
**Who we want:**
+ **People developers.** Leaders who can coach, develop, and retain strong talent while providing meaningful growth opportunities for analysts.
+ **Organized professionals.** Managers who bring structure, prioritization, and clarity in complex, fast-paced environment.
+ **Process drivers.** Those who spot opportunities to simplify, standardize, and automate, and can successfully implement new processes at scale.
+ **Strong communicators.** Individuals who can move seamlessly between the details and the big picture, proactively keeping stakeholders informed and ensuring clear, concise updates at all levels.
+ **Business partners.** People who collaborate cross-functionally, build strong relationships, and align financial processes with business needs.
**What you will do:**
+ Lead and manage a team of Portfolio Analysts, providing coaching, mentoring and development.
+ Oversee day-to-day compliance and EOT operations, ensuring accurate and timely execution of controls, contract reviews, and reporting
+ Partner with the business to design, test, and implement new processes.
+ Serve as first point of escalation for operational issues, triaging and resolving efficiently.
+ Drive process standardization across regions and continuous improvement initiatives, including adoption of automation and IT tools.
+ Support implementation and monitoring of controls
+ Collaborate with divisional and country finance teams, the Poland Finance Center, and IT to align on processes, reporting, and systems.
+ Provide insights and updates to senior leadership on contract compliance performance, risks, and process initiatives.
**What you will need:**
+ Bachelor's degree in Finance, Accounting, Business or related field
+ 8+ years of finance, accounting, or operations experience
+ Fluency in English
+ Excellent communication, relationship-building, and stakeholder management skills
+ Proven ability to lead teams, manage competing priorities, and drive change
+ Strong analytical and problem-solving skills with high attention to detail
+ Knowledge of reporting systems and how to apply them to improve financial and operational processes.
+ Experience working effectively in a global, matrixed organization
**Preferred:**
+ Fluent French or German
+ Knowledge of US GAAP
Stryker is a global leader in medical technologies and, together with its customers, is driven to make healthcare better. The company offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer - M/F/Veteran/Disability.
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Investment Analyst - Portfolio Management
Posted 4 days ago
Job Viewed
Job Description
Responsibilities:
- Conduct in-depth research and analysis of various asset classes, industries, and specific companies.
- Develop financial models and valuation analyses to assess investment opportunities.
- Monitor market trends, economic indicators, and geopolitical events that may impact investment performance.
- Prepare detailed investment reports, presentations, and recommendations for portfolio managers.
- Assist in the construction and rebalancing of investment portfolios based on strategic objectives and risk parameters.
- Track the performance of existing investments and provide insights into variances from expectations.
- Collaborate with internal research teams and external data providers to gather relevant information.
- Ensure compliance with all regulatory requirements and internal policies.
- Contribute to the development of investment strategies and risk management frameworks.
- Support senior management with ad-hoc analytical projects and financial analysis.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- Proven experience as an Investment Analyst, Financial Analyst, or similar role within the banking or investment management sector.
- Strong financial modelling and valuation skills (DCF, comparable company analysis, precedent transactions).
- Excellent understanding of capital markets, financial statements, and accounting principles.
- Proficiency in financial databases and analytical software (e.g., Bloomberg Terminal, FactSet, Excel).
- Exceptional analytical, critical thinking, and problem-solving abilities.
- Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Demonstrated ability to work independently and manage multiple priorities effectively in a remote setting.
- Progress towards or completion of CFA (Chartered Financial Analyst) designation is a significant advantage.
- High level of integrity and attention to detail.
Investment Analyst - Portfolio Management
Posted 20 days ago
Job Viewed
Job Description
Key Responsibilities:
- Conduct in-depth research and analysis of various asset classes, industries, and individual securities.
- Develop complex financial models to forecast company performance and valuation.
- Perform due diligence on potential investments and present findings and recommendations to the investment committee.
- Monitor and analyze the performance of existing portfolio holdings, identifying trends and risks.
- Assist in the construction and rebalancing of investment portfolios based on market conditions and client objectives.
- Prepare comprehensive investment reports, presentations, and market commentary.
- Stay current with economic news, market developments, and regulatory changes impacting financial markets.
- Collaborate with trading desks and other financial professionals to execute investment strategies.
- Ensure compliance with all relevant financial regulations and internal policies.
- Contribute to the refinement of investment strategies and risk management frameworks.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. A Master's degree or CFA charter (or progress towards it) is highly desirable.
- Minimum of 3 years of experience in investment analysis, equity research, or portfolio management within the financial services industry.
- Strong proficiency in financial modelling, valuation techniques, and statistical analysis.
- Excellent analytical and critical thinking skills with a keen eye for detail.
- Familiarity with various financial databases (e.g., Bloomberg, Refinitiv) and analytical tools.
- Effective written and verbal communication skills, with the ability to present complex information clearly and concisely.
- Ability to work effectively under pressure and meet tight deadlines.
- Team player with a strong work ethic and commitment to professional development.
- Knowledge of fixed income, equities, derivatives, and alternative investments is a plus.
Investment Analyst - Portfolio Management
Posted 20 days ago
Job Viewed
Job Description
Key Responsibilities:
- Conduct comprehensive financial and fundamental analysis of public and private companies.
- Research and evaluate investment opportunities across equities, fixed income, and alternative assets.
- Develop financial models to forecast company performance and valuation.
- Monitor macroeconomic trends and their potential impact on investment portfolios.
- Assist in the construction and management of investment portfolios, aligning with client objectives and risk tolerances.
- Track and analyze portfolio performance, identifying drivers of returns and risks.
- Prepare investment research reports, memos, and presentations for internal review and client communication.
- Collaborate with portfolio managers to execute trades and manage asset allocations.
- Stay abreast of regulatory changes and market developments impacting the investment industry.
- Maintain a thorough understanding of the firm's investment philosophy and process.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Relevant professional qualifications such as CFA (or progress towards), ACCA, or CIMA are highly desirable.
- 2-4 years of experience in investment analysis, portfolio management, or a related financial role.
- Strong proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg Terminal).
- Excellent understanding of financial markets, investment strategies, and risk management.
- Strong written and verbal communication skills, with the ability to present complex information clearly.
- Ability to work effectively in a hybrid team environment in **Wolverhampton, West Midlands, UK**.
- High level of attention to detail and accuracy.