247 Developing Financial Strategies jobs in the United Kingdom

Analyst, Portfolio Management

London, London Praxis Group

Posted today

Job Viewed

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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.

This advertiser has chosen not to accept applicants from your region.

Analyst, Portfolio Management

Praxis Group

Posted today

Job Viewed

Tap Again To Close

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.

This advertiser has chosen not to accept applicants from your region.

Analyst, Portfolio Management

London, London Praxis Group

Posted today

Job Viewed

Tap Again To Close

Job Description

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.

This advertiser has chosen not to accept applicants from your region.

Analyst, Portfolio Management

Praxis Group

Posted today

Job Viewed

Tap Again To Close

Job Description

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.

This advertiser has chosen not to accept applicants from your region.

Vice President – Portfolio Management

Equifind

Posted today

Job Viewed

Tap Again To Close

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

This advertiser has chosen not to accept applicants from your region.

Vice President – Portfolio Management

London, London Equifind

Posted today

Job Viewed

Tap Again To Close

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

This advertiser has chosen not to accept applicants from your region.

Manager, Usage Portfolio Management

Newbury, South East Stryker

Posted 5 days ago

Job Viewed

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Job Description

As a Manager within Flex Financial Europe, you will lead and develop a team of Portfolio Analysts responsible for contract compliance, control execution, and end-to-end portfolio processes. You will provide day-to-day leadership, partner with cross-functional teams, and serve as the first escalation point to ensure accurate reporting and sustainable processes across multiple regions. You will also help shape and drive the design and implementation of new processes, ensuring consistency and scalability across countries.
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.
This advertiser has chosen not to accept applicants from your region.
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Investment Analyst - Portfolio Management

BD1 1AA Bradford, Yorkshire and the Humber £70000 Annually WhatJobs

Posted 4 days ago

Job Viewed

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Job Description

full-time
Our client, a highly respected financial institution, is seeking a talented Investment Analyst to join their dynamic portfolio management team. This is a fully remote position, offering the flexibility to work from home while contributing to significant investment decisions. The ideal candidate will possess exceptional analytical skills, a deep understanding of financial markets, and a proven ability to conduct thorough research and valuation. You will be instrumental in supporting portfolio managers in making informed investment choices.

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.
Qualifications:
  • 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.
This role presents a fantastic opportunity for an ambitious Investment Analyst to contribute to a leading financial firm, driving investment success from a remote, flexible environment.
This advertiser has chosen not to accept applicants from your region.

Investment Analyst - Portfolio Management

NR1 1BE Norwich, Eastern £50000 Annually WhatJobs

Posted 20 days ago

Job Viewed

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Job Description

full-time
Our client, a respected financial institution, is seeking a highly analytical and detail-oriented Investment Analyst to join their sophisticated portfolio management team in Norwich, Norfolk, UK . This role is crucial in supporting investment decisions by conducting thorough research, financial modelling, and performance analysis. The ideal candidate will possess a strong understanding of financial markets, investment strategies, and quantitative analysis techniques. You will work closely with senior portfolio managers to identify investment opportunities and manage risk effectively.

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.
This advertiser has chosen not to accept applicants from your region.

Investment Analyst - Portfolio Management

WV1 1ST Wolverhampton, West Midlands £55000 Annually WhatJobs

Posted 20 days ago

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Job Description

full-time
Our client, a well-established investment firm, is seeking a motivated Investment Analyst to join their team in **Wolverhampton, West Midlands, UK**. This role is crucial for supporting the firm's portfolio management strategies through in-depth market research, financial analysis, and investment recommendations. You will be responsible for evaluating investment opportunities across various asset classes, monitoring portfolio performance, and contributing to strategic asset allocation decisions. The ideal candidate will possess a strong quantitative background, excellent analytical skills, and a deep understanding of financial markets and investment principles. You will work closely with senior portfolio managers and contribute to client reporting and presentations.

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.
This hybrid role offers a significant opportunity to contribute to sophisticated investment strategies and develop expertise within a dynamic financial services environment.
This advertiser has chosen not to accept applicants from your region.
 

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  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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