Portfolio Analyst - Risk (Performance and Attribution) Portfolio Analyst - Risk (Performance and  …

Jupiter Asset Management Ltd
in London, England, United Kingdom
Permanent, Full time
Last application, 21 Aug 19
Competitive plus Excellent Benefits
Jupiter Asset Management Ltd
in London, England, United Kingdom
Permanent, Full time
Last application, 21 Aug 19
Competitive plus Excellent Benefits
The role is within a small performance and attribution team covering the full range of products across all asset classes. The successful candidate will cover all products with a primary focus on fixed income and multi-asset strategies.

Job Introduction

The role is within a small performance and attribution team covering the full range of products across all asset classes.  The successful candidate will cover all products with a primary focus on fixed income and multi-asset strategies.

Role Responsibility

  • Building strong relationships with all Fund Managers.
  • Presenting risk and quantitative information to internal (including senior executive level) and external clients in a clear and concise manner.
  • Analysis of all products. Quantitative research into specific topics such as ex-post and ex-ante risk, liquidity risk, P&L analysis, exposure by long short and cap analysis, contribution and attribution reporting and style bias, being able to articulate and explain complex concepts to both a technical and non-technical audience.
  • Designing, producing and articulating daily, weekly, monthly management reports.
  • Developing and reconciling fixed income and multi-asset portfolios within FactSet & Aladdin.
  • Liaising with the IT department to identify automation of   system feeds, streamlining the data collection process.
  • Contributing to project and product development both within the team and throughout the business. Strive to identify and develop new tools and approaches for analysing the funds.
  • Maintaining an up to date knowledge of all relevant regulatory directives.
  • Creating and interpreting portfolio exposure information to highlight anomalies.
  • Providing and presenting quantitative and qualitative support to marketing.
  • Developing and maintaining a thorough understanding of manager and fund styles.
  • Utilising the full range of capabilities of FactSet, Aladdin, Bloomberg and other industry recognised portfolio analytic systems.

The Ideal Candidate

  • Proven experience in a similar role within the performance and risk area of asset management.
  • Proven knowledge of industry performance, attribution and risk systems for fixed income and multi-asset portfolios.
  • Proven knowledge of Factset, Aladdin and/or similar industry performance attribution systems.
  • Demonstrable and proven written and verbal communication skills.
  • Advanced knowledge of Microsoft Excel (VBA preferred)
  • Intermediate Microsoft Word, PowerPoint and Outlook.
  • Excellent verbal and written communication skills.
  • Highly numerate with analytical skills.
  • Accuracy and attention to detail essential.
  • Excellent team player with proven ability to develop good working relationships with colleagues.
  • Ability to prioritise work and to meet tight deadlines.
  • A flexible and proactive approach to work.
  • Effective presentation skills; clear and articulate.
  • Report writing skills.

Package Description

We reward our employees with a comprehensive employee benefits package that includes physical health and financial wellbeing initiatives and family friendly policies, as well as Company support to make a difference to the charities that are important to them. We also offer a structured learning and development programme and sponsorship towards relevant qualifications. Our employee resource groups (including LGBT+ and Women in Technology), Sports and Social, Arts and Charity Committees also provide further support to our employees.

About the Company

Jupiter is one of the UK’s leading investment management companies with just over 500 employees and £42.7 billion worth of assets under management (as at 31st December 2018).

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in Austria, Germany, Hong Kong, Italy, Luxembourg, Netherlands, Singapore, Sweden Switzerland and Spain.

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground’s Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities.

The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.

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