Our client is seeking a Junior Analyst to join their Fiduciary Investment Review team, supporting the oversight of performance and risk across client investment portfolios. This full-time role involves conducting portfolio reviews, managing portfolio data, and collaborating with colleagues and external parties to monitor client investment performance. Click here to learn more
Job Duties:
- Conduct internal portfolio reviews, comparing performance against market benchmarks and peer groups
- Support the team in managing relationships with external service providers
- Maintain portfolio data within core administration systems, addressing data remediation as required
- Research and monitor client counterparty credit ratings and risk
- Extract and reformat data from business intelligence systems for stakeholder use
- Attend Fiduciary Investment Committee meetings in various locations, taking minutes as needed
- Collaborate with colleagues and external contacts on matters related to investment performance and risk
Job Requirements:
- Degree-level education is preferred but not essential
- Background in mathematical, statistical, accounting, economic, or business-related studies is advantageous
- Proficient IT skills, especially in Microsoft Excel
- Strong analytical skills with the ability to apply statistical analysis confidently
- Competent verbal and written communication skills
- High attention to detail and accuracy in work
- Ability to manage multiple projects independently
- Interest in the investment market and portfolio management
What You’ll Love:
Our client offers an environment that encourages professional growth and analytical skill development. As part of the team, you will gain valuable exposure to fiduciary investment review processes while supporting data-driven decision-making in a collaborative and dynamic setting.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
