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This role involves working with investment professionals to provide high-quality advice and solutions for clients.
The Portfolio Specialist will support the portfolio management function by providing input into product lists and assisting in managing multi-asset investment strategies.
The successful candidate will have analytical skills and be able to communicate effectively with advisers and clients.
Key responsibilities include:
- Providing analytical and qualitative support to portfolio design and new model development
- Supporting the Investment Advisers by understanding the product offering and expressing it to advisers in written and verbal form
- Collecting and analysing data from various sources to support portfolio construction framework
The role also involves delivering comprehensive reporting, performance analysis, and data analytics.
Candidates should have a strong ability to work collaboratively as part of a team and maintain quantitative and qualitative analysis to support portfolio decisions.
The company is committed to the ongoing development of its employees and aims to create a diverse and inclusive work environment.
