Associate Portfolio Analytics

Evelyn Partners manages over £60bn of institutional and private client investment portfolios. These portfolios are supported by several third-party analytics vendors including Morningstar, Bloomberg, FactSet etc. As part of ongoing process improvement, Evelyn Partners is looking to enhance the access to and delivery of critical portfolio analytics for decision-makers. These analytics include exposure, performance, risk and related data sets. The Associate Portfolio Analyst's purpose is to improve investment decision-making through the provision of better information.

What you will be doing

Working within the newly created Portfolio Analytics team, the Associate, Portfolio Analytics will support the Director, Portfolio Analytics in setting up and being responsible for the BAU production of portfolio analytics in conjunction with other teams. The role will interface directly with investment decision-makers and related teams to identify and interpret the key investment drivers. The role will also support the project work to create more streamlined and automated workflows. Close collaboration with other teams including central investment teams, strategy and risk teams will be essential. There is opportunity for ad-hoc analytical work using the third-party systems.,

• Generate portfolio analytics reports for central investment propositions from internal and external systems


• Ensure analytics content describes multiple perspectives on portfolio exposure, performance and risk


• Provide interpretation and narrative on the key drivers of investment outcomes


• Work closely with Investment decision makers to explore and understand these key drivers


• Support portfolio construction as needed


• Support generation of client facing materials as needed


• Ad hoc project work and analysis as needed


• Assist with designing workflows and specifying data analytics to be sourced from third party analytics vendors.


• Assist with process controls and quality assurance over the above.
  
  Degree in Finance Related and / or quantitative subject.


• CFA / CFRM / CIPM helpful but not required


• Excellent attention to detail


• Good analytical skills


• Good written and face-to-face communications skills


• Able to work well autonomously as well as part of a team


• Experience of third-party portfolio analytics systems (MorningStar, Bloomberg, Factset etc) would be helpful.


• Experience of running and improving BAU processes for portfolio analytics would be helpful.


• Knowledge of investments and investment strategies is important


• Experience of SQL, Python, Power BI etc would be helpful but is not essential.


• Experience in an asset management, wealth management or consulting role would be helpful
  
  Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.


We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.


• Competitive salary


• Private medical insurance


• Life assurance


• Pension contribution


• Hybrid working model (role dependant)


• Generous holiday package


• Option to purchase additional holiday


• Shared parental leave


We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.