Join us as a Portfolio Analytics Analyst
- We’ll look to you to provide a high quality depositary and trustee oversight service for the unit trusts and open-ended investment companies
- You’ll be supporting technical analysts and team managers by completing administrative activities
- This is an opportunity for you to develop your career in a supportive and collaborative environment
As a Portfolio Analytics Analyst, you’ll be expected to complete a variety of administration tasks while maintaining communication and reporting to your team manager and the wider function. We’ll also look for you to deputise for and assist technical analysts.
Day-to-day, you’ll be:
- Taking ownership of client queries through to resolution
- Reporting trends and recurring issues to technical analysts
- Working collaboratively with your colleagues
We’ll need you to have the ability to plan and organise your workload to support team targets along with knowledge of the regulated collective investment scheme environment. It would be beneficial to have knowledge of Liquidity Risk Management and Derivative Instruments.
We’ll also look for you to have:
- The ability to interpret information delivered through multiple mediums
- Experience of working well under pressure
- Strong attention to detail
- Excellent numeracy and technology skills, with the ability to use Microsoft Office
- The ability and aptitude to learn new skills
Hours
35Job Posting Closing Date:
19/05/2026Ways of Working:HybridSkills Required
- Knowledge of regulated collective investment scheme environment
- Knowledge of Liquidity Risk Management
- Knowledge of Derivative Instruments
What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate. As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these. Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence. One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025. We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
