Portfolio Analytics Analyst

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

What you'll do

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

The skills you'll need

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

35

Job Posting Closing Date:

19/05/2026

Ways of Working:Hybrid