Portfolio Risk Analyst – Wealth Management

Location
London
Salary
£35K-£40K + Bonus & Benefits
Posted
20 Jun 2019
Closes
20 Jul 2019
Ref
C207
Contract Type
Permanent
Hours
Full Time
Travel
None

A Wealth Management firm is looking for a Portfolio Risk Analyst to join their growing business. This firm offer a good work life balance working within a friendly, family feel, business environment.

Main Responsibilities

  • Executing of the Portfolio Risk Monitoring Plan including;
    • Performance monitoring;
    • Asset allocation monitoring;
    • Investment selection monitoring; and
    • File reviews.
  • Population of Management Information reports for senior managers and Investment Managers;
  • Collating data from Investment Managers in response to the aforementioned Management Information Reports;
  • Responding to day-to-day queries from Investment Managers with regard to Portfolio Risk policies and procedures
  • Developing an awareness of/keeping up to date with changes and developments within the industry.

Job Requirements:

  • Quantitative/analytical background, including good knowledge of statistics.
  • Good understanding of FCA suitability requirements as relates to private client portfolio management.
  • Excellent verbal & written communication skills.

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