Senior Portfolio Analyst
Appian Asset Management Senior Portfolio Analyst
We are currently working with a leading Wealth Management firm who are looking to hire a Senior Portfolio Analyst to join their Investments team.
Responsibilities of this Senior Portfolio Analyst Job:
- Work with the senior members on monitoring and reporting of performance and risk of funds and portfolios managed by the firm to internal and external benchmarks
- Monitor risk exposures across portfolios, including market, credit and liquidity risks
- Supporting the Investment Committee's evaluations and decisions with ad hoc investment analysis related to the current or prospective products
- Monitoring of funds allocations and trades in line with investment policies
- Analysing and effectively communicating the drivers of this performance to the different stakeholders including client advisors
Requirements of this Senior Portfolio Analyst Job:
- 5+ years of relevant experience
- CFA qualification or working towards
- Bachelor/Masters degree in Economics/Finance/Mathematics etc.
- Familiar with multi-asset portfolios and institutional investment strategies
- Strong interest in financial modelling, portfolio analytics, statistical analysis and data modelling
For more information on this, Senior Portfolio Analyst job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.