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Financial Services



Type of Position: Client Portfolio Analyst
Pay: £45-65k neg

Client Portfolio Analyst

Our client is looking for a talented Client Portfolio Analyst to join their team in London.


Key Responsibilities:

• Producing reports and analysis on investments held by clients and prospective clients.

• Liaising with client teams in the production of performance reports and investment rationales.

• Contributing material for client and Investment Committee reports.

• Building knowledge of investment markets and contributing to the development of investment strategy.

• Attending events to build relations with fund managers and acquiring knowledge of a range of funds.

• Researching opportunities within fund sectors.

• Undertaking administrative tasks such as liaising with platform providers regarding fund availability and maintaining a central repository of key fund documents for model funds.

• Working in the Investment Client Services stream of the Investment Team and reporting to the Investment Director.

 The ideal candidate will:

• be highly numerate and proficient in Excel;

• demonstrate a strong academic background, probably having graduated from a Russell Group university;

• communicate clearly and concisely, and enjoy writing; • have an interest in investment, economics and business;

• have a strong attention to detail; and

• have 2 – 3 years’ relevant experience.


If you are interested in this position, please email your CV to 

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