Job Purpose:

  • Work as part of the Global Advisory team to develop and shape a scalable world-class Advisory Service for the GPB clients
  • The Portfolio Analytics Specialist will be working as part of a Centre of Excellence responsible to deliver portfolio analytics, portfolio construction and risk management using the Advisory Platform
  • The Portfolio Analytics Specialist will be an SME and Super user of the Advisory Platform with the aim to support the front office in client portfolio construction.

Your Responsibilities:

  • Be a primary source of expertise on the system’s capabilities and wider advisory proposition
  • Deliver portfolio analytics, portfolio construction and risk management using the Advisory Platform
  • Monitor portfolios and products, run stress tests and other risk analytics using the Advisory Platform
  • Implement asset allocation models in client portfolios, in conjunction with Investment Strategists, Investment Counsellors and Product Specialist and collaborate with Investment Counsellors in constructing customized portfolios
  • Participate in PB investment committees and relevant governance committees
  • Position investment opportunities with internal and external stakeholders and influence buy-in
  • Develop the quality and content of client materials/portfolio reviews/pitches, leveraging the available metrics but delivering them in a way which enhances the client experience
  • Participate in client meetings to enrich and deepen the quality of the investment conversations.

Skills and Qualifications:

  • Minimum of 7 years of investment experience, preferably five of which in multi-asset portfolio construction and implementation
  • Strong knowledge of modern portfolio theory and risk analytics
  • Strong knowledge of asset allocation models, portfolio construction methodologies and knowledge of capital markets investments and derivatives / Structured Products
  • Prior experience with implementations through various investment vehicles, i.e. mutual funds, equities, fixed income, ETFs, alternatives, structured investments and separate accounts across asset classes and thematics
  • Quantitative background essential. Master’s degree and/or CFA preferred
  • Excellent understanding of investment risk and practical experience of risk / other analytical systems
  • Strong analytical, quantitative and problem-solving skills
  • Excellent communication skills, with the ability to engage at all levels
  • Strong and proven leadership skills to develop and nurture stakeholder relationships
  • Excellent relationship management and diplomacy skills, ability to communicate, influence and negotiate effectively
  • Ability to think and plan as part of a Global team and take personal accountability
  • Collegiate with a solutions focused attitude and has a natural ability to navigate around challenges
  • Skilled decision maker, able to stand firm and show necessary flexibility where required.

Source: for more information click here.

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