Senior Investment Analyst TAA and Portfolio Oversight

Overview

In this role you will monitor and guide the portfolio’s asset allocation and positioning within the Institutional Retirement Investments team. You will develop and use tools to monitor portfolio data, collaborate with cross-functional partners, and support tactical asset allocation and cross-asset trading initiatives. The role focuses on delivering timely portfolio insights while adhering to risk limits and customer outcomes. It’s an opportunity to shape portfolio analytics and drive improvements in a large, data-driven financial services organisation.

Pay / Benefits

• annual performance bonus
• share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan
• electric car salary sacrifice

Responsibilities

• Monitor asset allocation and positioning using multiple perspectives and metrics
• Commission and steer development of tools to monitor portfolio positioning and aggregate data sources
• Provide updates on tool developments and propose actions to maintain intended positioning
• Collaborate with Investments Operations, Quantitative Developers, and other teams to understand data, systems and future developments
• Contribute to TAA activities, cross-asset trading and portfolio management opportunities aligned with Institutional Retirement objectives
• Collaborate with ALM, Asset Management, Investment Operations, Investment Strategy and Finance to improve portfolio analytics and timeliness of MI
• Deliver reliable portfolio insights within a complex data environment and within mandates and risk limits
• Embed Conduct Risk and Consumer Duty principles to support good customer outcomes

Key requirements

• Quantitative degree or postgraduate qualification (progress towards CFA or equivalent desirable)
• Experience with SQL, Python and Excel
• Understanding of portfolio analytics, portfolio management concepts and fixed income markets
• Experience working with large, complex datasets across multiple sources
• Background as a front-office portfolio analyst or in a second-line/operational role supporting portfolio tools
• Strong communication and influencing skills and ability to work across teams
• High judgement, analytical capability and adaptability
• Commitment to integrity, diligence and customer focus

• Strong communication
• Influencing skills
• collaboration across teams
• SQL
• Python
• Excel

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