About the Role
You will support the day-to-day management and rebalancing of model portfolios, contribute to ETF selection, and produce risk, attribution, and performance reporting. You will answer investment queries, improve operational processes and analytical tooling, and create compliant investment commentary and client-facing materials.
Requirements
•Excel modelling
•Bloomberg
•Knowledge of ETFs, asset allocation, volatility, tracking error, and risk contribution
•Written English for explaining investment performance to retail audiences
•Operational accuracy and judgement about escalation
Responsibilities
•Support management of model portfolios across risk profiles
•Run portfolio rebalancing operations
•Contribute to ETF selection and due diligence
•Act as an investment subject matter expert for client queries
•Specify, build, and test system changes with asset servicing and technology teams
•Maintain portfolio risk and volatility models
•Produce performance attribution and monthly reporting
•Improve reporting frameworks and analytical tooling
•Write monthly investment commentary and client investment materials
•Ensure client-facing materials receive compliance sign-off
Benefits
•Performance-related bonuses
•Pension
•Insurance plans
•Medical plans
•Matched giving
•Gym membership contribution
•Birthday day off
•Two days of volunteering leave per year
•Regular social events and special-interest groups
•Flexible benefits package
•Private medical cover
•Life insurance
•25 days holiday plus birthday and volunteering leave
•Option to buy or sell holiday days
•Enhanced parental pay and leave
