Portfolio Analyst Jobs

13 Portfolio Analyst Jobs

Senior PMO Analyst / Portfolio Analyst

Warwickshire, United Kingdom
Akkodis
Senior PMO Analyst/Portfolio Analyst (Reporting/Data) Senior PMO/Senior PMO Analyst/Project Management Office/Portfolio analysis/Portfolio/Reporting/Reporting Activities/Data Analysis/Data Management/Power BI/Group Change/… per day Inside IR35. One of our leading clients is looking to recruit a Senior PMO Analyst/Portfolio Analyst with a strong focus on reporting. Location - Warwickshire/Remote (in office approx. once a week) Duration - 6 months Day Rate - £400-£500 per day Inside IR35 … Experience: Expertise leading Portfolio - Reporting, Data, Performance Data Analytics etc. Experience with Power BI Some experience of project delivery lifecycle, having performed project support roles in large sized organisations An understanding of the programme/project delivery lifecycle Understanding of monetary systems and investment procedures Stakeholder management Modis International more »
Employment Type: Contract
Rate: £400 - £500/day Inside IR35
Posted:

Portfolio Analyst

Greater London, England, United Kingdom
Vend Tech Group
Portfolio Analyst Salary 45k Location London 3 days a week on site Industry: Large House Hold Hospitality Client Portfolio Planning Experience: Demonstrated experience in planning and managing portfolios of projects, including prioritization and resource allocation. Business Case Development: Proven ability to scope and develop compelling business cases … planning, execution, and evaluation. Industry Experience: Relevant industry experience, providing insight into sector-specific challenges, opportunities, and best practices. PPM Tools Familiarity with Project Portfolio Management (PPM) tools such as Smartsheets or similar platforms, leveraging these tools to streamline portfolio management and reporting processes. Leadership Experience: Experience in … key insights to articulate a cohesive narrative and drive informed decision-making. This job specification outlines the key requirements and desired qualifications for the Portfolio Planning and Project Delivery Specialist role. Candidates should possess a combination of strategic planning, project management, and interpersonal skills, along with relevant technical expertise more »
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Lead Portfolio Analyst (Pricing/Cat)

City Of London, England, United Kingdom
IPS Group
Portfolio Analyst (Cat Risk/Pricing) London/Hybrid Highly competitive salary (D.O.E) + strong wider benefits & profit share. IPS have exclusively partnered on a very exciting opportunity with a highly innovative, technology driven start-up MGU in their search for a broadly skilled analytical professional with abilities … across at least one of Catastrophe Modelling, Pricing and/or Portfolio Analytics. The business specialise in niche product lines across the US E&S Market, founded and lead by 2 highly regarded, entrepreneurial Underwriters, with strong investment and capacity from both the US and London Insurance Market. Being … and risk exposure for both senior management and external stakeholders. Monitoring of market trends, competitor actions and regulatory changes that may impact pricing and portfolio performance. Providing Catastrophe Analytics to understand capital impact of portfolios for carriers. Model research with the view to optimising and enhancing the internal view more »
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Wealth Management Portfolio Analyst / Associate

Greater London, England, United Kingdom
undisclosed
are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs … that have launched in recent years and already grown assets significantly over a sustained period. They are looking to hire a portfolio analyst/financial planners who can take on broad roles and plenty of responsibility. Their culture is progressive, collegiate and is best described as high performance … and there will be significant chances to take on responsibilities. Some key aspects of this role will include: Assisting in preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail, and drive development of automated reporting system. Conduct financial planning analysis for client portfolios and suggest more »
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Interim Analyst (Loan Portfolio)

London Area, United Kingdom
Hybrid / WFH Options
X4 Technology
Contract : day-rate Length : 6 months initial (1.5-2 year scope) Day-rate: £400-450/d (inside IR35) Location : London (hybrid) Domain : Loan portfolio databasing and analysis X4 Technology are recruiting for a day-rate contract role for an interim Analyst to work on the analysis and … databasing of a loan portfolio for a global bank. You'll be covering both vanilla and bespoke loan products. The scope of the engagement is 1.5-2+ years with a day-rate of £400-450/d inside IR35. Project context for the Interim Analyst (Loan Portfolio Databasing) In response to regulatory legislation, our client is kicking off a high-profile project to review, optimise and transform their portfolio of loans - with the end goal of understanding what sections of their portfolio can be reasonably pledged given some of the constraints they need to more »
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Senior Commercial Portfolio & Customer Journey Analyst

Abingdon-On-Thames, England, United Kingdom
Conrad Energy
Senior Commercial Portfolio & Customer Journey Analyst The Senior Commercial Portfolio & Customer Journey Analyst will be pivotal in ensuring timely and accurate invoicing, settlement tasks, and data management for our electricity portfolio. Reporting to the Head of Energy Services this position is responsible for ensuring accurate settlement … give us a unique edge when trading and maximising our own assets and those of our clients. We have built not only an impressive portfolio of energy assets, but also a seriously ambitious and knowledgeable team. What you’ll be doing Billing & Settlements Accurately and promptly execute invoicing and … commercial, and marketing, to ensure streamlined processes and accurate information flow. Participate in team meetings, offering insights, updates, and strategies to optimize the commercial portfolio management and customer journey. Continuous Improvement & Reporting Monitor, analyse, and report on KPIs related to invoicing accuracy, timeliness, and customer satisfaction. Recommend and implement more »
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Supply & Portfolio Senior Analyst

South East London, London, United Kingdom
Shell International Ltd
which will provide energy commodities (gas & power, off-sets) and energy solutions to B2B and Commercial and Industrial customers. This business inherits the significant portfolio of C&I customers previously served under Shell Energy and will expand it in terms of customers, volumes, countries and solutions offered. The Supply … Portfolio Team is an integral part to this strategy and will enable Shell to capture more and new opportunities in the country markets, by focusing specifically on the growth of the B2B and C&I Customers Portfolio, ensuring its monitoring while managing its performance. Job description: Whats the … role? As a Supply & Portfolio Senior Analyst, you will support the UK Supply & Portfolio Manager in the optimisation and management of the consolidated commodity positions of all the customers across the country that your team operates in. You will be responsible for tracking the exposures on a more »
Employment Type: Permanent
Salary: £50,000
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Portfolio Analyst

Greater Manchester, England, United Kingdom
Talent
Are you a seasoned PMO Analyst with a knack for steering change and delivering outstanding outcomes? I’m on the lookout for top talent to support this function. As a PMO Analyst, you'll be pivotal in ensuring the smooth management of their change portfolio. Your role will … ll be at the forefront of refining processes and solutions, driving more efficient delivery methods. What does your experience look like? Extensive expertise in portfolio, programme and project management methodologies, tools and systems. Proven track record in project lifecycles, methodologies and standards development. Familiarity with delivery and collaboration tools more »
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Portfolio Pricing Analyst

London Area, United Kingdom
Hybrid / WFH Options
Harnham
SENIOR PORTFOLIO PRICING ANALYST (INSURANCE) UP TO £45,000 LONDON OR MANCHESTER This role does not offer sponsorship. This is an exciting new opportunity to join the companies rapidly growing personal lines underwriting team. You will be able to progress in a fast-growing company and drive strategy more »
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Change Portfolio Management Office Analyst

Derby, Derbyshire, United Kingdom
Xpertise Recruitment
Role: CPMO Analyst Salary: £30,(Apply online only) - £34,(Apply online only) + Benefits Location: Derbyshire Type: 6 Month Fix Term Contract Xpertise are working with a great business in Derbyshire who are looking to appoint a Change Portfolio Manager Office Analyst to join their ever-growing … IT division. Reporting to the CPMO Business Partner, this role will include maintaining, delivering, and supporting in the improvement of the Portfolio Management processes. Key Responsibilities Maintain and improve the Portfolio Management processes, ensuring accuracy and adherence to standards. Provide insightful analysis of project data to identify areas … decision-making. Support project assurance activities and provide guidance to colleagues on project management responsibilities. Collaborate with the CPMO team to continuously enhance the portfolio management framework. If you would like to be considered for this role, apply below or get in contact with Joe Boyd: (url removed) for more »
Employment Type: Temporary
Salary: £30000 - £34000/annum
Posted:

Portfolio Construction Analyst (Front Office) – Major Asset Manager – up to 100k base + 50-100% bonus potential – Flexible working!

Greater London, England, United Kingdom
Hybrid / WFH Options
Mondrian Alpha
into its London office. The hire will specifically provide support to the Global Team of Fund Managers and Analysts, with a remit split between ‘portfolio construction’ and ‘data management’. Quantitative analysis and execution responsibilities are key, but in addition the hire will maintain target investment lists, as well … Progression prospects can be varied. Building out this role/remit into something much bigger is the priority, however progression into a specific sector analyst role is possible. Candidates should have a strong academic background. We are open to candidate background, however most likely he/she will be … somebody in equity execution (if they understand accounting principles/equity valuation), equity valuations/IPV, equity trader assistants, a current portfolio construction analyst, or potentially an equity analyst looking for a change in focus. Roughly 5-10yrs relevant experience is suitable. The role can pay more »
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Analyst – Fiduciary Management & Portfolio Solutions

City Of London, England, United Kingdom
IPS Group
Performance & Attribution Analyst – Fiduciary Management & Portfolio Solutions Dynamic, sophisticated and fast growing asset manager with multinational fiduciary and structured solutions offerings, is looking to hire an experienced analyst. Our client, who are currently overseeing almost $45 billion in sophisticated asset mandates and now stand at the cusp of … dramatic expansion, are seeking a performance and attribution analyst to join their growing London office. This person would have a wide ranging role across advisory and client reporting and be expected to take part in tactical asset allocation discussions and on-boarding new clients. Responsibilities Participate in all aspects … Work closely with the fiduciary management and implementation teams on manager research, strategic and tactical implementation as it relates to reporting Working with internal portfolio managers, custodians and middle/back office to ensure a seamless and effective client service Play a key role in on-boarding new clients more »
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Quantitative Analyst- Investment Risk and Portfolio Construction

London, England, United Kingdom
Taleo BE
Manager of Investment Risk and Portfolio Construction - London This is a great job for someone who has investment risk experience with strong quantitative skills who is looking for an opportunity to apply those skills in a successful Multi-Asset and Macro team within a front office capacity. A bit … about the job: We are looking for a quantitative analyst to help construct, monitor and influence portfolios within our Multi-Asset and Macro team. This role will play a pivotal role in supporting investment decisions through high quality investment risk and portfolio construction techniques with a primary focus … qualitative methods to develop systematic strategies for use across the multi-asset fund range. Skills and experience we’re looking for: Demonstrable experience within portfolio construction and/or investment risk team working across a broad range of asset classes such as equity, bonds, fix and volatility. Excellent quantitative more »
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Portfolio Analyst
10th Percentile
£45,000
25th Percentile
£48,000
Median
£59,000
75th Percentile
£66,125
90th Percentile
£76,250