13 of 13 Portfolio Analyst Jobs in the UK excluding London

deliver innovative and strategic insights that drive efficiency, growth, and value for our clients. We pride ourselves on our deep industry expertise, collaborative approach, and commitment to excellence. The Portfolio Performance Team is one of the fastest practice area’s at Alpha Alternatives due to our firms unique ability to infuse technology, automations and various control’s around an … area of private markets that is notoriously manual and inefficient. As a member of the Portfolio Performance team, you will play a pivotal role in advising, implementing and optimising cutting-edge operating and technology solutions for the lifecycle of assets under management for clients. You will collaborate closely with cross-functional teams to understand business requirements, review operational structures … to end-users, ensuring proficient utilization of technology platforms Monitoring system performance, troubleshoot issues, and implement enhancements to optimize functionality Staying abreast of industry trends and best practices in portfolio monitoring, valuations, value creation and legal entity management technology Qualifications and Skills: 1-2 years of experience in management consulting, technology or operating in the Private Markets Investment Industry More ❯

Portfolio Support Analyst (Junior) 6 month FTC Reading Hybrid Working About the Role This role supports the team in managing demand, maintaining project tools, producing reporting, and supporting overall governance processes. You'll play a key part in providing analytical insight across a range of projects and programmes, helping to inform decision-making and support both internal stakeholders … and the Delivery Way framework Document internal PMG processes and support governance forums like Project Board and OIF Provide management-level reporting on delivery and financial trends across the portfolio Act as the subject matter expert for the PMG SharePoint site, encouraging best practice use Drive continuous improvement initiatives using delivery data and industry insights Keep up to date … with industry trends to challenge norms and propose innovative solutions What We're Looking For A graduate looking to begin a career in project/portfolio management, or someone with relevant experience in a project management Strong analytical and administrative skills, with confidence using Excel and PowerPoint Excellent written and verbal communication - able to convey ideas clearly to a More ❯

Portfolio Support Analyst (Junior) 6 month FTC Reading | Hybrid Working About the Role This role supports the team in managing demand, maintaining project tools, producing reporting, and supporting overall governance processes. You'll play a key part in providing analytical insight across a range of projects and programmes, helping to inform decision-making and support both internal stakeholders … and the Delivery Way framework Document internal PMG processes and support governance forums like Project Board and OIF Provide management-level reporting on delivery and financial trends across the portfolio Act as the subject matter expert for the PMG SharePoint site, encouraging best practice use Drive continuous improvement initiatives using delivery data and industry insights Keep up to date … with industry trends to challenge norms and propose innovative solutions What We're Looking For A graduate looking to begin a career in project/portfolio management, or someone with relevant experience in a project management Strong analytical and administrative skills, with confidence using Excel and PowerPoint Excellent written and verbal communication - able to convey ideas clearly to a More ❯

data in our Privacy Policy. Please state your consent ID and date when you contact us regarding your consent. Do not sell or share my personal information Business Intelligence Analyst (Portfolio Analyst) Salary: Up to £50,000 The Company We're working with a well-established challenger bank that's scaling its business intelligence and portfolio … projects end-to-end and contribute meaningfully to strategic decisions. The Role This is a commercially-focused analytics role sitting within the property team, reporting into the Head of Portfolio Analytics. It's ideal for a BI Analyst who thrives on working cross-functionally with sales, product, and operations to derive actionable insights and shape strategy. The work … services or risk-focused environments. - Ability to turn data into actionable recommendations. - Experience in credit risk, lending analytics, or broker performance reporting. - Familiarity with Return on Equity (ROE) and portfolio strategy metrics. - Background in challenger banking or fast-paced FS environments. - Flexible hybrid working model (2 days in-office) - High ownership role within a growing data function - Be part More ❯

Role Description We currently have a great opportunity to work in our Mid-Market Portfolio Steering team as a Principal Portfolio Analyst. This will be a hybrid role based in our Guildford office. The Mid-Market Portfolio Steering team sits within the Commercial Technical department and closely works with the Underwriting Account teams, Underwriting branches, Pricing, Data … LinkedIn Learning. Additionally, we host Lunch and Learn sessions on key business topics hosted by experts across the team and monthly insight sessions, including the Data Science Forum and analyst forum, to refine your technical skills. Salary Information Pay: Circa £55,000 per year. Pay is based on relevant experience, skills for the role, and location. Salary is only … day to day, but here is a bit of what you can expect: Developing and managing the team data strategy, monitoring the data assets available to the Mid-Market Portfolio Steering team, and developing new data to support a richer view of portfolio analysis. Working with stakeholders from around the business to manage, update and control key portfolio More ❯

Portfolio Pricing Analyst (Portfolio Management) – Motor Location: The role is hybrid and would require you to be commutable to either Manchester or London. Role Overview We have an exciting new role available for a Portfolio Pricing Analyst to join our team within our rapidly growing personal lines underwriting. It’s the perfect opportunity for someone … looking to progress with a fast-growing company and make their mark on shaping our pricing models. As a Pricing Analyst, you will use your advanced analytical skills to: Monitor our portfolio and deliver innovative pricing solutions, Use a blend of predictive analytics and commercial acumen to distil key trends and identify pricing actions, Contribute to the profitability … of the products by meeting loss ratio targets and protecting capacity providers’ financial results by balancing product volume and profitability The Pricing portfolio management team is responsible for developing new modelling techniques and processes and building and refreshing the risk models that underpin our rates that need to operate effectively in the aggregator channels. Key Responsibilities: Support the design More ❯

Portfolio Pricing Analyst (Portfolio Management) Home Location: The role is hybrid and would require you to be commutable to either Manchester or London. Role Overview We have an exciting new role available for a Portfolio Pricing Analyst to join our team within our rapidly growing personal lines underwriting. It s the perfect opportunity for someone … looking to progress with a fast-growing company and make their mark on shaping our pricing models. As a Pricing Analyst, you will use your advanced analytical skills to: Monitor our portfolio and deliver innovative pricing solutions, Use a blend of predictive analytics and commercial acumen to distil key trends and identify pricing actions, Contribute to the profitability … of the products by meeting loss ratio targets and protecting capacity providers financial results by balancing product volume and profitability The Pricing portfolio management team is responsible for developing new modelling techniques and processes and building and refreshing the risk models that underpin our rates that need to operate effectively in the aggregator channels. Key Responsibilities: Support the design More ❯

Portfolio Pricing Analyst (Portfolio Management) – Motor Location: The role is hybrid and would require you to be commutable to either Manchester or London. Role Overview We have an exciting new role available for a Portfolio Pricing Analyst to join our team within our rapidly growing personal lines underwriting. It's the perfect opportunity for someone … looking to progress with a fast-growing company and make their mark on shaping our pricing models. As a Pricing Analyst, you will use your advanced analytical skills to: Monitor our portfolio and deliver innovative pricing solutions, Use a blend of predictive analytics and commercial acumen to distil key trends and identify pricing actions, Contribute to the profitability … of the products by meeting loss ratio targets and protecting capacity providers' financial results by balancing product volume and profitability The Pricing portfolio management team is responsible for developing new modelling techniques and processes and building and refreshing the risk models that underpin our rates that need to operate effectively in the aggregator channels. Key Responsibilities: Support the design More ❯

Portfolio Pricing Analyst (Portfolio Management) – Home Location: The role is hybrid and would require you to be commutable to either Manchester or London. Role Overview We have an exciting new role available for a Portfolio Pricing Analyst to join our team within our rapidly growing personal lines underwriting. It’s the perfect opportunity for someone … looking to progress with a fast-growing company and make their mark on shaping our pricing models. As a Pricing Analyst, you will use your advanced analytical skills to: Monitor our portfolio and deliver innovative pricing solutions, Use a blend of predictive analytics and commercial acumen to distil key trends and identify pricing actions, Contribute to the profitability … of the products by meeting loss ratio targets and protecting capacity providers’ financial results by balancing product volume and profitability The Pricing portfolio management team is responsible for developing new modelling techniques and processes and building and refreshing the risk models that underpin our rates that need to operate effectively in the aggregator channels. Key Responsibilities: Support the design More ❯

Join this Portfolio Management Team to shape impactful projects for a leading global law firm by defining project scopes, analysing requirements, and driving high-quality outcomes. This is an ideal role for an experienced portfolio analyst to bring their expertise to the forefront in helping to deliver strategic initiatives. Key Responsibilities: Gather, document, and refine business and … proactive communication with stakeholders and drive innovative solutions. Experience/Skills Required: Bachelor’s Degree in Engineering, Technology, or related field. 5+ years in business process analysis; prior business analyst experience preferred. Strong skills in documenting requirements, process mapping, and use case development. Familiarity with Waterfall/Agile methodologies and cloud/client-server architectures. Proficient in MS Visio More ❯

Portfolio Demand Analyst - Leeds (Hybrid) Location : Leeds - 2–3 days a week onsite Type : Permanent | Full-Time Function : Strategic Transformation & Demand Management Salary : £50K-£60K + excellent benefits A newly created position within a growing and inclusive Transformation Management Office is available for an experienced Portfolio Demand Analyst to support the delivery of high-impact business … great opportunity for someone who enjoys building systems from the ground up and thrives in a collaborative, evolving environment. Key Responsibilities Lead the demand management process across the change portfolio Work with stakeholders to assess upcoming initiatives and resource requirements Implement and manage centralised forecasting and reporting tools Support supplier evaluations and contribute to strategic sourcing discussions Analyse trends … and produce reports to inform leadership decision-making You’ll Bring Strong analytical skills and experience in demand/resource planning Solid understanding of portfolio or project delivery environments Experience working across cross-functional teams and managing stakeholders Ability to work with large data sets and translate into clear, actionable outputs Comfortable working in a hybrid, fast-paced setting More ❯

Summary of functions/responsibilities Working in the Private Investment Office & Institutional teams, the Data & Portfolio Reconciliations Analyst will carry out a daily data feed reconciliation function to identify, investigate and resolve any discrepancies across client portfolios and funds in APX, Addepar & Clearwater Analytics. The reconciliation function includes the reconciling and checking of data exception across all client … e.g. maintaining trading groups and reporting aggregates). Responsibilities will also include monitoring and managing benchmark data, setting up and adjusting compliance rules for individual portfolios and working the portfolio managers to complete the setup of new accounts on the Addepar & Clearwater Analytics systems - this includes the setup of client/portfolio reporting and bespoke report development functions … in collaboration with portfolio managers. The analyst resource will be responsible for sourcing statements from custodians and platforms from a variety of sources and formats: Online access directly to the custodian Receipt of paper statements emailed or posted to the reconciliations team from the custodian Data files sent by Custodians Key Responsibilities/Accountabilities Responsible for the exception More ❯

of multi-strategy fund management with our Diversified Alpha Fund - a pioneering multi-manager vehicle investing across a range of strategies within the global digital asset space. As a Portfolio Analyst, you’ll work at the heart of our high-performing multi-manager hedge fund platform. Partnering closely with the Fund Manager and investment leadership team, you'll More ❯