1 to 25 of 35 Portfolio Analyst Jobs in the UK

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 ❯

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 ❯

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 ❯

visualisation tool such as Tableau or PowerBI will also stand you in good stead. In a day to day sense you will be monitoring the underwriting performance of our portfolio, identifying issues and then working to deploy changes to address them. Development of new and existing tools to ensure appropriate oversight and management of the portfolio & underwriting performance. … Pro-active model management and adequacy of portfolio pricing layers. Identifying and proposing new opportunities to expand our pricing & underwriting footprint across the entirety of the home market. A bonus would be experience of Geo-Spatial Pricing & Risk Management. Ensure data used for pricing and monitoring is complete, accurate, adequate and timely. Provide timely, data-driven pricing & underwriting reviews … Supporting the development of new products & propositions, by ensuring that these have been appropriately priced, from various data sources. 3. Methodology Development and Innovation: Introduce innovative approaches to pricing & portfolio management, leveraging automation and advanced analytics to enhance accuracy and efficiency. Continuously refine methodologies, incorporating emerging best practices and regulatory changes. Requirements We would love to hear from people 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 ❯

London Quantitative Analyst (Portfolio and Credit Risk) London Discretionary Company Bonus Scheme 25 days holiday (rising to 28 after 3 years' service) pro rated, plus bank holidays, to take time to recharge and do something you love. Private Medical - via vitality, with reward schemes paid for you and your family. Health cash plan - via Simply Health for employee … member feels supported on their journey with us. Our Talent Development team is here to support your growth, providing opportunities for learning, development, and career progression. The Role Quantitative Analyst (Portfolio and Credit Risk) at Oodle Car Finance. Location and working style We're based in Shoreditch, London - a 3-minute walk from Old Street station. While we … model, initial onboarding requires 2-3 office days weekly. This ensures a smooth learning curve and fosters team integration. Overview: We're on the lookout for a Graduate Quantitative Analyst - Portfolio and Credit Risk to join our expanding team. This role will give you an opportunity to dive into a world of data, strategic analytics, and funding driven 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 ❯

it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Job Title: Senior IT Analyst - Portfolio Solution Lead Salary: £55,516 - £60,000 (depending on experience) Location: Peterborough Benefits: 25 days annual leave Up to 12% Bonus Contributory pension scheme - Caterpillar will double … solutions for the future. The Opportunity: Caterpillar IT is looking for a Solution Lead to partner with our IPSD Engineering team to enable their strategic growth. The Senior IT Analyst - Portfolio Solution Lead will help identify, grow and implement world-class solutions for our customers, partners, and internal organization. They will become part of a high-performing team … focused on the delivery of key business opportunities within an exciting business segment at Caterpillar. As the Portfolio Solution Lead, you will work with various business teams, key implementation partners, and internal enterprise groups to provide oversight and technical leadership in the use of the Engineering application suite, including Siemens Teamcenter, Vector VCDM Calibration Data Management, ETD (Engineering Technical More ❯

reputable challenger bank who are focused on delivering both savings, mortgages, business banking, and motor finance to their customers. This role will be sitting in the 2nd line delivering portfolio insights, developing scorecard models, overseeing model implementation, and developing lending strategies. The Role As a Senior Credit Portfolio Analyst, you will be: Developing and implementing credit risk … the focus on mortgages. Developing scorecards for originations/acquisitions Implementation of scorecard models for the business Overseeing the model development and implementation across the banks portfolios Analysis of portfolio trends for actional insights for senior stakeholders Using SAS and Python daily in this role. Your skills and experience For you to be successful as a Senior Credit Portfolio Analyst, you will need: Strong experience working as a credit risk analyst for another bank/fintech Experience using SAS and ideally python Experience developing or working on scorecard models Strong communication and teamwork skills. Up to £70,000 + competitive benefits package #J-18808-Ljbffr More ❯

Job Description Drive projects in Credit Portfolio Trading, manage meetings, support plans, and innovate in middle office operations! As a Credit Portfolio Group Project Manager - Analyst in the Credit Portfolio Trading Team, you will support the communication of team activities, organize and manage team meetings, and support the delivery of the Middle Office financial plan. You More ❯

Drive projects in Credit Portfolio Trading, manage meetings, support plans, and innovate in middle office operations! As a Credit Portfolio Group Project Manager - Analyst in Credit Portfolio Trading Team, you will support the communication of team activities, organize and manage team meetings, and support the delivery of the Middle Office financial plan. You will absorb as More ❯

provides investment management services and offers investment products across all major asset classes to a diverse set of institutional and individual clients. AMD also offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families. Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global … by diverse sources of alpha, including both top-down and bottom-up analysis. Risk management is integral to our process. Summary of Responsibilities We are seeking a London-based Analyst or Associate to join our Cross-Sector investment team within GSAM Fixed Income. Key responsibilities will include: Conduct research on fixed income asset allocation and portfolio construction Contribute … to investment strategy and process innovation at the confluence of macro and credit markets Assist multi-sector portfolio managers with top-down portfolio construction and implementation Form views on market pricing and contribute to the investment idea-generation process Help build models and tools in support of the research process and investment decisions Assist other portfolio managers More ❯

Superb career opportunity as a subject matter expert for sophisticated portfolio risk analytics. Increase your analytical knowledge & experience, and diversify your day with a wider variety of responsibilities, challenges and more client interaction. Our client is a global financial technology (fintech) provider of front & middle office solutions for Investment Banks, Asset Managers, Hedge Funds and Fund Adminstrators, looking for … a portfolio risk analytics expert with a fixed income edge to join their growing multi-asset solutions team. Working with an award winning analytics platform, this is a client facing role engaging with customers to help them manage their portfolio performance & risk and increase their efficiency through effective use of the analytics platform. In partnership with clients to … into their investment process, solve analytical problems that arise and optimise their efficiency using the risk tools (i.e. risk reporting, VaR and tracking error analysis, return attribution, stress testing, portfolio hedging, construction and optimisation etc). Besides this being a varied client engagement role in an enterprising environment that will allow you to learn and increase your 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 ❯

We are working with leading insurance group operating within the Lloyd’s market who are looking for a Portfolio Analytics Analyst. You will report into the Portfolio Analytics Manager, and the role will require support across multiple disciplines to deliver tools to provide insights and improve underwriting performance, including support on design and embedding of pricing model, working More ❯

We are working with leading insurance group operating within the Lloyd’s market who are looking for a Portfolio Analytics Analyst. You will report into the Portfolio Analytics Manager, and the role will require support across multiple disciplines to deliver tools to provide insights and improve underwriting performance, including support on design and embedding of pricing model, working 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 ❯

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 ❯

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 ❯

Job details Location: London Date Posted: 7 April 2019 Category: Investment Job Type: Permanent Job ID: J16860 Description A leading asset management firm is looking to hire a Quantitative Portfolio Manager to help manage the equity factor portfolios. This position will join the portfolio management team of a firm at the leading edge of equity factor-based investing. … factor models Build and improve databases, systems and tools for direct factor equity investments Contribute to firm-wide investment debate Candidate Profile: 2-5 years experience in quantitative equity portfolio management/research Expertise in equity markets Excellent coding skills; ideally proficiency in SQL, R, and/or Python Master's degree or higher in Finance, Computer Science, Economics More ❯