16 of 16 Remote/Hybrid Portfolio Analytics Jobs in the UK

scalable onboarding, advanced client workflows, product adoption, and operational efficiency. What We Are Looking For Product & Industry Expertise Develop deep expertise across investment operations, portfolio analytics, reporting, performance, risk, cash management, private assets, allocations, and data workflows. Gain and maintain comprehensive understanding of Sesame functionality, workflows, configuration options … assessments. Support upsell, cross-sell, and expansion opportunities. Deliver relevant professional services engagements. Skills & Expertise 4-7 years' experience within investment operations, SaaS fintech, portfolio analytics, or related financial technology environments. Strong understanding of investment products and asset classes. Experience working with software platforms, workflows, and operational processes. ...

largest business units, serving a global client base across asset management, wealth management, institutional consulting, and investment research. Morningstar Direct is our flagship investment analytics and research platform, combining trusted data, independent research, portfolio analytics, and workflow solutions to help investment professionals make better decisions with greater … reporting challenges, competitive objections, and adoption barriers, then develop resources that improve client engagement and retention. Build and maintain competitive intelligence related to reporting, analytics, and portfolio management platforms, equipping client-facing teams with differentiated messaging and selling tools. Develop revenue-generating sales plays and adoption campaigns designed ...

largest business units, serving a global client base across asset management, wealth management, institutional consulting, and investment research. Morningstar Direct is our flagship investment analytics and research platform, combining trusted data, independent research, portfolio analytics, and workflow solutions to help investment professionals make better decisions with greater … reporting challenges, competitive objections, and adoption barriers, then develop resources that improve client engagement and retention. Build and maintain competitive intelligence related to reporting, analytics, and portfolio management platforms, equipping client-facing teams with differentiated messaging and selling tools. Develop revenue-generating sales plays and adoption campaigns designed ...

business rules. Conduct source‐to‐target data reconciliation, validating data accuracy, completeness, transformations, and integrity across integrated systems. Validate financial workflows related to portfolio management, investment operations, trading, cash management, compliance, and risk. Investigate functional and database issues using application logs, SQL queries, and system behaviour; document, track … testing and database testing , including end‐to‐end validation of enterprise applications. Mandatory domain knowledge in at least one of: Financial Services, Investment Management, Portfolio Management, Portfolio Construction, OCIO, Trading, Cash Management, Compliance, Risk, or Capital Markets. Strong SQL proficiency, including joins, subqueries, GROUP BY, aggregate functions ...

improve cost and conversion efficiency. Stay abreast of industry trends and competitor activity to ensure our products remain fit for purpose. Financial forecasting & portfolio analytics: Collaborate closely with the Credit Risk Analytics, Growth and Data Science teams to understand how our products and portfolio are performing … strategic thinking. Well defined career progression pathways to Manager/Senior Manager for high performers. Your experience Essential: 3+ years of experience in an analytics role in any discipline (e.g. Growth, Credit Risk, Product Analytics, Marketing, etc.) Proficiency in coding - ideally SQL and Python Desirable: Experience ...

clear. Contribute reusable methods, templates, prototypes, and lessons to the wider data-product capability. Qualifications What you'll bring: Proven experience across data, analytics, technology, or digital products, with a strong track record of owning and delivering data-enabled products or solutions. Strong evidence of solving ambiguous business problems … technology stakeholders. Ability to work independently while building alignment across a complex organisation. Desirable experience Commercial insurance, insurance broking, specialty insurance, claims, placement, portfolio analytics, or underwriting experience. Experience with data mesh, domain-oriented data products, common data models, data contracts, metadata, and data governance. Experience industrialising analytical ...

provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations. We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business ...

Description: Job Title Corporate Bank Strat Location London Corporate Title Associate/Vice President Group Strategic Analytics (GSA) is part of Group Chief Operation Office (COO) which acts as the bridge between the Bank’s businesses and infrastructure functions to help deliver the efficiency, control, and transformation goals … Bank. Strats combine expertise in quantitative analytics, modelling, pricing and risk management with deep understanding of system architecture and programming. Their primary output is a scalable and flexible Front Office pricing and risk management system. The technology platform underlies the trading functions of the Bank as well as management ...

Financial Solutions Sales Specialist | London (Hybrid) | £130,000 - £190,000 + bonus My client, a leading global financial technology and analytics organisation, is seeking an experienced Financial Solutions Sales Specialist to join their growing Enterprise Sales team. This role will focus on supporting buy-side investment firms with complex … derivative valuation, risk management and portfolio analytics solutions. This is an excellent opportunity for a commercially focused sales professional with deep derivatives expertise to drive strategic growth across a defined client base, working closely with senior investment, risk and operations stakeholders. Responsibilities Develop and execute a sales strategy ...

collaborate with PMO, Finance, and IT leadership to enable data-driven decision making. The role focuses on establishing a single source of truth for portfolio and governance reporting, improving data quality, and delivering executive dashboards and KPI frameworks. Hybrid working and competitive rewards are offered. #J-18808-Ljbffr ...

Head of Credit, Credit Risk Manager and CTO to build our modelling capability from the ground up — from scorecard development and underwriting automation to portfolio analytics and early warning systems as well as Customer Lifetime Values. This isn't a role where you'll plug into an existing … team around you as we grow. Key Responsibilities Build credit risk models - application scorecards, behavioural models, propensity models - across our SME lending products Create portfolio monitoring dashboards, MI packs, and early warning indicators for the credit and leadership teams Work with Open Banking, bureau, and alternative data sources ...

TREE We are a rapidly growing Wealth Tech business re-defining how individuals and families connect and engage with their money. By harnessing sophisticated portfolio analytics, innovative behavioral psychology, and cutting-edge UX/UI, we create transformational financial outcomes for our users. Team Overview & The Role ...

name with PE firms, VC firms and founders across the UK and Europe. You’ll turn a broad product range (cap tables, fund administration, portfolio analytics, SPVs and more) into clear, memorable messaging for each audience, then take it to market through integrated campaigns, product launches and regional ...

Landytech in London is seeking a Product Specialist to join its Services Group, driving onboarding, client workflows, and operational efficiency across investment operations and portfolio analytics. You will translate business and technical requirements into scalable platform solutions, design client workflows, and lead demonstrations and PoCs for pre- and post ...

looking for an experienced Senior Business Analyst to partner with our business and engineering teams to build out the next generation of cloud‐first portfolio management capabilities. This role is designed to act as a partner to engineering and business stakeholders; providing overall product ownership across the Fixed Income … organization, with Portfolio Management and related workflows being a significant focus for this role. Members of the team partner with front office engineering teams to deliver high quality software products to investment staff. As part of the team, you will: Build relationships with business stakeholders and representatives across ...

where needed, data structures that enable consolidated reporting across the organisation and related projects - including integration across core systems: deal management/CRM (DealCloud), portfolio and impact data (iLevel), finance ([new finance system?]) and document management (Egnyte) where relevant. Establish a single source of truth for priority data domains … meets the relevant standards, including GDPR and, where relevant, FCA expectations and investor due diligence requirements. Ensure data processes and approaches are clearly documented. Analytics, reporting and insight This is where the foundations start to pay off for colleagues, investors and partners. Lead the development of management, investor ...