Junior Investment Analyst
Core
Constructing and maintaining investment fund panels and spreadsheets to support quantitative requirements for advisers and discretionary model portfolios.
Role type
Junior Investment Analyst
Builds
Investment fund panels and discretionary model portfolio services
Domain
Financial advice / Investment management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Microsoft Excel (complex formulas, VBA), data collation, process documentation, regulatory compliance adherence, written English
Preferred skills
Financial services sector understanding, administrative experience, attention to detail
Technologies
Microsoft Excel
Responsibilities
Maintaining and developing core investment fund panels, constructing spreadsheets for fund panels and discretionary portfolios, collating information from external research companies, assisting in administration of investment propositions, producing process documents
Seniority
Junior, individual contributor