Equities Portfolio Analyst London, England
abrdn
Full Time
London, England
45000 GBP ANNUAL Today
Job description
Job Description
At abrdn We empower our clients to plan, save and invest for their futures.
Through the expertise, insight and innovation of our team, we aim to help clients create more ways for money to make an impact. We set our sights on giving them more confidence to achieve their goals, and more clarity about what they need next. And we focus on delivering outcomes that are more than just financial – by investing sustainably to build a better world.
About the department:
Exciting opportunity to join the centralised equity support desk as a portfolio analyst primarily focused on supporting the global emerging market equities team.
Equity portfolio analysts work as part of team to facilitate the successful delivery of equity products for our clients through the provision of essential support to equity investment desks.
The role encompasses supporting investment desks with day to day portfolio cash management and trade implementation tasks, the delivery of equity portfolio data analytics and helping to manage and coordinate investment vector projects.
About the role:
We are looking for a curious thinker with a desire to work in an environment where questions are encouraged, individuals are open to constructive challenge and a positive ‘can do’ attitude is demonstrated to our clients, internal stakeholders and the wider business.
The successful candidate will be expected to build strong relationships with the wider business to help coordinate investment desk tasks and resolve issues. This includes but is not limited to investment execution, compliance, trade operations, money market, product management, legal, RFP, presentations, marketing and sales teams.
While the role will primarily focus on supporting the global emerging market equities team, it sits within the centralised equity support team and the successful candidate will also help to support the wider equity business.
Key outcomes and responsibilities will include:
- Work as part of a team to support equity investment desks and increase investment personnel’s capacity to focus on investment research, portfolio construction and product management tasks which will ultimately lead to greater outcomes for our clients.
- Support investment desks with portfolio cash management, trade implementation and ensuring accounts are managed in line with mandate guidelines.
- Oversee new fund launches, existing fund transitions and new client onboarding tasks.
- Manage and maintain investment desk reports and spreadsheets.
- Build strong relationships with the wider business to help resolve portfolio related issues and improve/refine existing workflows to align with investment vector objectives.
- Support RFP, presentations, marketing and sales teams with portfolio related queries and date requests.
- Monitoring corporate actions events and provide investment desk support where required.
- Over time help contribute to equity and wider investment vector projects.
Skills and Experience:
- Strong desire and experience of working in a team.
- Naturally strong communicator who treats all abrdn personnel equally and with the upmost respect.
- Positive, proactive, self-starter happy to work both on their own and in a wider team environment.
- Ability to remain calm and manage workload during busy periods.
- Curious mindset with openness to asking questions to deepen understanding of tasks and processes.
- Previous experience and evidence of working in an environment that has required strong attention to detail, numerical and analytical skills.
- Advanced proficiency in Microsoft Excel (VBA knowledge a plus) and working knowledge of Bloomberg, FactSet and Charles River.
- Openness to continued professional development i.e. IMC/CFA a plus.
- Previous experience working in an investment management environment desirable but not required.
Our Benefits
There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.
When you join us, your reward will be one of the best around, including 40 days annual leave, a 16% employer pension contribution, a discretionary, performance based bonus, private healthcare and a range of flexible benefits including gym discounts, season ticket loans and access to an employee discount site amongst many others. You can read more about our benefits here.
Our Inclusive Culture
We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work.
We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability please let us know as part of your application and we will assist. You can find out more about our inclusive culture here.
We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
