Senior Investment Analyst
Employment Info
JOB DETAILS
Requirements
- Degree in finance, economics, mathematics, or a related analytical discipline.
- Ideally 1-2 years of experience in a similar role; recent graduates will also be considered.
- Proficiency in SQL, Python, R, or VBA for data manipulation and automation
- Understanding of financial instruments and data feeds.
- Demonstrated experience using Bloomberg or FactSet for investment data extraction, portfolio analysis, performance measurement, and attribution reporting.
- Intermediate to advanced MS Excel skills.
Responsibilities
- Support the WMIS Portfolio Managers in the day-to-day management of WMIS multi-asset portfolios.
- Assist with portfolio attribution analysis for all generic and bespoke managed account portfolios.
- Improve reliability, consistency, and scalability across reporting pipelines and workflows.
- Maintain and produce regular attribution reports, dashboards, and commentary for internal decision-making and end clients.
- Own the data integrity, collection, and reconciliation processes for investment portfolios, transactions, and benchmarks.
- Support the development of new multi-asset portfolio offerings through scenario analysis and back testing.
- Reduce manual operational processes through scalable automation solutions.
- Analyze and manage investment data across multiple asset classes.
- Work closely with investment, operations, and technology teams to automate reporting and reduce manual processes.
- Keep abreast of industry and market developments and best practices through continual education and learning.
Desired Qualifications
- Demonstrated aptitude for clear, logical thinking and strong problem-solving ability.
- Strong attention to detail, time management, and ability to manage multiple workflows to meet deadlines.
Are you interested in this position?
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