Graduate Investment Analyst

Location: Hybrid / Reading

Role Purpose:
  • The main purpose of the role is to support the Quarterly Review Process associated with the Risk Profiling service.
  • The Analyst will be responsible for a set of Asset Management houses -monitoring the risk of the solutions profiled using in-house tools.
  • Development of tools and analyses to enrich risk analytics and provide insight into portfolio/market risk.
Key responsibilities:
  • To analyse quarterly information provided by the asset management clients and co-ordinate the delivery of their reporting requirements in a timely manner.
  • To analyse holdings data supplied by Asset management clients for their solutions to assess and report on investment, credit and liquidity risk for the solutions.
  • To report on the observed risk characteristics of solutions and write reports and communicate findings with clients in conjunction with Investment Risk Manager.
  • To be involved with on-going research requirements as directed by the DT Investment Committee.
  • Contribute to process development intended to improve efficiency of the risk profiling process.
KPIs and Measures
  • All Fund Risk Profiling updates are accurate and communicated within agreed timelines.
  • All external material and reports are produced to a very high degree of accuracy & quality.
  • Feedback from within the team and the ability to support and work productively in team environment.
Key Deliverables:
  • To support the request of fund data from our external asset manager clients on a quarterly basis.
  • To disseminate changes for any fund related risk profile changes across internal Dynamic Planner stakeholders.
  • To support the creation and delivery regular reports and provide second line quality control.
  • To support the development set up and ongoing population of an internal funds database.
Key Stakeholders:
  • ARM management team and analysts
  • Dynamic Planner product and data management teams
  • External asset manager clients (product specialists & marketers)
Competencies (knowledge/skills/experience):
  • • Knowledge of Excel and Databases (including SQL)
  • Some coding experience, either in or with an interest in learning R/Python.
  • Very High levels of numeracy and excellent written/oral communications skills
  • Good Word and PowerPoint skills
  • A keen interest in the financial markets and a desire to make a career in this field.
  • Team player with good interpersonal skills
  • A desire to sit further risk qualification (eg PRM/FRM), if not already attained.
  • Must have a strong ability to communicate complex concepts.
Education & Qualifications:
  • Undergraduate/ Post graduate Degree educated in a highly numerate subject such Mathematics, Natural Sciences, Statistics, Computer Science

We appreciate every interest from candidates in our company, but are able only to reach out to those who most closely match our needs. You can always keep in touch with us on LinkedIn, Twitter, and via our website.

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