Portfolio Analyst, CPS, Overlay Solutions (9 month FTC)

This role requires a Portfolio Analyst to train as a product expert in ongoing management of client portfolios, evaluating overlay effectiveness and reporting performance to clients.

Requirements

• Chartered Financial Analyst (CFA) Designation is preferred.
• Relevant BSC/BA (Mathematics / Economics or similar) or equivalent experience.
• Experience carrying out a similar role in financial services or investment industry.
• Prior positions in investment management, capital markets, or servicing custodians, managers, and brokers would be considered beneficial.
• Knowledge of equity, fixed income, and derivatives markets, specifically as it relates to portfolio management.
• Understanding of investment management principles, performance drivers and risk analytics for global equity, fixed income, derivatives and foreign exchange markets.
• Knowledge of money managers, custodians, and broker operations.
• Strong project management skills / ability to manage multiple projects.
• Strong presentation skills.
• Excellent client service and communication skills (oral and written).
• Shows a genuine interest in, and commitment to, gaining relevant knowledge, skills and experience in commercial markets.
• Has industry knowledge and understands where Russell’s products and services fit within the industry.
• Promotes and facilitates the work of a group as well as contributing as a productive member of the team.
• Able to act quickly and accurately to identify and analyse relevant information regarding work tasks.
• Monitors the quality of own work and quickly spots mistakes in accuracy and completeness.