Equity Portfolio Investment Analyst - Asset Management - London

  • GBP200 - GBP250 per day
  • Londres, Angleterre, Royaume-Uni
  • Intérim, Plein-temps
  • Twenty Recruitment Group
  • 18 janv. 18 2018-01-18

Twenty Financial Services are currently working with a leading Global Asset Manager who is looking for a Portfolio Investment Analyst to join their team. The successful individual will be responsible for delivering high-quality portfolio data to front office teams, working with portfolio managers with aspects of trade support as well as improving the process for the Equity Investment Book of Record (IBOR)


  • Maintain ownership of global operation of providing an accurate investment book of record to global portfolio managers
  • General trade support issues as well as portfolio management
  • Analyse cash flows, transaction and portfolio holdings data to ensure accurate calculation of data
  • Fosters effective communication with all external and internal partners to resolve all issues
  • Researches and resolves problems independently in order to maintain integrity of all portfolio inputs
  • Involvement in project work aimed at supporting the implementation of processes related to IBOR
  • Good understanding around domestic and international portfolio policies and regulations
  • Ownership for the maintenance, verification and reporting of data surrounding equity IBOR


  • Previous experience as a portfolio analyst desirable
  • Trade Support or Operations experience desirable
  • 3-5 years experience in a similar environment
  • Excellent analytical and problem solving skills
  • Knowledge of different investment products and instruments