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Junior Portfolio Analyst

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Skill Farm

1mo ago

  • Internship
    Full-time
    Off-cycle Internship
  • Data
    Banking & Finance
  • London

AI generated summary

  • You must be a strong team player with excellent communication, numeric skills, attention to detail, and advanced Excel proficiency, able to adapt quickly and work under pressure.
  • You will enhance skills in training, verify data feeds, process corporate actions, maintain performance data, check daily prices, ensure stock database accuracy, and support capital gains tax records.

Requirements

  • Strong team player with excellent communication and interpersonal skills.
  • Proficient numerical skills.
  • Exceptional customer service abilities.
  • High levels of accuracy and attention to detail.
  • Advanced IT skills, particularly in Excel.
  • Quick learner with the ability to adapt swiftly.
  • Capable of working under pressure to meet deadlines.

Responsibilities

  • Training and Development: Attend relevant training sessions to enhance knowledge and skills.
  • Data Liaison: Collaborate with data providers to request and verify the accuracy of data feeds.
  • Corporate Actions Processing: Handle corporate actions affecting all holders of specific securities.
  • Performance Data Maintenance: Keep performance data current to reflect clients' investments.
  • Daily Price Checks: Perform daily checks to ensure the accuracy of data feeds.
  • Stock Database Accuracy: Maintain the accuracy of the stock database.
  • Capital Gains Tax Records: Ensure records support automated capital gains tax calculations.

FAQs

What qualifications do I need to apply for the Junior Portfolio Analyst position?

While specific qualifications are not detailed, a strong numerical aptitude, advanced IT skills (especially in Excel), and excellent communication abilities are essential. Experience in finance or data analysis may also be beneficial.

What are the main responsibilities of a Junior Portfolio Analyst?

The main responsibilities include attending training sessions, collaborating with data providers, processing corporate actions, maintaining performance data, performing daily price checks, ensuring stock database accuracy, and managing capital gains tax records.

Is prior experience in finance required for this role?

While prior experience in finance is not explicitly required, familiarity with financial concepts and data analysis can be advantageous.

What skills are most important for this position?

Strong teamwork, excellent communication and interpersonal skills, proficiency in numerical analysis, attention to detail, advanced IT skills (particularly in Excel), and the ability to work under pressure are key skills for success in this role.

Will there be training opportunities provided?

Yes, the role includes attending relevant training sessions to enhance your knowledge and skills.

How often will I need to check performance data and stock database accuracy?

Daily checks are required to ensure the accuracy of data feeds and maintain the stock database.

What is the work environment like for a Junior Portfolio Analyst?

The work environment is likely to be collaborative, with a focus on teamwork and effective communication, and it may involve working under pressure to meet deadlines.

Is customer service experience beneficial for this role?

Yes, exceptional customer service abilities are listed as an important skill for a Junior Portfolio Analyst, as the role may involve interaction with clients.

What tools or software will I be using as a Junior Portfolio Analyst?

You will primarily utilize advanced IT skills, with a strong emphasis on Excel, and potentially other financial data management software.

How important is attention to detail in this role?

High levels of accuracy and attention to detail are crucial as the role involves handling sensitive data and maintaining records that influence clients' investments.

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Skill Farm

Finance Expert Network: Build Skills, Share Expertise & Find Careers | We help finance professionals thrive

Human Resources
Industry
1-10
Employees
2023
Founded Year

Mission & Purpose

Skillfarm is a professional development platform that focuses on building and enhancing skills in areas such as leadership, communication, and problem-solving. Their ultimate mission is to empower individuals and teams to achieve their full potential through targeted skill-building programs. The purpose of Skillfarm is to bridge the gap between existing skills and the demands of the modern workplace, enabling users to thrive in their careers by offering practical, real-world training solutions.