Portfolio analyst Work, Jobs in Frenchay, Gls (with Salaries)

Junior Investment Analyst
Swiss Life Global Solutions —Bath
- Microsoft Excel
- English
- Administrative experience
- Annual leave
- Employee assistance programme
9d
Property Data Analyst
Bromford —Bristol
- £33,120 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Project management
- Annual leave
- Employee assistance programme
3d
SharePoint Analyst
Buro Happold —Bath
- Azure
- Analysis skills
- SharePoint
- Employee assistance programme
- Employee discount
Senior IT Business Analyst
Kohler —Quedgeley
- Microsoft Excel
- Computer Science
- SQL
4d
Senior Insight Improvement Officer
Bristol City Council —Bristol
- £42,839 - £46,142 a year
- Full-time
- Hybrid work
- Data analysis skills
- Project management
- No degree
- Annual leave
- Flexitime
9d
Business Analyst
Bristol City Council —Bristol
- £42,839 - £46,142 a year
- Full-time
- Hybrid work
- Microsoft Office
- Agile
- In-person
- Annual leave
- Flexitime
8d
Energy Billing Analyst
Optimised Group —Bristol
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Life insurance
Business Analyst
Buro Happold —Bath
- Hybrid work
- Analysis skills
- IT
- Banking
- Employee assistance programme
- Employee discount
Global Finance Strategy & Insight Analyst
Buro Happold —Bath
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
- Employee assistance programme
- Employee discount
Financial Analyst
SUEZ —Bristol
- £43,562 - £48,000 a year
- Full-time
- Microsoft Excel
- Communication skills
- Flexible schedule
1d
Credit Risk Analyst
Ayvens —Bristol
- Full-time
- SQL
- IT
- Communication skills
- Free parking
- Annual leave
1st Line Technical Analyst
Xerox —Bristol
- Full-time
- Hybrid work
- Customer service
- Windows
- Microsoft Office
9d
Service Desk Analyst
Landmark Information Group —Bristol
- Customer service
- Communication skills
- Time management
2d
Associate Financial Operations Analyst (Bristol)
C2FO —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Data analysis skills
Quick apply
Senior Pensions Calculation Analyst
WTW —Bristol
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Analysis skills
- Annual leave
- Employee assistance programme
Business Analyst
Amentum —Bristol
- Full-time
- Analysis skills
- Agile
- Communication skills
- Employee assistance programme
Senior/Principal Wind Energy Yield Analyst
AECOM —Bristol
- Full-time
- Hybrid work
- Engineering
- Data analysis skills
- Master's degree
Credit Policy Analyst
Ayvens —Bristol
- Full-time
- Communication skills
- Free parking
- Annual leave
Business Analyst - Information Management
Mace —Bristol
- Full-time
- Hybrid work
- SharePoint
- Leadership
3d
Settlements Specialist
Good Energy —Chippenham
- £26,500 - £30,500 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply

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Junior Investment Analyst

Swiss Life Global Solutions -
Bath

Apply Now

Job details

9 days ago

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Paid volunteer time

Qualifications

Microsoft Excel
English
Administrative experience
VBA
Financial services
Communication skills

Full job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

The Junior Investment Analyst reports to the Head of Investment Management and will be a member of Chase de Vere’s Investment Management Team.

The Junior Investment Analyst is primarily responsible for the quarterly maintenance and delivery of the Chase de Vere Fund Panels, including a number of other investment panels. The Fund Panels are used by 200 plus Chase de Vere advisers across the company’s offices nationwide.

The role is based in the company’s office in central Bath, where the Head of Investment Management is also based.

WHAT YOUR ROLE WILL INVOLVE

The key element of the role will be to construct and maintain both simple and complex spreadsheets. This will require the Junior Investment Analyst to be extremely proficient in using Excel. In addition, the Junior Investment Analyst will be required to identify and improve efficiencies with regards to current processes.

The role is instrumental in the maintenance and development of Chase de Vere’s Investment Proposition (including the advisory business and Discretionary Model Portfolio service), working with external research companies, product providers in requesting and collating information.

Responsibilities:

Maintaining and developing the company’s core investment fund panels
Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
Constructing simple and complex spreadsheets that will support the discretionary model portfolio service
Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
Working with external research companies, product providers for collating regular and ad-hoc information requests
Assisting in the administration of the Investment Proposition across multiple investment platforms
Producing and maintaining process documents for role responsibilities
Adhere to regulatory and compliance guidance at all times while consistently delivering to the highest service standards
Demonstrate flexibility to respond to the needs of the business and its clients
Have a high level of written English and the ability to produce well written and grammatically correct internal / external communications and reports
Ability to manage complex workloads and the ability to multi-task, and prioritise
Ability to work unsupervised to manage workload and meet strict deadlines

There will be the scope and opportunity for development within the role including moving towards:

Analytical fund research
Liaising with fund providers and fund managers
Contributing fund ideas to the Fund Panels and / or Discretionary Model Portfolios

WHAT YOU WILL NEED

Qualifications:

Educated to degree level or equivalent, either academically or professionally.

Experience:

A track record of successfully performing administrative responsibilities – a strong compliance and regulatory focus preferred;
An understanding of the financial services sector and regulatory context.

Skills

Extremely proficient in the use of Microsoft Excel – e.g. complex formulas, VBA etc.
Superior organisational, operational and administrative skills;
Exceptional attention to detail;
Strong communication skills, both verbal and written;
The ability to work as part of a team and maintain a positive, resilient and flexible approach to work.

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance – 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

Apply Now

Refine Your Search

portfolio analyst jobs in frenchay, gls

Junior Investment Analyst

Property Data Analyst

SharePoint Analyst

Senior IT Business Analyst

Senior Insight Improvement Officer

Business Analyst

Energy Billing Analyst

Business Analyst

Global Finance Strategy & Insight Analyst

Financial Analyst

Credit Risk Analyst

1st Line Technical Analyst

Service Desk Analyst

Associate Financial Operations Analyst (Bristol)

Senior Pensions Calculation Analyst

Business Analyst

Senior/Principal Wind Energy Yield Analyst

Credit Policy Analyst

Business Analyst - Information Management

Settlements Specialist

I want to receive the latest job alerts for portfolio analyst in frenchay, gls

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