Portfolio Analyst (m|f|x) London

Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers, we deliver a diverse range of solutions across asset classes, styles, and vehicles. We’re dedicated to advancing sustainable finance and developing innovative ESG products. We consult and partner with our clients, and continually evaluate markets and assumptions to ensure their strategy delivers on long-term goals.

At Natixis Investment Managers, we continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We are committed to finding reasonable adjustments for candidates during our recruitment process. Please let us know if there are any changes we could make to the application process to make it easier and more comfortable for you.

Tasks

We currently have two open positions within the Solutions team based in London. The candidates will perform portfolio analyses, research on market themes and help provide multi-asset solutions for clients. The role is expected to evolve over time and become more client facing with the candidate’s seniority.

You will be working in a growing, multi-asset Solutions team based in London, working with colleagues in Paris, Singapore and Boston. This role includes working closely with Sales and other members of the wider Solutions team.

What will I be doing?

• Help senior members of team to present portfolio analyses to clients, both via video conference and in person
• Prepare and deliver reports and customised portfolio recommendations for client meetings, periodic sales training and other key events
• Conduct in-depth research on investment funds from both Natixis and its competitors
• Develop optimisation tools and processes to enhance our multi-asset solutions
• Analyse relevant market-based trends and market themes that are pertinent to our clients and to aid sales efforts.
• Other ad hoc analyses and project work as requested
• Occasionally present topics to groups of clients, internally as well as at industry events

Profile / Your qualification / Your personality

• 0-3 years of experience, ideally in a multi-asset environment, with a bias to quantitative analytics and portfolio construction
• Must be fluent in English; other European languages such as French, Spanish or Italian a plus
• Good understanding of investing, economics and finance, as well as asset allocation, risk management and capital markets theory
• Good knowledge of Microsoft Office, especially Excel
• Coding language skills such as Python and VBA very useful
• Ability to understand and communicate complex concepts and connect to a multi-cultural and global audience, having a diverse range of technical expertise
• Must be proactive, energetic and client-focused with the ability to motivate others
• Strong organisational skills essential with the ability to work independently, be a self-starter and results focused
• Willingness to travel occasionally

That awaits you

• Start-Date: ASAP
• 18-20 months
• £35,000 per annum
• 26 days of holiday entitlement (plus a day off on your birthday, plus Bank Holidays

Application

At Natixis Investment Managers, we continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We are committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruitment process - please do contact us to request accommodation if required.

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Location

One Carter Ln, London UK-EC4V 5ER