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Financial Consultant Financial Analyst Portfolio Manager

Public Equity Analyst - Data-Driven Portfolio Research

Job in London, Greater London, EC1A, England, UK
Listing for: Mason Blake
Seasonal/Temporary position
Listed on 2025-12-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 125000 - 150000 GBP Yearly GBP 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Job details

Location:
London

Date Posted: 13 October 2022

Category:
Investment

Job Type:
Permanent

Job :
Competitive

Description

Our client is a single-family office that invests across a diverse range of asset classes in public and private markets. This opportunity will join the public equities division and have a broad range of responsibilities to support the Head of Public Equities.

Key Responsibilities:

  • Detailed reporting on specific investments and portfolios, including preparation of summary reports used for board and investment committee level.
  • Maintain and ensure the integrity of data for performance, risk, and reporting processes.
  • Regular monitoring and analysis of existing investments in the public equity portfolio.
  • Research and modelling of new direct equity investment opportunities.
  • Perform investment research on external funds using Excel and Bloomberg.
  • Produce investment commentary and reports to support analysis and models.
  • Build relationships with key external stakeholders – fund managers, advisors, etc.
  • Ad-hoc modelling and analysis for investments in private markets.

    • Minimum Requirements:

  • 2-5 years’ experience in an analytical role, preferably within a finance or investment environment.
  • Keen interest in financial and investment markets.
  • Advanced Excel, including demonstrable experience building financial models.
  • Currently studying for, or have interest in, a relevant financial professional qualification.
  • Self-starter but with a willingness to take direction.
  • Demonstrates strong attention to detail and ability to work independently and as part of a team.
    • Apply for this job #J-18808-Ljbffr
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