Company
Finance
MultiAssetDealerandPortfolioAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Multi Asset Dealer and Portfolio Analyst. Skills: Portfolio analysis, Multi-asset dealing, Risk management, Trade execution, Financial stability management. Generate returns. Manage risk”
What You'll Achieve.
Enhance portfolio management efficiency and effectiveness; Identify profitable investment opportunities; Strengthen research processes; Strengthen controls
Industry & Context.
Engage in complex analysis of data from multiple sources of information to solve problems creatively and effectively
What They're Looking For.
Must Have
NISM 21B and 5A certification is required to be secured, Excel skills and analytical capability, Experience in trading, research and analytics application, Relevant educational qualifications and demonstrable experience in investments
Nice to Have
MBA in finance/ CA/ CFA is preferred, Experience within Private Banking, Wealth Management, or PMS structure, Experience working closely with fund managers or investment desks
What You'll Do.
Ensure portfolio's financial stability and long-term success
Allocation and monitoring of securities within a portfolio
Execution of research and analysis on various securities
Performance monitoring against benchmarks and objectives
Implementation of risk management strategies
Conducting of simulations to assess portfolio's resilience
Monitoring of economic data
and geopolitical events
Research of emerging asset classes
innovative investment strategies
and alternative investments
Managing and executing trades for the MAC portfolio
Following PM investment direction
Ensuring all trade and investment activities comply with regulatory and Barclays internal policies
How You'll Work.
Team & Collaboration
Collaborate closely with other functions/ business divisions; Collaborate with other areas of work, for business aligned support areas; Collaborate with the global framework of risk, legal, and compliance; Cross-team collaboration
Communication Scope
Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders; Creation of reports for senior colleagues and internal stakeholders; Communicate key findings to senior executives and board members; Communicate complex information
Process & Methodology
Lead collaborative assignments, Guide team members through structured assignments, Identify new directions for assignments and/or projects
Full Job Description
# **Job Description** **Purpose of the role** To generate returns, manage risk, and ensure the portfolio’s financial stability and long-term success. **Accountabilities** * Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness. * Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the banks risk tolerance. * Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders such as Relationship Managers and Investment Advisors. * Performance monitoring against benchmarks and objectives, analysing risk metrics, and creation of reports for senior colleagues and internal stakeholders. * Implementation of risk management strategies to identify, assess, and mitigate potential financial risks associated with the portfolio, such as market fluctuations, credit risk, and liquidity risk. * Conducting of simulations to assess the portfolio's resilience to different market scenarios and economic downturns, identification of potential vulnerabilities and informing on risk mitigation strategies, and communicate key findings to senior executives and board members. * Monitoring of economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly. * Research of emerging asset classes, innovative investment strategies, and alternative investments to potentially enhance portfolio returns. * Stakeholder management of investment banks, market makers, and other external partners as needed for portfolio transactions and information gathering. **Assistant Vice President Expectations** * To advise and influence decision
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