Portfolio Strategy Analyst

Description

The main duties and responsibilities are:

Portfolio Construction & Strategy Development

• Maintain and update the TDRG return driver model with quarterly return factors and PMG assumptions.
• Assist in the periodic review and refinement of risk/return assumptions for existing PMG strategies.
• Support the development of assumptions for new PMG strategies and portfolio design content.
• Contribute to the evolution of portfolio construction methodologies and frameworks.
• Maintain documentation related to portfolio construction processes and assumptions.
• Provide technical support to RPMG executives on portfolio construction and modeling queries.
  
  

• Collect and synthesize user feedback from Regional PMGs to inform platform enhancements.
• Define user story requirements for globally relevant features and strategy content.
• Collaborate with Jacobi and WTW developers on feature development and acceptance testing.
• Apply domain expertise to manage simulation sets, asset classes, strategies, and investor-specific lenses.
• Maintain and enhance global PMG templates, storyboards, and platform functionality.
• Provide Tier 2 support for complex platform issues unresolved by regional SMEs.
• Deliver training sessions for Regional PMG and other stakeholders on Jacobi usage.
  
  

• Clients – take ownership of reports and build strong relationships with other teams
• Financial/Business KPIs – work efficiently and achieve chargeable hours target
• People – build strong relationships across various teams and support colleagues to create a good working environment
• Operational Excellence and Innovation – follow policies and guidelines; seek to develop more effective tools and products to support our clients and the business
  
  

• We would expect candidates to have a mathematical background (eg degree in Mathematics, Physics, Actuarial Science or Computer Science) with an interest in applying mathematical techniques to financial modelling; with at least 1-2 years relevant work experience.
• Interest in building knowledge of mathematics models and financial markets
• Good organisation and time management skills, with a proven ability to handle a variety of assignments and meet tight deadlines
• Proven effective oral and written communication skills in business English
• Ability to work on own initiative when required, as well as in a team with enthusiasm to challenge processes and work with the team to effect change.
• Confidence to communicate and work with people at all levels in a variety of roles, locations and functions
• Detail and results orientated, with a logical and analytical method of working
• Knowledge of institutional investors is desirable but not essential.
• Proficient user of Excel and experience in maintaining/populating static data is required.
• Desire to work in the investment industry.