About Company
Rathbones Group Plc is one of the UK’s leading providers of personalised investment management and wealth management services for individuals, charities, and professional advisers. With a heritage spanning over 250 years, we pride ourselves on building enduring relationships, offering bespoke financial solutions, and a commitment to responsible investing. Our vision is to be the most trusted and highly valued provider of wealth management in the UK. We combine traditional values with modern expertise, fostering a culture of excellence, integrity, and client focus. Joining Rathbones means becoming part of a team that is dedicated to helping clients achieve their financial goals, whilst contributing to a vibrant and supportive working environment where professional growth and development are highly encouraged.
Job Description
We are seeking a highly motivated and analytically minded Investment Analyst to join our dynamic Portfolio Evaluation team based in our Liverpool office, serving clients across the Wallasey and broader Merseyside region. This pivotal role involves providing comprehensive analysis of investment portfolios, evaluating performance, assessing risk, and contributing to the optimisation of client strategies. The successful candidate will play a critical part in generating insights that inform investment decisions and ensure our portfolios consistently align with client objectives and market opportunities. You will be responsible for conducting in-depth performance attribution, risk factor analysis, and scenario modelling across various asset classes. This role demands a keen eye for detail, a strong quantitative background, and the ability to translate complex data into clear, actionable recommendations. You will work closely with Portfolio Managers, Researchers, and other Investment Analysts, providing essential analytical support and contributing to the continuous improvement of our evaluation methodologies. This is an exceptional opportunity for a talented individual looking to deepen their expertise in investment analysis within a prestigious and growth-oriented wealth management firm.
Key Responsibilities
- Conduct detailed performance attribution analysis to identify key drivers of portfolio returns.
- Perform comprehensive risk assessments, including VAR, stress testing, and scenario analysis.
- Prepare regular and ad-hoc portfolio performance reports for internal stakeholders and clients.
- Monitor market trends, economic indicators, and regulatory changes impacting portfolio performance.
- Collaborate with Portfolio Managers to provide insights and support investment decision-making.
- Develop and refine analytical tools and models to enhance portfolio evaluation processes.
- Assist in the due diligence of new investment opportunities and strategies.
- Ensure accuracy and integrity of investment data used in analysis.
- Present findings and recommendations to senior analysts and investment committees.
- Contribute to thought leadership on investment performance and risk management.
Required Skills
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Proven experience in investment analysis, preferably within portfolio evaluation or risk management.
- Strong understanding of financial markets, investment products, and portfolio theory.
- Advanced proficiency in Microsoft Excel (VBA an advantage) and financial modelling.
- Excellent analytical, quantitative, and problem-solving skills.
- Ability to interpret complex data and communicate findings clearly and concisely.
- Meticulous attention to detail and high standards of accuracy.
- Strong interpersonal skills and ability to work effectively in a team environment.
- Proficiency with financial data platforms (e.g., Bloomberg, Refinitiv).
Preferred Qualifications
- CFA candidacy or CFA Charterholder designation.
- Master's degree in Finance or a quantitative discipline.
- Experience with portfolio management software (e.g., FactSet, Aladdin, BlackRock eFront).
- Familiarity with programming languages such as Python or R for data analysis.
- Knowledge of GIPS (Global Investment Performance Standards).
Perks & Benefits
- Competitive base salary and annual performance-based bonus.
- Generous pension scheme with employer contributions.
- Private medical insurance and life assurance.
- Income protection and critical illness cover.
- 25 days annual leave plus bank holidays, with options to purchase additional leave.
- Comprehensive professional development and training opportunities, including support for CFA qualification.
- Employee assistance programme and wellbeing initiatives.
- Cycle to work scheme and interest-free season ticket loans.
- Opportunity to work in a collaborative and supportive culture.
How to Apply
Interested candidates are invited to submit their comprehensive CV along with a cover letter outlining their suitability for this role and their passion for investment analysis. Please click on the application link below to proceed with your application. We encourage you to highlight any relevant experience in portfolio evaluation and your understanding of the Wallasey/Liverpool financial landscape.