Director Portfolio Analytics

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Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners

Job Description

Evelyn Partners manages over £60bn of institutional and private client investment portfolios. These portfolios are supported by several third-party analytics vendors including Morningstar, Bloomberg, FactSet etc. As part of ongoing process improvement, Evelyn Partners is looking to enhance the access to and delivery of critical portfolio analytics for decision-makers. These analytics include exposure, performance, risk and related data sets. The Portfolio Analytics Director's purpose is to support better investment decision-making through better information.

What you will be doing

As the Director, Portfolio Analytics you will set up and lead the newly created Portfolio Analytics Team. This will involve managing and developing a small team of Portfolio Analysts. The role will also have responsibility for the tools, platforms and processes needed to deliver the BAU production of portfolio analytics for central investment propositions. The Director, Portfolio Analytics and Portfolio Analysts will interface directly with investment decision-makers and related teams to identify and interpret the key investment drivers. Close collaboration with other teams including central investment teams, strategy and risk teams will be essential. There will be extensive opportunity for ad-hoc analytical work.

Key Responsibilities

• Lead the Portfolio Analytics Team
• Manage and develop a small team of Portfolio Analysts
• Ensure the Team's tools, platforms and processes are sufficient to deliver BAU production of portfolio analytics
• Generate portfolio analytics reports for central investment propositions from internal and external systems
• Ensure analytics content describes multiple perspectives on portfolio exposure, performance and risk
• Provide interpretation and narrative on the key drivers of investment outcomes
• Work closely with Investment decision makers to explore and understand these key drivers
• Support portfolio construction as needed
• Support generation of client facing materials as needed
• Ad hoc project work and analysis as needed
• Ensure process controls and quality assurance over the above.

Qualifications

What we're looking for

• Degree in Finance Related and / or quantitative subject.
• CFA / CFRM / CIPM helpful but not required
• Experience of third-party portfolio analytics systems (MorningStar, Bloomberg, Factset etc) would be helpful.
• Experience of running and improving BAU processes for portfolio analytics would be helpful.
• Knowledge of investments and investment strategies is important
• Experience of SQL, Python, Power BI etc would be helpful but is not essential.
• Experience in an asset management, wealth management or consulting role would be helpful.
• Excellent attention to detail
• Good analytical skills
• Good written and face-to-face communications skills
• People Management skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.