- Job title: Client Portfolio Analyst Location: Moorgate, London Pay rate: Circa £55,000 per annum The ClientMy clients' purpose is to provide independent advice to clients on all aspects of personal financial planning and investment management and they now have a vacancy for a Client Portfolio Analyst to join their Investment team. The role will provide the opportunity to learn about a broad range of asset classes, markets, investment funds and individual sJob title: Client Portfolio Analyst Location: Moorgate, London Pay rate: Circa £55,000 per annum The ClientMy clients' purpose is to provide independent advice to clients on all aspects of personal financial planning and investment management and they now have a vacancy for a Client Portfolio Analyst to join their Investment team. The role will provide the opportunity to learn about a broad range of asset classes, markets, investment funds and individual s
- PRIMARY RESPONSIBILITIES:* To ensure all daily tasks / controls are completed in line with the departmental PRIMAmaps and procedures.* To assist the Associate Director / Department Head on projects, process improvements ornew business initiatives as requested.* To continue to develop product / market knowledge to ensure daily processes areappropriate to reduce operational risks.* To escalate any unusual behaviour as well as any processing issues to the AssPRIMARY RESPONSIBILITIES:* To ensure all daily tasks / controls are completed in line with the departmental PRIMAmaps and procedures.* To assist the Associate Director / Department Head on projects, process improvements ornew business initiatives as requested.* To continue to develop product / market knowledge to ensure daily processes areappropriate to reduce operational risks.* To escalate any unusual behaviour as well as any processing issues to the Ass
