Bank ABC

Data Analyst - Portfolio Management

Job description

Job Title: Data Analyst - Portfolio Management

Location: London, U.K.

Department: Wholesale Banking

Employment Type: Contract

Work Pattern: Full-Time

Contract Type: 12 Months Fixed Term Contract

Overview:

To establish and implement a holistic and dynamic framework for optimizing financial resource deployment to the wholesale banking commercial portfolio. The Data Analyst - Portfolio Management role will play a key role in building a structure that optimizes risk-adjusted returns, drives portfolio growth, and empowers informed decision-making across the business.

What You Will Be Doing:

  • Framework Development:
    • Design and implement a comprehensive Portfolio Management framework, encompassing pipeline monitoring, capital allocation, risk monitoring, performance evaluation, and loan structuring methodologies.
    • Integrate best practices, complex financial modelling, relevant industry insights and governance into the framework, ensuring adaptability, scalability and flexibility for various evolving market conditions.
    • Establish clear portfolio allocation strategies and decision-making protocols to promote consistency and transparency.
  • Portfolio Construction and Optimization:
    • Apply the framework to actively manage the portfolio, tailoring structures and pricing to maximize risk-adjusted returns.
    • Leverage qualitative and quantitative analysis to identify high-potential counterparties and strategically allocate credit across products, geographies, industries and sectors.
    • Ensure portfolio allocation/optimization recommendations are concisely presented to relevant governance committees (Business Committee, Assets & Liability Committee etc) for endorsement/approval.
    • Implement, in conjunction with the Global Trade & Debt Distribution function, portfolio optimization techniques to ensure diversification, manage exposure to market factors, and optimize capital allocation.
    • Performance Monitoring and Analysis:
      • Continuously monitor portfolio performance against benchmarks and pre-defined metrics.
      • Analyze deviations from expected outcomes and identify potential areas for improvement.
      • Conduct regular stress testing to assess portfolio resilience under various market scenarios.
    • Knowledge Dissemination and Collaboration:
      • Effectively communicate the rationale behind portfolio decisions and framework updates to Wholesale Banking Europe and senior management.
      • Foster a collaborative environment where the sharing of knowledge and insights is the norm to enhance portfolio performance.
      • Contribute to the ongoing refinement and enhancement of the portfolio management framework.
    Any other activities that are initiative, project or ad-hoc led that may be requested.

    Candidate Specification:

    • Excellent understanding of the Wholesale Banking Product Suites (Transaction Banking, credit & lending and Real Estate) and risk management techniques & metrics (i.e. distribution, insurance, risk adjusted return on capital, probability of default, FIRB etc).
    • Strong stakeholder management abilities, natural and pro-active communicator.
    • Excellent proficiency in financial software and data analysis tools.
    • Expertise in quantitative analysis, financial modeling, and portfolio stress testing methodologies.
    • Excellent analytical, problem-solving, and communication skills.
    • Collaborative leadership qualities and the ability to influence and motivate others.
    • Bachelors degree in Finance, Economics, or a related quantitative field, preferably with a focus on portfolio theory and risk management.
    • CFA (or similar) highly desirable
    • Minimum of 5 years of experience in portfolio management, with a proven track record of success.
    • Significant exposure to all Wholesale Banking products, their structures & risk treatments , in particular Trade Finance
    • Significant exposure to financial modelling & visualization techniques with large datasets (i.e. databases, excel, VBA, SQL, Power BI)
    • Excellent communication and interpersonal skills, problem solving skills, delivery focused, ability to communicate at all levels of the organization internally and externally, highly organized and attentive to detail.
    • Strong sense of ownership and accountability
    • A strong level of commercial acumen and pro-activeness with the ability and willingness to take the initiative.
    • Cultural agility, ability to multitask with a strong execution and delivery focus.
    • Team player who brings a sense of positive energy and the ability to influence, inspire and motivate stakeholder groups across the organization.

    Equal Employment Opportunity

    Bank ABC is committed to the principles of equal employment opportunity for all employees and applicants and, in accordance with applicable laws, does not discriminate on the basis of sex, gender identity, gender expression, race, color, religion, national origin, ancestry, age, marital status, disability, medical condition, sexual orientation, or on any other basis prohibited by law.

    We welcome applications from people with disabilities and are committed to providing reasonable adjustments, where necessary, to make interviews and jobs more accessible. Should you have any difficulty during the recruitment process, require any reasonable adjustments or an application to Access to work please contact the recruitment lead on: michael.williams@bank-abc.com

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