FAQs
What is the primary focus of the Portfolio Analyst role?
The primary focus of the Portfolio Analyst role is to cover the UK FIG market, which includes sectors like banks, asset management, insurance, and Fintech.
What kind of tasks will the Portfolio Analyst be responsible for?
The Portfolio Analyst will complete large and complex valuation and analytical exercises, prepare presentation materials for M&A and capital markets transactions, support due diligence and document preparation, and keep abreast of market and regulatory developments.
What are the required qualifications for this role?
Required qualifications include proficient financial analysis and modeling skills, solid communication and project management skills, an in-depth understanding of investment banking products, client interaction experience, and excellent technology skills, particularly in Excel and PowerPoint.
Is FIG experience preferred for this position?
Yes, multiple years of investment banking experience with a preference for candidates who have FIG experience is preferred.
What skills are necessary for success in this role?
Necessary skills for success include strong organizational skills, attention to detail, willingness to learn, and the ability to work well in a team environment.
Are there opportunities for professional development in this position?
Yes, the role offers opportunities for professional development, particularly for candidates with a willingness to learn and develop their expertise in the investment banking field.
What tools and software skills are important for the Portfolio Analyst?
Excellent technology skills, particularly in Excel and PowerPoint, are important, along with the ability to quickly learn new software applications.
Will the Portfolio Analyst interact with clients?
Yes, the Portfolio Analyst will interact with clients and other transactional advisers as part of supporting execution and due diligence processes.