Monaco, Monaco
1 day ago
Portfolio analyst / Discretionary Portfolio Management

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 Accountabilities

Management of account openings and closures.Actively contributing to the preparation of investment forums and board meetings.Managing and ensuring the proper execution of administrative tasks.Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness.Performance monitoring against benchmarks and objectives, analysing risk metrics, and creation of reports for senior colleagues and internal stakeholders.Conducting of simulations to assess the portfolio's resilience to different market scenarios and economic downturns, identification of potential vulnerabilities and informing on risk mitigation strategies, and communicate key findings to senior executives and board members.Monitoring of economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly.Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc) to solve problems creatively and effectively. The candidate will work in close collaboration with Risk Control and Governance, Compliance and Legal Teams.

Role Requirements

       ·         Linguistic skills appropriate for the Markets covered

         Proven familiarity with market information systems appropriate to asset classes covered (e.g. Bloomberg, etc.)         Excellent command of French and English an absolute necessity.

IT skills

         Microsoft Office; VBA; Python is an advantage.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

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