Portfolio Analyst – Industrial Placement

Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 engaging managers. Ranked among the world’s largest asset managers, we deliver a diverse range of solutions across asset classes, styles, and vehicles. We’re dedicated to advancing sustainable finance and developing innovative ESG products. We consult and partner with our clients and continually evaluate markets and assumptions to ensure their strategy delivers on long-term goals.

At Natixis Investment Managers, we continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We are committed to finding reasonable adjustments for candidates during our recruitment process. Please let us know if there are any changes, we could make to the application process to make it easier and more comfortable for you.

Programme Information

This industrial placement will provide the opportunity to build your knowledge and experience of asset management including traditional and alternative asset classes, tactical and strategic asset allocation, portfolio management and analysis, fund analysis and macroeconomics. In addition, they will have broad exposure to different teams across the organisation.

We offer hybrid working (a minimum of two days in the office per week) and a generous holiday allowance of 26 days per annum, plus an extra day off on your birthday. The industrial placement will last for 12 months with an annual salary of £30,000.

What are we looking for?

The role is suitable for highly quantitative, independent student, with a keen interest in understanding the asset management industry and construction of investment portfolios. The role requires high levels of numeracy so the candidate should have a good Mathematics A level or equivalent.

The Team

The role is based within the Portfolio Clarity function of the Portfolio Construction team which sits within the Natixis Investment Management Solutions (NIMS) group.

Founded in 2011, the team works with institutional clients in two main capacities. Firstly, and chiefly it completes impartial and comprehensive portfolio evaluations, dissecting clients’ portfolios by asset class, risk and correlation. Secondly it completes fund comparisons for prospective buyers of our affiliated funds to give them a better understanding of their performance and risk compared to their peers and benchmarks. The team and all team members continuously engage with a wide range of internal stakeholders including Legal, Compliance, Risk, Sales, Finance, and Fund Operations.

Responsibilities include

• Conducting fund comparisons and performing comprehensive portfolio analytics.
• Maintaining and updating the allocated areas pipeline, including notes from client calls related to portfolio performance.
• Collaborating on projects with team members and shadowing their efforts throughout the year.
• Assisting in the preparation of weekly macro and market presentations for internal stakeholders.
• Market intelligence gathering, including peer group analysis, and identifying market and product trends.
• Updating team presentations with new team members/changing responsibilities.
• Supporting the continuous collection and analysis of team metrics and statistics.

Skills and requirements

• Experience in a mathematically based subject and knowledge of common financial statistics is essential.
• A demonstrable, keen interest in economics and finance.
• Good organisational skills
• Multi-tasking and the ability to manage a variety of tasks to specific deadlines
• Excellent communication and analytical skills
• Enjoys working in a progressive global environment
• Comfortable with independent learning.
• Competency in Excel, and an acquaintance with VBA/Python would be useful.

How to apply

Please send your CV and Cover Letter to us.