Portfolio Analyst (Investment Risk - MAFI)

The Investment Risk department sits independently from the investment teams and reports to the Investment Risk Committee, which has the role of ultimate oversight on investment risk issues. The department provide an independent check on levels and sources of investment risk, and monitor the guidelines for each investment strategy. This involves providing multi-faceted perspectives on portfolios, plus feedback and challenge to Investment Teams. The department also provide a value adding research function to the investment teams, covering a wide variety of investment and portfolio construction topics., Reporting to a senior member of Investment Risk & Analytics, in this role you will work closely with the Investment Risk, Analytics & Research Team and engage with Investment Strategies. The focus of the role is to form and deliver effective and integrated investment risk analysis and research that provides robust and independent challenge to investment strategies. Forming a strong second line of defence on investment risk, the role has direct engagement with investment teams with a value adding and front office mindset. The role will involve producing bespoke analysis and research, plus risk reporting focussed on Baillie Gifford's Multi Asset, Balanced, Fixed Income, and Equity strategies with the purpose of providing insightful, engaging perspectives on risk which add value to the investment process.Responsibilities - Work closely with the investment teams to enhance the use of risk analysis and research, and portfolio construction approaches within the investment process. - Engage effectively with, and challenge investment teams on portfolio risk characteristics and adding value to the investment process, drawing upon a multi-faceted toolkit for considering, articulating and influencing on risk. - Produce and present risk reports and further develop understanding of investment risk. Complement the use of quantitative risk analysis techniques with qualitative insights and challenge on areas such as portfolio construction and strategy. - Contribute to the creation and curating of a network of third-party researchers and sources of valuable insight, relevant to insightful, multi-faceted risk analysis for Multi Asset, Fixed Income, Balanced, and Equity portfolios. - Create and present insightful and value-adding research - Provide training on investment risk to members of the investment departments and Clients Department as required. - Assist in maintaining and developing the monthly and quarterly risk monitoring and reporting processes. - Take responsibility for departmental projects as required. - Provide support for Clients Department including more in-depth analysis on specific issues and occasional external presentations. This position has been deemed a Certified role within the FCA's Senior Manager and Certification Regime. As a result occupants details will be displayed on the FCA register and both initial and annual fitness and propriety assessments must be completed.

• Experience in influencing investment strategy and portfolio construction, particularly in Multi Asset, Fixed Income, and Balanced portfolios.
• Proficient in thematic, investment, and portfolio analysis.
• Skilled in originating impactful research and managing research networks.
• Strong data management skills, with proficiency in Excel (VBA/macros), Python, SQL, and using software like FactSet and Bloomberg.
• Strong analytical skills with attention to detail, combining quantitative and qualitative insights.
• Effective communication and relationship-building with stakeholders.
• Growth-oriented mindset, proactive in learning and process improvement.
• Ability to manage workload independently and resolve issues proactively.
• Ability to work well in a team, sharing knowledge and collaborating effectively., Graduate or Postgraduate Calibre. Degree disciplines - particularly ones with analytical skill sets or adept with thematic and critical thinking - are highly relevant. (including, but not limited to, Maths, Sciences, Economics, Finance or Computing).
• Topics such as Economics, Economic History, Political Economy, Finance, Investment Strategy, or Quantitative Finance are advantageous.
• CFA, or other investment qualifications (IMC, IOC, FRM etc.) are advantages and directly relevant to the role.
The Type of Candidate we're looking for: The ideal candidate we are searching for will bring an excellent combination of technical skill sets, engagement and influencing abilities, and strong collaborative and teamwork skills to a vibrant investment risk team with a distinctive remit that is focussed on adding value to the investment process. In this role, experience of analysing and influencing multi asset portfolios, fixed income strategies, and balanced mandates is a significant focus and advantage. Technical skills in the areas of investment risk, quantitative and qualitative analysis and research, and analysis, challenge and improvement of portfolio management and construction. Critical Skills
• Adaptability
• Data Literacy
• Enabling Others
• Improvement Mindset
• Team Working
  
  At Baillie Gifford we are committed to fostering an inclusive and respectful culture in which each of our colleagues can thrive and develop. We believe that our clients are best served by a diverse workforce with the experiences, ideas and perspectives that this brings.