Portfolio Analytics Specialist

The Investment Risk, Analytics and Research 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 incorporates a vision of risk analysis making a value-adding contribution to the investment process, and 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., The Portfolio Analytics Specialist role is focussed on providing risk-related information and analysis on portfolios to internal stakeholders - both in terms of regularly-requested items and in providing effective analytical solutions and consultancy to bespoke requests. The role incorporates overseeing and maintain the department's systems, in addition to proactively developing these toolkits to boost automation and efficiency, and to maximise time spent on value-adding tasks. Portfolio Analytics Specialists play a key role in supporting internal stakeholders with regular and bespoke solutions, problem solving and answering more complex queries. Effective communication with these internal stakeholders - answering queries and supporting their use of self-service routes - is an important element of the role. Portfolio Analytics Specialists also work closely with the department's Portfolio Analysts and Quantitative Analysts in pursuing projects, systems development, bespoke solutions and continuous development.,

• Play a central role in servicing internal stakeholders requests to the Investment Risk, Analytics and Research department, providing analytics, data and analysis and dealing with more complex ad-hoc requests.
• Produce portfolio analytics, risk and style analysis outputs and solutions through risk and style analysis systems on a monthly and ad hoc basis.
• Communicate proactively and effectively with department colleagues and the department's customers in providing requested information, valuable solutions, and efficient routes to the supply of information
• Work proactively and analytically to provide effective solutions to bespoke requests.
• Play a central role in the supply of information for the presentations to clients, potential clients and intermediaries.
• Maintain and proactively develop the department's information systems, supporting efficient workflow production and increasing automation.
• Contribute effectively to Systems development projects for Investment Risk systems.
• Contribute to the completion of one-off projects, and collaborate with department colleagues in pursuing research topics.
• Contribute effectively to the ongoing development and evolution of the Risk team's outputs, and the achievement of its strategic vision.
• Assist in the production of quarterly and ad hoc risk reports.
• Assist in producing and checking risk information in quarterly client reports.
• Document and develop processes.
Your Knowledge and Experience
• Working to high quality and pressing deadlines.
• Proactively Review and seek to improve existing processes.
• Communicate effectively across various departments and collaborate with colleagues to deliver high quality, accurate, and timely work.
• Programming, Power Apps skills and Financial Statements knowledge would be considered advantageous.
  
  Graduate or Postgraduate Calibre. Degree in Economics, Maths, Finance or Computing. Other degree disciplines - particularly ones with analytical skill sets or adept with thematic and critical thinking - are also highly relevant.
• CFA, or other investment qualifications (IMC, IOC, FRM etc.) are advantages and directly relevant to the role.
The Type of Candidate that we're looking for We are seeking a motivated and collaborative individual who thrives in a team environment. The ideal candidate should possess strong problem-solving and analytical skills, with the ability to work effectively under deadlines. Being solutions-oriented is essential, as we need someone who can identify challenges and devise effective strategies to address them.Critical Skills
• Data Literacy
• Improvement Mindset
• Systems Thinking
• 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.