Portfolio Business Analyst

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Client

Our client is a long established and market leading bulk annuity provider in the UK, with a substantial retirement annuity book and a large base of institutional and retail customers whose retirement benefits they are responsible for securing. They specialise in pension risk transfer solutions for defined benefit schemes, as well as reinsurance, working closely with companies, pension schemes, and their advisors to help settle pension liabilities and support the long term financial security of scheme members.

Team

The successful candidate will join a cross functional team supporting a portfolio optimisation project. The team collaborates closely with investment, finance, and quantitative modelling stakeholders to enhance and develop asset modelling and optimisation tools that support key business decisions.

Position overview

As an Investment Portfolio Business Analyst on the portfolio optimisation project, you will be responsible for gathering and documenting requirements to enhance existing optimisation tools or assist in the development of new solutions. You will map end to end portfolio optimisation processes, identify areas for refinement, and communicate effectively with diverse stakeholders to ensure alignment and delivery quality.

This is a 6 month engagement with potential for extension, subject to performance and available opportunities. The role is offered on a hybrid remote basis, with the expectation to visit the office in the City of London a couple of days per week.

Responsibilities

Engage with Investment and Finance teams to clarify and extract detailed business requirements
Facilitate communication with a diverse group of stakeholders across quantitative, finance, and technology functions
Document end to end portfolio optimisation processes and workflows
Define requirements related to asset modelling and optimisation, including regulatory constraints
Support the translation of business needs into clear specifications for development teams
Provide training and knowledge transfer to teams on new or enhanced optimisation solutions
Proactively identify opportunities for process improvements and automation

Requirements

Strong understanding of investments, including end to end processes from trading through finance reporting and cash management
Familiarity with investment terminology such as SCR, DTSMW, PV01, IE01, and related optimisation constraints
Experience defining requirements for asset modelling tools, ideally with a portfolio optimisation focus
Solid knowledge of regulatory frameworks, specifically Solvency and SCR requirements
Deep understanding of LDI and liquidity matching asset challenges, including feasibility and rebalancing costs
Exposure to listed and unlisted instruments, with illiquid asset valuation such as property or infrastructure considered a plus
Proven ability to work effectively with a diverse stakeholder group
Demonstrated self starter attitude with strong communication and interpersonal skills
Familiarity with market data, including prices, curves, and spreads
Ability to provide training on new solutions and tools

Nice to have

Experience with internal tools such as Python or MATLAB for modelling
Background in fixed income instruments
Knowledge of external tools such as Aladdin, Bloomberg PORT, Bloomberg MARS, MSCI BarraOne, RiskMetrics, and Ortec Finance

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Client

Team

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Responsibilities

Requirements

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