Investment Support Analyst (Portfolio Assistant)

Job Code: 13823

Country: GB

City: London

Skill Category: Asset Management

Description:

Job Title: Investment Support Analyst (Portfolio Assistant)

Corporate Title: Analyst

Department: NAM UK Global Equity team & NAM UK Fixed Income team

Location: London (Hybrid)

Company overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.

Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from and within Asia. For further information about Nomura, visit www.nomura.com

Department Overview:

The Nomura Asset Management (NAM) Fixed Income team consists of fixed income investment management, money market funds and credit research. Our clients are both retail and institutional. Japanese investors are the major clients while non-Japanese clients are growing fast. Credit funds are one of the fastest growing products of the team. The credit research team is based in London and Tokyo, and currently consists of five analysts, covering mainly North American and European companies. Analysts also co-work with portfolio managers and other credit analysts across the Global NAM offices.

The NAM UK Global Equity team manages a range of mainly developed market Global Equity portfolios on behalf of retail & institutional clients to a total of around $7bn assets under management. The process is highly team-oriented, and Research Analyst recommendations have significant impact on portfolio decisions. ESG analysis is integrated into the investment process of our NAM UK Global Equity team and a significant amount of asset under management is in ESG/Sustainability strategies (SFDR 9 & 8).

Role Description:

The candidate will support investment, analysis and team workflow processes both for the Global Equity and Global Fixed Income team; as described below; which somewhat vary by key department needs and frequency.

The role will support the NAM UK Global Fixed Income team, with role responsibilities including:

Cash & Liquidity Management: Support daily cash operations including reconciliation to assist the PMs, morning reporting, and daily cash monitoring to ensure efficient liquidity management

Trade Operations & Portfolio Support mainly for Money Market Funds (‘MMF’): Execute trade processing, operational validation, portfolio construction to assist the PMs

Financial Reporting & Analysis: Prepare comprehensive monthly, quarterly and annual reports for MMF products etc. Deliver insights and performance analytics to stakeholders

Stakeholder Communication: Develop materials for internal meetings and Create presentation materials for external clients to assist the PMs

Process Improvement & Documentation: Drive enhancement of procedures and workflows, Maintain up-to-date documentation

The role will support the NAM UK Global Equity team via a number of tasks around our Investment process and Fund reporting and marketing schedule. Role responsibilities include:

Coordinating our Global Stock Committee meeting, scheduling and tracking/documentation and communication as well as interface with other Committees

Tracking team Statistics on AuM, Team information/CV data

Assist in tracking, drafting and distribution of regular Fund performance reports to Sales/CPMs/Marketing

Assist in preparation of Fund RfPs, Fund-specific and topical marketing presentations and support our ESG/Reporting cycle / publications

Preparing specific analysis for Portfolio Managers as required to understand performance drivers, portfolio impact etc

Assist in understanding portfolio/risk characteristics, interfacing w performance and risk team

Attend stock analysis / portfolio review meetings and assist with follow-ups

Ideally be an expert in modernising our team’s workflow, DCF modelling and analysis by identifying and applying suitable robust AI tools

Skills, experience, qualifications and knowledge required:

Essential

Data analysis (Excel, database, etc.) experience, ideally from previous work within a Financial Services setting

Project management: self-organization and experience in delivering agreed processes in time and to a high degree of accuracy

Strong attention to detail - accuracy and diligence

Communication skills - experience in communicating and managing specific deliverables from and to multiple stakeholders

Interest in a career in the investment management area.

Preferred

Existing work experience within Investment Management

Preferably education to BA level or higher; with preference for financial or scientific degrees

IMC or CFA qualification advantageous; otherwise company will support acquiring such qualification

Accounting, Financial market or similar qualifications

Some familiarity with coding / programming languages

Nomura Leadership Behaviours

Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.

Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.

Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.

Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.

Inclusion: Respect DEI, foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).

Right to Work

The UK Government have taken steps to reduce net migration to the UK by limiting the number of overseas workers coming to the UK for employment. Please note that whilst we are able to consider applications from overseas workers from outside the UK (who require a Tier 2 Skilled Worker visa) we can only employ them if we can provide evidence that this is a genuine vacancy for a qualified role.

Diversity & Inclusion

If you require any assistance or reasonable adjustments due to a disability or long-term health condition, please do not hesitate to contact us.