About Company
Joining Career.zycto means becoming part of a dynamic team dedicated to pioneering investment strategies and delivering exceptional client value. We foster an environment where sharp analytical minds, particularly those focused on portfolio evaluation, can truly thrive and make a tangible impact. Our commitment to innovation in the financial sector, combined with a collaborative culture, provides the perfect platform for an Investment Analyst to hone their skills, contribute to critical decision-making, and advance their career. We believe in empowering our employees to achieve their full potential, driving success for both our clients and our firm in the competitive Aberdeen market.
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Job Description
Are you a highly analytical and detail-oriented financial professional with a keen interest in dissecting investment performance and evaluating complex portfolios? Career.zycto, a forward-thinking financial services firm based in Altens, Aberdeen, is seeking a talented Investment Analyst specializing in Portfolio Evaluation to join our growing team. This is a pivotal role where you will be instrumental in providing critical insights into our investment strategies, performance drivers, and risk exposures, directly contributing to our clients’ financial success and our firm’s strategic objectives.
In this role, you will be responsible for conducting rigorous quantitative and qualitative analysis of various investment portfolios, ranging across different asset classes. Your day-to-day will involve deep dives into performance attribution, identifying what truly drives returns and deviations from benchmarks. You’ll assess and monitor a spectrum of risks, ensuring our portfolios are robust and resilient in fluctuating market conditions. Crafting clear, concise, and insightful reports for both internal stakeholders, including portfolio managers and senior leadership, and external clients will be a significant part of your contribution. We expect you to not just present data, but to interpret it, drawing actionable conclusions that inform investment decisions.
You will play a key part in developing and maintaining sophisticated financial models, essential for forecasting and evaluating potential investment scenarios. Collaboration is at the heart of our operations; you’ll work closely with our experienced portfolio managers and research teams, providing them with the analytical backbone needed for informed decision-making. Staying ahead of market trends, economic indicators, and regulatory shifts is paramount, and you will be expected to continuously monitor these factors and their potential impact on our portfolios. This role offers an exceptional opportunity to advance your expertise in a supportive and intellectually stimulating environment, making a tangible impact on our investment outcomes and client relationships.
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Key Responsibilities
- Conduct in-depth quantitative and qualitative analysis of investment portfolios and individual securities.
- Monitor portfolio performance against established benchmarks, objectives, and client mandates.
- Perform detailed performance attribution analysis to identify key drivers of returns and risk-adjusted performance.
- Assess and monitor portfolio risk exposures, including market, credit, liquidity, and operational risks.
- Prepare comprehensive, clear, and insightful portfolio evaluation reports for internal stakeholders and clients.
- Develop and maintain robust financial models for investment analysis, valuation, and scenario forecasting.
- Collaborate closely with portfolio managers, research analysts, and client relationship teams to inform investment decisions and strategy.
- Stay abreast of global market trends, economic indicators, regulatory changes, and their potential impact on investment portfolios.
- Participate in client review meetings, presenting performance insights and analytical findings.
- Contribute to the continuous enhancement of reporting tools, analytical methodologies, and data management processes.
Required Skills
- Strong analytical and quantitative skills with a meticulous attention to detail.
- Proficiency in financial modeling, statistical analysis, and data interpretation.
- Expertise with industry-standard investment analysis platforms (e.g., Bloomberg Terminal, Refinitiv Eikon, FactSet).
- Advanced Microsoft Excel skills, including pivot tables, VLOOKUPs, and ideally VBA programming.
- Solid understanding of financial markets, investment products, portfolio theory, and risk management principles.
- Excellent communication skills, both written and verbal, for presenting complex information clearly.
- Ability to work effectively both independently and as part of a collaborative team in a fast-paced environment.
- Proven problem-solving capabilities and a proactive approach to challenges.
Preferred Qualifications
- CFA designation or significant progress towards its completion.
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Experience with programming languages for data analysis (e.g., Python, R).
- Prior experience in an investment analysis, portfolio management, or risk management role within financial services.
- Knowledge of specific asset classes relevant to Career.zycto's investment focus (e.g., equities, fixed income, alternatives).
Perks & Benefits
- Competitive salary package and performance-based bonus structure.
- Comprehensive health and dental insurance.
- Generous paid time off, including holidays and vacation days.
- Company pension scheme with employer contributions.
- Support for professional development and continuing education (e.g., CFA sponsorship, relevant courses).
- Modern office environment located in the vibrant Altens business district.
- Opportunities for career advancement and growth within a dynamic firm.
- Employee assistance program offering confidential support and resources.
How to Apply
Interested candidates are encouraged to click the application link below to submit their resume and a cover letter outlining their experience and qualifications relevant to this role. Please ensure your application clearly demonstrates your analytical capabilities and your passion for investment analysis and portfolio evaluation. We look forward to reviewing your application and exploring how your expertise can contribute to Career.zycto’s success.
