Portfolio Analyst, Private Markets

Location: Central Bristol

Total reward package: Dependent on experience

Brunel Pension Partnership Limited (Brunel) requires a Portfolio Analyst in the Private Markets team to support the delivery of investment services, playing an important role in the provision of Brunel’s services to its clients.

This role will involve UK and overseas travel.

Our progress in our first few years has been built on our values and culture of responsibility, courage, partnership and passion; and on our wide-ranging investment principles, whereby we are forging better futures by investing for a world worth living in.

The position enables candidates to gain experience at a recognised leader in sustainable investing, to receive ongoing training as well as support from an experienced team, and to work for a company where flexible working is part of the culture.

This role will assist with building on that progress and help lead Brunel through the next stage of our development.

The perfect candidate doesn’t exist, even on paper. If you are excited by the prospect of working for Brunel and have most of the skills or experience we are looking for, do just go ahead and apply. You may be a far better candidate than you realise!

Brunel is strongly committed to diversity and fosters a positive and inclusive work environment. We welcome applications from candidates of every ethnicity, gender, sexuality and age. We also seek candidates who embrace Brunel’s values, including our Responsible Investment values.

Duties as part of the Brunel Investment Team: 

1. Develop and maintain the skills, knowledge and expertise to effectively and compliantly execute the relevant allocated duties.
2. Deliver directly, or indirectly, with colleagues, excellent service to Clients.
3. Actively support Brunel’s diversity programme, both internally and externally, along with all other corporate policy initiatives.

The PA will work closely with colleagues in the Private Markets Team to deliver client outcomes via a series of portfolios across the following asset classes:  

• Infrastructure
• Private Debt
• Private Equity
• Property

Duties specific to PA:

1. Maintain records supporting monitoring and due diligence activities
2. Take responsibility for generation of commentary and insight for periodic client reporting
3. Use quantitative and qualitative analysis methods and techniques to support market and manager research, with a particular focus on Responsible Investment
4. Support thorough manager selection, due diligence and monitoring across the assigned Brunel portfolios
5. Support development of new ideas  to improve portfolios and meet vlient requirements through analysis and research, particularly in RI
6. Coordinate manager due diligence meetings
7. Deliver reporting and research for the Private Markets team
8. Provide general support across Investment Directorate to ensure best outcomes

About you 

• Can, and will, embrace and protect Brunel’s values and culture, including on diversity
• Experience within the investment decision process, either at an FCA-regulated investment manager or within an asset owner
• Highly numerate with an understanding of statistical and quantitative techniques
• Holds, or is willing to work towards, an investment qualification; CFA or similar preferred. Training towards a qualification will be supported if required
• Detail-oriented and a “completer-finisher”

How to apply 

To express formal interest, please email [email protected] quoting reference BPP/PAPM. Interviews are likely to be held in September.

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