Portfolio Analyst

An exceptional opportunity for a mid-level Portfolio Analyst to shape the future of Financial Services in Leeds.

Financial Services firms across Yorkshire are under pressure to prove their investment decisions hold up under scrutiny, from regulators and from clients who read the news. This established SME, based in Leeds, has built its reputation on getting that analysis right. They need a Portfolio Analyst who can sit close to the numbers and close to the people making decisions with them.

Here's what you'll be doing

Monitor and report on portfolio performance across a range of client mandates, flagging risk exposure before it becomes a problem

Build and maintain financial models that support investment recommendations for the wider team

Prepare client-facing reports that translate technical analysis into plain, useful commentary

Work with portfolio managers to review asset allocation and rebalance where required

Track regulatory changes affecting the firm's Financial Services obligations and update internal processes accordingly

Support the onboarding of new investment products, including data validation and pricing checks

Here are the skills you'll need

Three or more years working as a Portfolio Analyst or in a similar investment analysis role

Strong Excel and financial modelling skills. VBA or Python is a bonus, not a requirement

Solid grounding in portfolio theory, asset classes, and risk metrics

A relevant degree or progress towards a professional qualification such as IMC or CFA

The ability to explain complex analysis clearly, whether that's to a fund manager or a client who isn't a numbers person

Comfortable working to deadlines without cutting corners on accuracy

Key perks and benefits

Salary of £41,000 to £62,500, depending on experience

Annual bonus scheme and pension contribution

Private medical insurance

Generous annual leave with flexible working built around office hours

Based full-time in the Leeds office, with genuine scope to grow into a senior Portfolio Analyst position

Why pursue a career in Financial Services?

Financial Services rewards precision, and it pays for it too. Leeds has quietly become one of the UK's strongest regional hubs for asset management and investment analysis, second only to London in terms of scale, which means a Portfolio Analyst based here isn't short of options if they want to move up. Get good at this job and the ceiling is high.

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