Portfolio Analyst / Assistant Portfolio Management – Long/Short Equity
Octavius Finance, a specialist recruiter within quantitative financial markets, is working with a London-based hedge fund seeking to hire a Portfolio Analyst to join its long/short equity investment team.
This is a highly visible role sitting within the investment team, working directly with the Portfolio Manager and senior stakeholders across portfolio implementation, account management, investor support and business-facing project work.
The successful candidate will play a key role in ensuring portfolio decisions are implemented accurately and efficiently across pooled funds and managed accounts. Alongside portfolio implementation, the role will involve supporting performance analysis, investor materials, track record modelling, RFPs, DDQs and broader strategic initiatives linked to the continued growth of the investment platform.
This is an excellent opportunity for someone with 2-5 years’ experience in a front or middle office role who is looking to move into a more investment-aligned position, with direct exposure to portfolio management, fund structures, trade implementation and the wider investment process.
Key Responsibilities
• Supporting portfolio implementation across pooled funds and managed accounts.
• Assisting with strategy alignment, managed account replication and portfolio rebalancing.
• Managing account flows, including subscriptions, redemptions, pro rata scaling and rebalancing activity.
• Preparing and raising orders for the investment team with accurate and timely execution instructions.
• Working directly with the Portfolio Manager to ensure investment decisions are implemented efficiently across portfolios.
• Supporting portfolio and performance analysis for internal stakeholders, investors and consultants.
• Modelling track records, carve-outs and business strategy metrics.
• Producing pitch materials, investor presentations and fundraising-related documentation.
• Coordinating investment team inputs into RFPs, DDQs and operational due diligence questionnaires.
• Supporting investment-related projects across the wider business.
• Working closely with trading, operations, investor relations and senior stakeholders.
Requirements
• 2-5 years’ experience within a front office, middle office, portfolio implementation, investment operations, portfolio operations, investment support, product or trading assistant role.
• Experience within a hedge fund, asset manager or broader investment management environment.
• Strong understanding of portfolio implementation, trade lifecycle and fund structures.
• Strong Excel skills and confidence working with portfolio, performance and investment data.
• High attention to detail and accuracy, particularly under time pressure.
• Clear communication skills and the ability to work directly with investment professionals and senior stakeholders.
• Ability to own processes end to end and deliver work to a high standard.
• Strong organisational skills and the ability to manage multiple priorities in a fast-moving investment environment.
Backgrounds of interest may include Portfolio Analyst, Portfolio Implementation Analyst, Investment Operations Analyst, Investment Support Analyst, Portfolio Operations Analyst, Middle Office Analyst, Product Specialist, Business Analyst or Trading Assistant roles.
Additional Information
• Level: Analyst / Associate.
• Location: London.
• Working pattern: Minimum three days per week in the office.
This is a strong opportunity for someone looking to build a career within an investment team, gaining direct exposure to portfolio management, implementation, investor-facing work and strategic projects within a long/short equity hedge fund environment.
To apply please send a copy of your cv to mailto:fundmanagement@octaviusfinance.com