Janus Henderson Investors Portfolio Analyst in London, United Kingdom
We are a leading independent global asset manager, dedicated to delivering the best outcomes for our clients through a highly diversified range of actively-managed products. We are truly global, supporting our individual and institutional investors across a range of products, encompassing equities, fixed income, multi-asset and alternatives. Our high-energy and collaborative culture at Janus Henderson helps our client achieve their goals and ensures that our people love the place they work.
Our culture is the foundation for how we interact with clients and one another as part of our unique, people-focused work environment. We support a flexible hybrid working model that allows teams to build a strong and positive culture by inspiring innovation and increasing collaboration. Currently our hybrid working model allows employees to work 2 or more days in office and the remaining time remotely.
Employees and Managers will discuss and determine what schedule works best for them and the team, with additional flexibility available based on the role, business needs, and individual circumstances.
JHI Workplace Practices is subject to change as the future of work within our organization evolves.
Janus Henderson offers expertise across all major asset classes, with investment teams situated around the world. These dynamic teams are structured and operate in ways that are best suited to their asset classes and manage products designed to meet a range of investor needs globally. We do not impose top-down house views; instead we allow an appropriate level of flexibility within a controlled environment and encourage the sharing and debate of investment ideas. Our Investment teams are grouped under: Equities, Fixed Income, Multi-Assets and Alternatives.
Overview of the role
As a Corporate Credit Portfolio Analyst you will work closely alongside the Research Analysts and Portfolio Managers to provide excellent data support, including the collection, presentation and reporting of accurate data. You will liaise regularly with multiple teams across the business and will work on ad hoc investment projects. You will assist in building applications that both improve the team’s efficiency as well as tools to improve alpha.
Duties and responsibilities
Portfolio Manager & Analyst support
Update and maintain portfolio risk modelling spreadsheets; perform risk analysis on a variety of corporate mandates
Produce daily performance reports and position summaries as needed
Update monthly standard presentations and assist in the preparation of data for presentations, client reporting and ad hoc marketing content; communicate with clients as necessary
Work closely with the Performance Measurement team to ensure accurate reporting and performance attribution
Provide analytics to ensure consistency across accounts and strategies
Work with the portfolio manager and research analysts on ad hoc investment projects
Assist in building quantitative tools for better capturing data and enhancing alpha generation
Help the team with data collection and sourcing of company information and statistics
Assist in data gathering and analysis to inform the team’s macroeconomic views
Engage with other departments to facilitate portfolio administration such as corporate actions
Respond to ad-hoc requests from the team, client portfolio managers, client account managers, operations team, RFP team and marketing department
Portfolio Data Integrity
Build up knowledge of the CRD dealing platform (the team’s portfolio management software) and associated custom applications
Work with relevant internal and external teams to resolve discrepancies as required
Set-up of new securities
Assist in ongoing development of CRD and associated systems
Has responsibility for supporting portfolios within Corporate Credit asset classes.
Technical skills and qualifications
Advanced working knowledge of Excel, including advanced macros and VBA
Educated to degree level, preferably with a focus towards data science/finance
Knowledge of Python or alternative coding language is preferred
Interest in financial markets / macroeconomics and a desire to learn about investments and the analysis of fixed income markets
Desire to study towards the IMC and/or CFA qualifications
Advanced PowerPoint skills.
Relevant and/or similar experience working in fixed income markets is desirable but not essential
In addition to putting clients first, acting like an owner, and succeeding as a team, the competencies for this role include:
An analytical mind-set
Highly numerate with great attention to detail
Fast learning, hard-working and thorough
Team player with effective communication skills; an excellent level of written and verbal communication
Ability to build relationships internally and externally
Ability to prioritise and cope well with changing priorities and tasks
Open minded / curious and willing to ask questions
Ongoing competence in the role to be assessed, in line with applicable regulatory requirements, by:
Annual performance appraisal
Completion of all assigned compliance training
At a minimum the role will require you to:
Place the interest of Janus Henderson’s Clients first, act in accordance with TCF (Treating Customers Fairly) principles
Understand and follow laws and regulations applicable for your role, seeking the help of your supervising manager or Compliance if additional guidance is required
Understand and abide by all Janus Henderson policies applicable to your role, and seek support/guidance of the policy owner guidance when required
You are ultimately accountable for your actions and responsible for seeking further information on any or all of the above as necessary.
For those in scope of Knowledge & Competence (MiFID II)
Knowledge of financial markets, financial markets function and the impact of economic figures and national/regional/global events on markets
Understanding of issues relating to market abuse and anti-money laundering
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).
All applicants must be willing to comply with the provisions of Janus Henderson Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position. Janus Henderson is an equal opportunity /Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.