Do you have experience of providing business analysis expertise, on a portfolio optimisation project involving asset modelling and tooling?
This consulting opportunity is to support our client, a leading Financial Services organisation, in documenting portfolio optimisation processes and defining requirements to enhance or develop asset modelling and optimisation tools.
The project needs a consultant who has:
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strong understanding of investment processes from trading through to finance reporting and cash management
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experience with asset modelling concepts and different asset types
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prior exposure to requirements definition for asset modelling or portfolio optimisation tools
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credibility working with investment and finance stakeholders
Key Services
The key services that you will be asked to provide are:
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document end to end portfolio optimisation processes
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capture and define requirements for enhancements to existing tools
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define requirements for development of new optimisation tools
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engage stakeholders across investment and finance teams to gather requirements
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identify and suggest process and tooling improvements
Mandatory Requirements
Successful consultants will be able to demonstrate:
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strong knowledge of investment terminology including SCR, DTSMW, PV01 and IE01
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experience working on asset modelling or portfolio optimisation tools
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ability to elicit requirements from diverse and time-constrained stakeholders
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confidence operating in discussions with investment and finance teams
Optional Requirements
It will also be advantageous if you have:
Working Pattern: Hybrid remote with occasional London office presence
Contract Type: Inside IR35
Start: ASAP
Duration: 6 months