Reporting & Analytics Analyst

December 3, 2024

As a Reporting & Analytics Analyst you will focus on the operation, development, and co-ordination of Oak Pensions Asset Management (OPAM) reporting activities to both internal and external stakeholders. The role will help OPAM deliver on behalf of the UK Retirement Fund, the increasingly sophisticated and complex requirements of portfolio management, stakeholder and regulatory reporting (and develop the analytics that underpin them) particularly in relation to Performance, Risk, Liquidity and Responsible Investment.

The role will be exposed to the complete breadth of UK Retirement Fund asset classes, strategies, and regions. Being part of the wider OPAM Team and its institutional investment process, the successful candidate will benefit from exposure to (and will be expected to contribute to) the Team’s portfolio risk, analytics and reporting activities, investment strategy, transactions and idea generation, plus operational/implementation processes.

The ideal candidate will have excellent excel skills and any experience with computer programming languages including VBA or Python would be advantageous. You should have an interest in financial markets with a knowledge of multi asset management. The successful candidate should be comfortable manipulating big data sets and automating processes.

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You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.

Purpose of the role

To provide portfolio management and structuring capabilities implementing investment solutions for client transactions in a fund or other bespoke structure.

Accountabilities

Development and implementation of investment management strategies, considering market conditions, risk tolerance, and investment objectives.
Management and monitoring of investment portfolios in line with investment objectives, including making asset allocation decisions to optimise returns and minimise risks.
New product design and origination pipeline contribution through market research, assessment of client demand/needs and in collaboration with sales, structuring and other specialist teams.
Partnering with other Markets Sales and Distribution teams to define pipeline activity to raise assets in existing funds.

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
Influence or convince stakeholders to achieve outcomes.

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