Investment Support Analyst (Portfolio Assistant)

Job Title

Investment Support Analyst (Portfolio Assistant)

Corporate Title

Analyst

Department

NAM UK Global Equity team & NAM UK Fixed Income team

Location

London (Hybrid)

Company overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.

Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from and within Asia. For further information about Nomura, visit www.nomura.com.

Department Overview

The Nomura Asset Management (NAM) Fixed Income team consists of fixed income investment management, money market funds and credit research. Our clients are both retail and institutional. Japanese investors are the major clients while non-Japanese clients are growing fast. Credit funds are one of the fastest growing products of the team. The credit research team is based in London and Tokyo, and currently consists of five analysts, covering mainly North American and European companies. Analysts also co-work with portfolio managers and other credit analysts across the Global NAM offices.

The NAM UK Global Equity team manages a range of mainly developed market Global Equity portfolios on behalf of retail & institutional clients to a total of around $7bn assets under management. The process is highly team-oriented, and Research Analyst recommendations have significant impact on portfolio decisions. ESG analysis is integrated into the investment process of our NAM UK Global Equity team and a significant amount of assets under management is in ESG/Sustainability strategies (SFDR 9 & 8).

Role Description

The candidate will support investment, analysis and team workflow processes both for the Global Equity and Global Fixed Income team; as described below; which somewhat vary by key department needs and frequency.

NAM UK Global Fixed Income team responsibilities

• Cash & Liquidity Management: Support daily cash operations including reconciliation to assist the PMs, morning reporting, and daily cash monitoring to ensure efficient liquidity management.
• Trade Operations & Portfolio Support (Money Market Funds): Execute trade processing, operational validation, portfolio construction to assist the PMs.
• Financial Reporting & Analysis: Prepare comprehensive monthly, quarterly and annual reports for MMF products; deliver insights and performance analytics to stakeholders.
• Stakeholder Communication: Develop materials for internal meetings and create presentation materials for external clients to assist the PMs.
• Process Improvement & Documentation: Drive enhancement of procedures and workflows; maintain up-to-date documentation.

NAM UK Global Equity team responsibilities

• Coordinate Global Stock Committee meetings, scheduling, tracking/documentation and communication; interface with other Committees.
• Track team statistics on AuM, team information/CV data.
• Assist in tracking, drafting and distribution of regular Fund performance reports to Sales/CPMs/Marketing.
• Assist in preparation of Fund RfPs, Fund-specific and topical marketing presentations and support ESG/Reporting cycle/publications.
• Prepare specific analysis for Portfolio Managers to understand performance drivers and portfolio impact.
• Help in understanding portfolio/risk characteristics, interfacing with performance and risk teams.
• Attend stock analysis/portfolio review meetings and assist with follow-ups.
• Ideally advance the team’s workflow modernization, including DCF modelling and analysis by identifying and applying suitable robust AI tools.

Skills, experience, qualifications and knowledge required

Essential

• Data analysis (Excel, database, etc.) experience, ideally from a Financial Services setting.
• Project management: self-organization and experience delivering agreed processes on time with high accuracy.
• Strong attention to detail and diligence.
• Communication skills: experience communicating and managing deliverables to multiple stakeholders.
• Interest in a career in the investment management area.

Preferred

• Existing work experience within Investment Management.
• BA level or higher; preference for financial or scientific degrees.
• IMC or CFA qualification advantageous; otherwise the company will support acquiring such qualification.
• Accounting, Financial market or similar qualifications.
• Some familiarity with coding/programming languages.

Nomura Leadership Behaviours

• Explore Insights & Vision: Identify underlying causes of problems and define a clear vision and direction for the future.
• Making Strategic Decisions: Evaluate options and prioritize actions or recommendations.
• Inspire Entrepreneurship in People: Communicate ideas effectively and motivate the team to enhance productivity.
• Elevate Organizational Capability: Promote professional development and knowledge sharing to boost productivity.
• Inclusion: Respect DEI, foster inclusion and psychological safety, and cultivate a risk-aware culture.

Right to Work

The UK Government has taken steps to reduce net migration to the UK by limiting overseas workers. We can consider applications from overseas workers requiring a Tier 2 Skilled Worker visa only if we can demonstrate the vacancy is genuine for a qualified role.

Diversity & Inclusion

Nomura is an equal opportunity employer. We value diversity and are committed to reflecting the diversity of the communities we serve, creating an inclusive environment for all employees. We welcome all applications and do not discriminate on age, disability, gender identity and gender expression, pregnancy and maternity, marriage and civil partnership, race, religion or belief, sex or sexual orientation.

If you require any assistance or reasonable adjustments due to a disability or long-term health condition, please contact us.

Nomura is an Equal Opportunity Employer