Betafolio Limited is a turnkey discretionary model portfolio service for financial planning firms. Our vision is to offer low-cost evidence-based institutional level portfolios designed to capture the global market return over the long-term, while eliminating unnecessary costs, inefficiencies, and anxiety for firms and their clients.
The ideal candidate will have an ultra-analytical mind, super-alert BS detector, and communication prowess that makes David Attenborough look like an amateur! You may be an experienced analyst or portfolio manager with a working knowledge of evidence-based
investing including asset allocation, rebalancing and factor investing.
You’ll work alongside our Portfolio Manager and assist them with the following:
Day to day management of discretionary model portfolios for financial advice firms.
Key investment research projects including extensive study of multi-asset funds, model portfolios and discretionary propositions in the market place.
Conducting qualitative and quantitative analysis of investment products using software such as FE Analytics, Morningstar AWS etc…
Contributing to relevant team projects and the ongoing development of the firm.
Finance/ economics graduate
Advanced Excel skills are essential. MATLAB and other programming languages are a plus.
£25,000 to £30,000, full-time, permanent contract
Non-contributory pension scheme
20+ days holiday plus public holidays
Cost of professional qualifications and memberships IMC etc.
Parking at or near the office