Job Title Portfolio Analyst Department Investment Risk, Analytics and Research-BG-UK Overview of Department The Investment Risk department sits independently from the investment teams and reports to the Investment Risk Committee, which has the role of ultimate oversight on investment risk issues. The department provide an independent check on levels and sources of investment risk, and monitor the guidelines for each investment strategy. This involves providing multi-faceted perspectives on portfolios, plus feedback and challenge to Investment Teams. The department also provide a value adding research function to the investment teams, covering a wide variety of investment and portfolio construction topics. Purpose of Role Reporting to the Head of the Investment Risk, Analytics & Research department, in this role you will work closely with the Investment Risk, Analytics & Research Team and engage directly with Investment Strategies. The focus of the role is to form and deliver effective and integrated investment risk analysis and research that provides robust and independent challenge to investment strategies. Forming a strong second line of defence on investment risk, the role has direct engagement with investment teams with a value adding and front office mindset. The role will involve producing bespoke analysis and research, plus risk reporting focussed on Baillie Gifford’s Equity strategies with the purpose of providing insightful, engaging perspectives on risk which add value to the investment process. Responsibilities Work closely with the investment teams to enhance the use of risk analysis and research, and portfolio construction approaches within the investment process. Engage effectively with, and challenge investment teams on portfolio risk characteristics and adding value to the investment process, drawing upon a multi-faceted toolkit for considering, articulating and influencing on risk. Produce and present risk reports and further develop understanding of investment risk. Complement the use of quantitative risk analysis techniques with qualitative insights and challenge on areas such as portfolio construction and strategy. Contribute to the creation and curating of a network of third-party researchers and sources of valuable insight, relevant to insightful, multi-faceted risk analysis for Equity portfolios. Create and present insightful and value-adding research Provide training on investment risk to members of the investment departments and Clients Department as required. Assist in maintaining and developing the monthly and quarterly risk monitoring and reporting processes. Take responsibility for departmental projects as required. Provide support for Clients Department including more in-depth analysis on specific issues, client meetings on investment risk topics, and occasional external presentations. This position has been deemed a Certified role within the FCA’s Senior Manager and Certification Regime. As a result occupants details will be displayed on the FCA register and both initial and annual fitness and propriety assessments must be completed. Your Knowledge and Experience Investment Strategy and Analysis : Experience in influencing investment strategy, portfolio construction, and thematic, investment, or portfolio analysis. Quantitative and Qualitative Integration : Ability to combine quantitative insights with qualitative concepts to enhance investment processes. Technical and Data Skills : Proficiency in working with data, with coding knowledge in Python, SQL, etc., and strong Excel skills at the VBA/macro level. Professional Qualifications : Holding an Investment Management Certificate and CFA designation. Research and Networking : Experience in originating impactful research and building research contacts and networks. Analytical and Critical Thinking : Strong analytical skills with attention to detail, capable of synthesizing risk-related data and challenging investment teams. Communication and Teamwork : Effective communication with stakeholders at all levels, building relationships, and collaborating within teams. Proactive and Growth-Oriented : A student mindset focused on continuous learning, process improvement, and delivering high-quality results under strict deadlines. Qualifications Graduate or Postgraduate Calibre. Degree disciplines - particularly ones with analytical skill sets or adept with thematic and critical thinking - are highly relevant. (including, but not limited to, Maths, Sciences, Economics, Finance or Computing). Topics such as Economics, Economic History, Political Economy, Finance, Investment Strategy, or Quantitative Finance are advantageous. CFA, or other investment qualifications (IMC, IOC, FRM etc.) are advantages and directly relevant to the role. The Type of Candidate We're Looking for W e are seeking a dynamic candidate to enhance risk analysis and portfolio construction, while effectively leading a team. The ideal candidate will combine quantitative and qualitative skills, with proficiency in Python, SQL, and advanced Excel. Holding an Investment Management Certificate and CFA designation is essential. Strong analytical skills, effective communication, and a proactive mindset are crucial. Experience in research, networking, and team management will drive success in this role. Critical Skills Adaptability Data Literacy Enabling Others Improvement Mindset Team Working Closing Date March 24, 2025 At Baillie Gifford we are committed to fostering an inclusive and respectful culture in which each of our colleagues can thrive and develop. We believe that our clients are best served by a diverse workforce with the experiences, ideas and perspectives that this brings. If you are currently working at Baillie Gifford as an employee or contractor please apply to this job from the firm's Workday internal career site.