Investment Analyst

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £35000 - £57500 per annum + plus benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Consultant:


Are you a highly motivated Financial Services Professional on the upward curve of your career seeking an exciting opportunity in the Fintech sector? Would you like to join a rapidly growing industry disrupter who are seeking to revolutionise the client experience within wealth advice? Are you an ambitious individual seeking to be part of a dynamic team, in an ego-free culture offering the opportunity to develop your career within a meritocratic working environment?

Our client is seeking to recruit exceptional candidates who set their own demanding standards for personal excellence. Independent thinking, inquisitive individual's eager to learn and develop their knowledge and skills within the fields of Investment Management, Portfolio Construction and macro-economic trends.

Working within a fast paced and changing environment, your main duties will be to conduct in depth portfolio and asset analysis along with contributing to the development of asset liability management tools. You will also be required to make client portfolio recommendations in line with their risk tolerance and investment objectives. Other duties will include the production of client marketing material, general assistance in the overall client pitch process along with being part of broader firm building initiative including recruiting, digital product experiences and user testing & strategy.

These opportunities will ideally suit high level graduates who've made progress with relevant market qualifications including CFA or IMC. Individuals must be proficient within all areas of Microsoft Office along with Google Sheets/Slides. Financial modelling skills along with experience of working with Bloomberg/Thomson Reuters would be considered advantageous.

For individuals who feel they have the right personality traits and skill set to match the above, this is an opportunity to work for a company seeking to transform the wealth planning industry and giving people the insight to truly understand their financial picture.