UHNW Financial Planners are seeking a Junior Fund Analyst. The role will be based in their prestigious London offices and the salary is paying £35,000 along with an attractive benefits package which includes pension contributions, PMI, PHI and DIS and a 10% discretionary bonus.
Our client is a well-respected wealth management organisations practice with offices based in both London and Surrey. They provide high quality financial and investment advice to both HNW private clients and businesses.
This role will be reporting to the Investment Director, this role is an integral part of the team delivering an outstanding investment proposition to their clients, which includes a full suite of active, passive, overseas and sustainable Model Portfolios operating on two DFM platforms.
Furthermore, you will be working closely with other members of the investment team, the role will help to maintain and develop these investment portfolios alongside new propositions to meet ever increasing client and market demands.
You will be expected to undertake appropriate fund research and analysis to assist the firm with its chosen investment strategy. Furthermore, you will have to perform comprehensive due diligence on current and new fund selections and contribute effectively in team portfolio construction discussions. Whilst ensuring you keep up to date with market and economic developments.
The Junior Fund Analyst role will be based in their prestigious London offices and the salary is paying £35,000 along with an attractive benefits package which includes pension contributions, PMI, PHI and DIS and a 10% discretionary bonus.