Investment Analyst

Our client is an independent, owner-managed company based in Central London, specialising in wealth management (financial planning and investment management) for individuals and benefits consulting services for companies. They are now looking for an Investment Analyst to join their rapidly expanding team

Salary £25,000 to £32,000

The Role

To support Investment Managers and the CIO in researching and implementing investment solutions for client portfolios. The role offers the potential for progression to Investment Manager.

This role will assist in their goal to provide a stimulating environment where individuals are encouraged to contribute to the growth of the business and are supported in their development and career aspirations. They pride themselves on looking after their employees and in their friendly and sociable culture.

Principle responsibilities

• Research of open-ended, closed-ended and ETF funds, using qualitative and quantitative techniques incorporated into the firm’s investment process
• Screening and research AIM listed businesses through financial statement and industry analysis
• Active contribution to the firm’s proprietary global asset allocation process, collating and interpreting data sets
• Accurate and efficient submission of trades using the company’s custodial systems
• Assisting the financial planning team with research for existing and prospect clients
• Updating the team’s marketing collateral with investment content
• Other ad-hoc and regular tasks, including regulatory reporting

The Person

• Proficiency in Microsoft Office, particularly Excel
• The ability to perform in a systems-oriented environment, using multiple IT platforms
• A fascination with the financial world
• Intellectual curiosity
• Strong analytical skills, a critical thinker
• Meticulous eye for detail with strong organisational skills
• Interpersonal and communication skills: ability to articulate clearly verbally and in writing
• A service-oriented mentality
• Ability to show initiative
• High personal integrity and ethical standards

Experience / qualifications

• At least a year of relevant work experience
• Bachelor’s degree or higher

Regulatory responsibilities

Ability to demonstrate an excellent understanding of the regulatory framework relevant to the role, whilst practising effective risk management, taking account of client outcomes. Attend and participate in all compliance related training activities and ensure any change to regulation or internal process is understood. Be aware and confident about company and personal KPIs and the impact on efficiency and process.

Please get in touch with Lisa on 02085497212 or submit your CV using the link below