Analyst - Investment Strategy & Research
£40000 - £48000 + Bonus + Benefits
Central London

They are a highly successful and reputable leading international HNW wealth management and investment firm and a recognised leader within their industry. They advise on over £40bn of assets. The role is primarily responsible for supporting the management of their model portfolios and will also provide wider support to the team. In this role you will gain a broad exposure to the full range of investment research and portfolio management and as you gain experience will have the opportunity to move into investment research.

Reporting to a Senior Associate, the role includes the following:

  • The main duty is to assist with the up-keeping of portfolio management models;
  • Assist with production of packs of portfolio positioning and research data for the Investment Strategy & Research team;
  • Support the Investment Strategy & Research team with conducting in-depth fund manager and product research;
  • Assist the Investment Strategy & Research team with ad-hoc tasks;
  • Adhere to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay.

To be considered for this excellent role, you must meet the flowing criteria:

  • Excellent numerical skills and educated to degree level - preferably including an element of mathematical or statistics related disciplines;
  • Previous experience in financial services is essential, preferably within investment markets and asset or wealth management;
  • Excellent analytical and research skills and a keen interest in investment issues and a desire to deepen knowledge;
  • Advanced skills in Excel and must have the ability to develop macros;
  • Immediate to advanced level in all other Microsoft Office applications;
  • Excellent communication skills (written and verbal);
  • Excellent organizational skills, methodical and meticulous - very strong attention to detail;
  • Committed to delivery, proactive and hardworking and ability to work under pressure;