Investment Analyst
To £50,000 + Bonus + Benefits


They are a fintech investment manager delivering smart-designed portfolios expertly managed to put investors' money to work who use innovative technology and products and provide exceptional customer experiences.


  • Experience of working in financial services, ideally in a retail investment management firm;
  • In-depth knowledge of a range of security types and asset classes;
  • Strong analytical and quantitative skills;
  • Knowledge of asset allocation concepts and methods;
  • Excellent written and verbal communication skills;
  • At least 3 years directly relevant experience to bring expert knowledge to a developing business;
  • In possession, or working towards, a relevant professional qualification (e.g., CFA, IMC);
  • Excel, VBA, Bloomberg;
  • Any other programming languages (e.g., Python) a plus.


This a new role for an Investment Analyst to become a key member of the team with the aim of helping grow and manage the investment products range. The team is a small but growing team, so you will be expected to actively participate in all aspects of the business with a 'can do' and 'roll your sleeves up' approach. With a major product development underway, you will be instrumental in the launch of an exciting new way investors are serviced in the UK. Your role will include the following:

  • Assist with the selection and due diligence on listed shares and ETFs;
  • Monitor investment products and portfolios;
  • Produce periodic analysis and reporting. The role will also include setting up those reports;
  • Build simple and complex investment strategies;
  • Become the SME for everything related to the securities used by the business;
  • Become the SME on performance calculations;
  • Compile and maintain documentation of processes and policies;
  • Propose ways to improve existing processes;
  • Assist with Portfolio Management;
  • Prepare reports for the Investment Committee and the Board of Directors;
  • Write specifications for developers;
  • Liaise with Project Manager, Business Analyst and the Operations team.