Investment Analyst
London
To £35,000 - £42,000 + Bonus + Benefits
THE COMPANY
They are a young wealth management company with a difference. They are an off shoot of another larger wealth management company who have decided to back key portfolio managers. The team is 9 currently and is expanding fast. Being a small environment this is a key hands on role and gives an opportunity to make your mark and play an influential role in the business from its young beginnings. You will make a significant contribution.
SKILLS AND EXPERIENCE NEEDED
- Solid understanding of financial set-up, procedures, statistics and economics
- Strong numeric skills
- Proven working experience as an Investment Analyst across multi assets
- Fluent in English
- Strong knowledge of MS Office Suite
- Independent working style and good team player
- Good communication and interpersonal skills
- A bachelor's degree in finance, investment banking, or accounting.
- Authorised or previously authorised to speak with clients is preferred
THE ROLE
- Conducting due diligence on companies and industries by researching, reading financial statements and market data
- Analysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors
- Keeping up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries
- Considering how the economic implications of factors might affect the performance of companies and funds
- Monitoring the financial news using specialist media sources
- Drafting and writing research reports for internal or client use
- Understanding existing client risk profile and monitoring client portfolios
- Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
- Support Relationship Managers to provide excellent service to high net-worth clients
- Handle customer interactions for any new investment related queries (phone, email, letter)
- Back-up for the operation analyst to produce valuations and monthly portfolio statements / reports for all clients in an efficient and timely manner
- Liaising with clients on behalf of the select advisers
- Assemble all necessary documentation for Client Meetings, not limited to presentations /meeting materials/review documentation and confidential
- Working in a small team you will also do some general administrative work as part of the general team
- Ad hoc project work
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