Our client, a highly regarded wealth management firm, is seeking an Investment Analyst / Investment Manager to join its London-based investment team. This is an exceptional opportunity to work directly with the CIO and senior investment managers, gaining exposure across multiple facets of the investment process.
Key Responsibilities:
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- Conduct research and monitoring of funds and investment managers across asset classes.
- Provide analysis and modelling to support portfolio construction and asset allocation.
- Collaborate with investment managers and advisors to deliver analytical support and client-ready materials.
- Prepare clear, insightful investment commentary for internal and external use.
- Contribute to firm-wide initiatives, including the rollout of new platforms, processes, and advisor tools.
- Support the utilisation and maintenance of investment systems such as Morningstar or FE.
Candidate Profile:
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- 2–3 years’ experience in investments, fund research, or a related role.
- Demonstrable passion for financial markets and a commitment to developing a long-term career in investments.
- Excellent analytical, written, and verbal communication skills.
- Highly collaborative, with a flexible and proactive approach.
- Experience with investment systems (Morningstar, FE) advantageous.
This position offers:
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- Direct exposure to the CIO and senior investment leadership.
- A broad and varied remit with opportunities to expand responsibilities over time.
- A collaborative and growth-oriented culture within a prestigious wealth management firm.