Analyst, Investment Management (remote)

Aldrich & Co.; United Kingdom; Remote; GBP 46,000 - 54,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking a Senior Investment Analyst to manage investment processes, ensure data accuracy, and produce client reports. Candidates should have 3-5 years of experience in investment analysis or portfolio management and hold a Level 4 investment qualification. Strong skills in data handling and communication are essential. The position offers a competitive salary plus a generous package.

Qualifications

• 3–5 years’ experience in investment analysis or portfolio management.
• Strong background in multi-asset portfolios, ETFs, and index-based strategies.
• Experience in trade execution and portfolio rebalancing.

Responsibilities

• Lead the investment process from monitoring portfolios to conducting analytics.
• Produce client reports, performance summaries, and due-diligence materials.
• Ensure accuracy of investment data across all systems.

Skills

Investment analysis

Portfolio management

Data analysis

Trade execution

Communication skills

Education

Level 4 investment qualification (e.g., CISI, IMC)

Tools

Excel

Python

SQL

Power Query

Bloomberg

FE Analytics

Job description

Salary: £50,000 + generous package

Are you an ambitious Investment professional with 3-5 years in investment analysis or portfolio management?

Do you thrive in a dynamic environment, own your work and are you ready to step up as a senior member of the investment desk?

As a Senior Investment Analyst, you will help lead the end-to-end investment process – from monitoring and rebalancing portfolios to conducting deep-dive analytics and ensuring high-quality data across all systems. You’ll contribute directly to portfolio implementation, client reporting, and process improvement, acting as a trusted resource for internal teams and clients.

The role:

Portfolio Management & Oversight

• Monitor portfolios for drift, breaches, and risk-limit issues – proactively escalating where needed
• Analyse performance drivers, asset allocation, and portfolio suitability
• Support the Deputy CIO in the oversight of complex or bespoke portfolios

Trade Execution & Portfolio Implementation

• Prepare, validate, and implement rebalancing instructions across custodians and platforms
• Execute underlying fund or security changes in line with model updates and client requirements
• Oversee operational elements of portfolio transitions

Investment Analysis & Reporting

• Produce client reports, performance summaries, proposals, and due-diligence materials
• Support RFP processes and business development activities
• Conduct portfolio analytics, attribution, and data-driven investment insights

Data, Systems & Process Excellence

• Ensure accuracy of investment data across internal and external systems
• Contribute to automation and workflow enhancements using Excel, Power Query, Python, SQL or APIs
• Assist in governance reviews, product assessments and breach remediation

Internal & Client Stakeholder Support

• Act as a knowledgeable contact point for Client Managers on all portfolio activity.
• Maintain clear communication with internal stakeholders on changes, risks, and issues.
• Represent the investment desk when deputising for senior team members.

Requirements:

• 3–5 years’ experience in investment analysis or portfolio management
• Strong background in multi-asset portfolios, ETFs, and index-based strategies
• Experience in trade execution, portfolio rebalancing and suitability assessment
• Comfortable working with large datasets and managing investment reporting workflows
• Level 4 investment qualification (e.g., CISI, IMC) and relevant FCA approvals
• Advanced Excel, plus experience in Python, SQL, Power Query or APIs (advantageous)
• Strong skills in Bloomberg and FE Analytics
• Working knowledge of PMS systems, platforms, and risk tools
• Excellent written and verbal communication skills

• Leadership mindset – supporting mentoring and driving the team forward
• Outstanding attention to detail and numerical precision
• Ambitious, proactive, and solutions-focused
• Highly organised, self-motivated, and able to work to tight deadlines
• Team-oriented with strong communication and collaboration skills