Investment Analyst

Nelson Scott LLP; City of Westminster; On-site; GBP 45,000; Full time

Job summary

A recruitment firm is seeking a motivated and detail-oriented Investment Analyst. This full-time operational role based in London involves financial reporting, trading support, and strong analytical skills. Candidates should hold a relevant degree and have good communication abilities. Applications are currently open.

Qualifications

• Minimum 2:1 bachelor's degree required.
• Relevant experience in operations desirable but not mandatory.

Responsibilities

• Assist in preparing financial reports and tracking key metrics.
• Prepare and review fund NAVs and collect relevant broker data.
• Assist with preparing trade plans and booking trades.
• Prepare concise reports communicating complex data findings.
• Help prepare materials for internal presentations.
• Summarise discussions from research calls and assist with subscription documents.
• Assist with various tasks for audits.

Skills

Strong analytical and problem-solving abilities

Proficiency in Microsoft Excel

Proficiency in PowerPoint

Excellent verbal and written communication skills

High attention to detail and accuracy

Education

Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field

Job description

Investment Analyst

Company: Nelson Scott Recruitment

Location: London

Salary: £45,000 per year

Type: Permanent, Full-time

Posted: 10 hours ago

Application: Apply easily

Job Description

European Wealth Manager is seeking a motivated and detail-oriented Operations Analyst to join our team. This role requires working from the hub-office 5 days a week.

Key Responsibilities:

• Financial Reporting: Assist in preparing financial reports, tracking key metrics, and ensuring accurate data collection.


• Reporting: Assist in the preparation and review of fund NAVs, collect relevant broker data for the fund administrator, and review NAVs before preparing monthly investment letters.


• Trading: Assist with preparing trade plans and booking trades into internal systems.


• Reporting: Prepare concise and clear reports that communicate complex data findings in an easy-to-understand manner.


• Presentation Support: Help prepare materials for internal presentations and meetings.


• Investment: Listen into research calls, summarise discussions, and assist in the completion of subscription documents and KYC for external investment allocations.


• Ad Hoc Support: Assist with various tasks such as preparing account-opening documents for custodians or data collection for audits.

Qualifications:

• Educational Background: Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field - minimum 2:1.


• Experience: Relevant experience or internships in operations is desirable but not mandatory.

Skills:

• Strong analytical and problem-solving abilities.


• Proficiency in Microsoft Excel, PowerPoint, and other data analysis tools.


• Knowledge of basic accounting principles is a plus.


• Excellent verbal and written communication skills, with the ability to present complex data clearly and understandably.


• High attention to detail and accuracy, ensuring quality data and analysis.

This job is active and accepting applications.