Investment Analyst

fs talent; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management business in London is seeking an ambitious Investment Analyst to join their Investment Team. The role involves fund research, portfolio support, and investment communications, ideal for someone with 2+ years of wealth or fund management experience. Excellent development opportunities await those passionate about financial markets.

Qualifications

• 2+ years’ experience in wealth or fund management.
• Strong analytical and numerical skills, including Excel/financial modelling.
• Excellent written and verbal communication skills.

Responsibilities

• Research and monitor funds and investment managers across asset classes.
• Provide analysis and modelling to support portfolio construction and asset allocation.
• Prepare investment reports, proposals, presentations, and adviser materials.

Skills

Analytical skills

Numerical skills

Communication skills

Teamwork

Presentation skills

Tools

Excel

Fund management systems

Job description

This range is provided by fs talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Overview

We are seeking an ambitious Investment Analyst to join the Investment Team of a leading wealth management business. This is a broad role spanning fund research, portfolio support, investment communications, and adviser collaboration. It offers excellent development opportunities for someone with around 2+ years’ experience and a genuine passion for financial markets.

Base pay range

Direct message the job poster from fs talent

Responsibilities

• Research and monitor funds and investment managers across asset classes.
• Provide analysis and modelling to support portfolio construction and asset allocation.
• Prepare investment reports, proposals, presentations, and adviser materials.
• Draft client-facing content, including market updates and investment commentary.
• Liaise with advisers to support client queries and present research findings.
• Contribute to projects such as new platforms, processes, and adviser tools.
• Maintain and utilise investment systems (e.g., Morningstar/FE) for reporting and analysis.

What We’re Looking For

• 2+ years’ experience in wealth or fund management.
• Strong analytical and numerical skills, including Excel/financial modelling.
• Excellent written and verbal communication skills.
• A collaborative team player with initiative, curiosity, and a strong work ethic.
• Confidence presenting to colleagues and clients.
• Familiarity with fund selection, portfolio management systems, or content creation would be an advantage.
• Progress towards IMC or CFA is welcomed but not essential.

Requirements

• 2+ years’ experience in wealth or fund management.
• Strong analytical and numerical skills, including Excel/financial modelling.
• Excellent written and verbal communication skills.
• A collaborative team player with initiative, curiosity, and a strong work ethic.
• Confidence presenting to colleagues and clients.
• Familiarity with fund selection, portfolio management systems, or content creation would be an advantage.
• Progress towards IMC or CFA is welcomed but not essential.