Investment Analyst / Investment Manager - Prestigious Wealth Management Firm

Woods Foster; London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A prestigious wealth management firm in London is seeking an Investment Analyst / Investment Manager to join its investment team. The role involves conducting fund research, providing analysis for portfolio construction, and collaborating with senior leadership. Candidates should have 2–3 years of experience and excellent analytical and communication skills. This position offers direct exposure to senior investment leadership and a collaborative culture.

Benefits

Direct exposure to leadership

Collaborative culture

Growth opportunities

Qualifications

• 2–3 years' experience in investments or related role.
• Demonstrable passion for financial markets.
• Excellent analytical, written, and verbal communication skills.

Responsibilities

• Conduct research and monitoring of funds across asset classes.
• Provide analysis and modelling to support portfolio construction.
• Prepare clear, insightful investment commentary.

Skills

Analytical skills

Verbal communication

Written communication

Collaboration

Tools

Morningstar

FE

Job description

Overview

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.

Responsibilities

• 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

• 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

• 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.