Investment Analyst – Multi-Assets. Central London

RSI London Group; Greater London; On-site; GBP 45,000 - 55,000; Full time

Job summary

A leading Wealth Management firm in London seeks a Junior Investment Analyst to join their team. This position involves working directly with portfolio managers, preparing investment proposals, and conducting portfolio analysis. The ideal candidate has 3+ years of investment experience and a BA in Finance, Accounting, or Economics. Opportunities for salary and bonuses exist, along with a dynamic work environment that encourages growth and development.

Benefits

Salary and bonuses

Diverse investment environment

Career growth opportunities

Qualifications

• 3+ years of relevant experience as an investment professional.
• CFA is considered a significant advantage.
• Fluent English with strong attention to detail.

Responsibilities

• Work with portfolio managers on portfolio monitoring.
• Prepare investment proposals for the investment committee.
• Analyze investment portfolios and monitor risks.

Skills

Investment analysis

Effective communication skills

Financial modeling

Education

BA in Finance, Accounting or Economics

Job description

Overview

This is a great opportunity for an investment professional to join a well-established Wealth Management and Private Investments London-based office in the heart of London as a Junior Investment Analyst on the buy side. An ideal candidate will be an investment professional with 3+ years of relevant experience, who is looking for a hands-on environment to grow professionally and undertake more responsibilities while working in a close-knit team of top investment professionals and investors.

Responsibilities

• Directly working with portfolio managers on monitoring both liquid portfolio and private market portfolios
• Preparation of investment proposals and other materials for IC
• Investment portfolio analysis
• Monitor risk parameters, track liquidity and position limits
• Assist in the Company’s ongoing compliance monitoring and reporting
• Preparation of client’s reports
• Managing the operational side of the investment activity

Qualifications

• Relevant working experience as an investment professional
• BA in Finance, Accounting or Economics
• CFA is a significant advantage
• Fluent English
• Strong attention to details
• Ability to streamline functions and passion to learn and grow
• Robust interpersonal skills, including written and oral communication skills
• Comfort dealing with ambiguity and the ability to work independently
• Excellent communication and presentation skills; be comfortable interacting with executive-level management
• Financial modelling experience is advantageous

Benefits

• Active and diverse investments FO environment
• Work closely with top managers, investors and decision-makers
• Salary and sound bonus opportunities
• Great office location
• Top team to become a part of – grow your knowledge, contacts and progress your career