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Investment Analyst – Multi-Assets. Central London

RSI London Group

London

On-site

GBP 40,000 - 60,000

Full time

19 days ago

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Job summary

A leading wealth management firm in London is seeking a Junior Investment Analyst with over 3 years of investment experience. The role involves collaboration with portfolio managers, compliance monitoring, and preparation of client reports in a vibrant office atmosphere, offering great salary and bonus opportunities.

Benefits

Active and diverse investments FO environment
Work closely with top managers and decision-makers
Great office location
Opportunities for career progression and knowledge growth

Qualifications

  • 3+ years of relevant experience as an investment professional.
  • Ability to streamline functions and a passion to learn.
  • Experience dealing with ambiguity and working independently.

Responsibilities

  • Work with portfolio managers on monitoring portfolios.
  • Prepare investment proposals and client reports.
  • Monitor risk parameters and assist in compliance reporting.

Skills

Attention to detail
Interpersonal skills
Financial modelling
Communication skills

Education

BA in Finance, Accounting or Economics
CFA

Job description

Social network you want to login/join with:

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Client:

RSI London Group

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

203b98511df9

Job Views:

7

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

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
  • 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
  • Relevant working experience as an investment professional
  • BA in Finance, Accounting or Economics
  • CFA is a significant advantage
  • 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

Job advantages

  • 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
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