Investment Portfolio Researcher

Mason Blake; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A boutique wealth management firm is seeking an Investment Portfolio Researcher to join their team in London. The ideal candidate will have a passion for investments, excellent analytical skills, and a strong academic background. Duties include researching investment markets, analyzing client investments, and supporting performance reports. This is a great opportunity for career growth in a fast-paced environment.

Qualifications

• Minimum 2 years relevant experience.

Responsibilities

• Research and gain understanding of investment markets.
• Provide analysis and produce reports on client investments.
• Explore opportunities within fund sectors.
• Support teams with reports on performance.
• Communicate with third parties regarding fund availability.

Skills

Research and understanding of investment markets

Strong analytical ability

Excellent written and oral communication skills

Passion for investments and business

Education

Excellent academic background

Job description

Overview

Our client, a boutique wealth management firm, is looking to recruit the Investment Portfolio Researcher to join their Investment team on a permanent basis. The purpose of this role is to support the team in providing independent investment advice to clients.

The Investment Portfolio Researcher will take responsibility for the following duties:

• Research and gain understanding of investment markets and the development of investment strategy.
• Provide analysis and produce reports on client investments.
• Actively explore opportunities within fund sectors.
• Support the client teams with producing reports on performance and investment rationales.
• Lead on administrative tasks such as communicating with third parties regarding fund availability.

The Investment Portfolio Researcher will meet the following skillset:

• Minimum 2 years relevant experience.
• A passion for investments and business.
• Excellent academic background.
• Strong analytical ability and numerate.
• Good written and oral communication skills.

This is an ideal opportunity for an ambitious Investment Portfolio Researcher professional looking to propel their career in a fast-growing wealth management business.

If you believe your experience meets the criteria of Investment Portfolio Researcher, please apply with a copy of your CV.