Investment Specialist

Y TREE; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A WealthTech firm in Greater London is seeking an experienced investment manager with 4-6 years of relevant expertise, ideally serving high-net-worth clients. The role involves supporting investment strategies, conducting market analysis, and collaborating across teams. Candidates should possess strong analytical and communication skills, hold a degree in finance or economics, and ideally be CFA qualified. Enjoy benefits like a healthcare plan, generous leave, and a diverse work environment.

Benefits

Private healthcare plan

25 days annual leave

Employer pension contributions

Team socials

Family-friendly policies

Qualifications

• 4–6 years of relevant experience in investment management or portfolio strategy.
• Professional experience with HNW or UHNW clients is preferred.
• Sufficient qualifications for FCA certification for client dealing responsibilities.

Responsibilities

• Support the delivery and maintenance of investment offerings.
• Contribute to the design and refinement of investment strategies.
• Help oversee daily investment operations and portfolio management.

Skills

Investment management

Wealth management

Portfolio strategy

Analytical mindset

Communication skills

Education

Degree in finance, economics, or related discipline

Master’s degree or CFA qualification

Tools

Microsoft Excel

Python

Reuters Eikon

Job description

About Y TREE

We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.

We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.

Team Overview

The Investments team embodies this philosophy, combining deep market understanding with a commitment to clients’ long-term prosperity. We translate complex markets into strategies that feel grounded, transparent, and aligned with what truly matters to our clients.

The team designs, manages, and delivers Y TREE’s full investment offering – defining the firm’s Investment Philosophy and bringing it to life within clients’ portfolios. It is organised into three core areas: Public Markets, Private Markets, and future investment services that Y TREE may develop as the business evolves.

The Role

• Support the delivery and maintenance of Y TREE’s public and private market investment offerings in line with the firm’s investment philosophy.
• Contribute to the design, monitoring, and refinement of investment strategies, benchmarks, and risk frameworks.
• Collaborate on investment research, portfolio construction, and rebalancing processes, including the Rebalanced Portfolio Service (RPS).
• Assist with the analysis of performance, attribution, and market conditions to support strategic recommendations.
• Draft internal and client-facing commentary on investment positioning, performance, and market outlooks.
• Participate in client presentations, workshops, and internal training sessions to enhance understanding of Y TREE’s investment approach.
• Contribute to the development of new investment products or enhancements that expand client adoption and AUM.
• Help oversee daily and periodic investment operations (rebalancing, trading, data validation, and exception handling).
• Work closely with colleagues across Investments, Financial Modelling, Product, Operations, Marketing, and Risk to deliver a cohesive client experience.

The Technical Bit

• Experience: 4–6 years of relevant experience in investment management, wealth management, or portfolio strategy – ideally within a firm serving HNW or UHNW clients.
• Qualifications: Degree in finance, economics, or a related discipline; a Master’s degree and/or CFA qualification (or progression toward) is strongly preferred.
• Certification: Sufficient qualifications to obtain FCA certification for client dealing (CF30) responsibilities (for example;IMC 1 & 2).
• Technical Skills: Proficiency in Microsoft Office – particularly Excel for portfolio analytics and data manipulation. Experience with Python or similar programming languages is advantageous. Experience with investment/portfolio management tools (Reuters Eikon) preferred.
• Client Experience: Experience in client-facing or advisory interactions, demonstrating professionalism and confidence in engaging with sophisticated clients.
• Analytical & Communication Skills: Strong analytical mindset, excellent written communication, and the ability to translate complex investment concepts into clear, client-relevant narratives. Ability to argue investments from an evidence-based perspective.

What’s in it for you?

• Once eligible, you’ll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.
• Support for your mental health and wellbeing through our employee assistance programme.
• 25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor’s appointment or to see your children’s school plays.
• Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well-balanced and offer a variety of activities to suit different needs so you always feel welcome.
• A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.
• A 3% employer pension contribution as standard, with generous additional employer contributions if you choose to make your pension contributions via salary sacrifice.
• As well as, a range of family-friendly policies, support towards professional qualifications, electric car schemes and more!

Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don’t feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role.