Junior Investment Analyst, Private Office – London

Andsimple; Greater London; Hybrid; GBP 30,000 - 48,000; Full time

Benefits offered by this job

Pension contribution

Private medical cover

Job summary

Leap Dock is a private family office in London seeking an Analyst to join the team. This entry-level role supports investment research, portfolio monitoring, and governance tasks.

You will work directly with senior team members, gain exposure to both public and private markets, and develop financial modelling skills in a small, confidential office.

The position offers mentorship, a clear development path, and a competitive salary in a central London location.

Qualifications

• Bachelor's degree in finance, economics, accounting, or related discipline.
• Up to two years in investment management or related analytical role.
• Strong Excel modelling and ability to interpret financial statements.
• Excellent written and verbal communication; ability to present clearly to senior audience.

Responsibilities

• Conduct industry and company research to support investment ideas.
• Assist with investment due diligence by reviewing fund documents, filings and reports.
• Prepare investment memos, performance reports and presentation materials.
• Maintain portfolio dashboards and ensure data accuracy across CRM systems.
• Track capital calls, distributions and commitments across private fund holdings.
• Build and maintain financial models including cash flow forecasts and valuations.
• Coordinate with external managers, custodians, legal counsel and auditors for reporting.
• Assist with governance and administrative tasks to support daily operations.
• Contribute to ad hoc research projects as directed by senior team members.

Skills

Excel modelling

Financial statement analysis

Communication skills

Intellectual curiosity

Education

Bachelor's degree in finance/economics/accounting

Tools

Bloomberg

Job description

Leap Dock is a private family office in London seeking an Analyst to join the team. This entry-level role supports investment research, portfolio monitoring, and governance tasks.

You will work directly with senior team members, gain exposure to both public and private markets, and develop financial modelling skills in a small, confidential office.

The position offers mentorship, a clear development path, and a competitive salary in a central London location.