Senior Investment Analyst

Mason Blake; London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A privately-owned investment consultancy in London is seeking a Senior Investment Analyst to support investment consultants with various tasks including client meetings, asset-liability models, and investment reporting. Ideal candidates will have 4-8 years of experience, be partially qualified actuaries or CFA charter-holders, and possess excellent interpersonal skills. This position offers growth opportunities within a dynamic team.

Qualifications

• 4-8 years of experience within an investment consulting team.
• Excellent interpersonal skills with internal and external clients.
• Basic understanding of investment markets and regulatory rules.

Responsibilities

• Attend and present at client meetings with investment consultants.
• Set up and maintain asset-liability models.
• Organise fund manager selection exercises.
• Quarterly investment reporting.
• Prepare for new business tenders.

Skills

Investment consulting

Interpersonal skills

Understanding of investment markets

Education

Partially qualified actuary or CFA charter-holder

Job description

A privately-owned investment consultancy business, which has recently experienced considerable growth, is currently recruiting for a Senior Investment Analyst. The role will support the investment consultants on a portfolio of existing and potential clients.

Key responsibilities

1. Attending and presenting at client meetings with investment consultants, drafting meeting minutes and quickly following up on actions
2. Setting up and maintaining asset-liability models
3. Organising fund manager selection exercises
4. Quarterly investment reporting
5. Adding to the growth of the firm and team by helping to prepare for new business tenders

Key requirements

1. 4-8 years of experience within an investment consulting team
2. Partially qualified actuary or CFA charter-holder (study support will be provided)
3. Excellent interpersonal skills with both internal and external professional relationships
4. A good basic understanding of investment markets and asset classes, integrated risk management, applicable regulatory/legislative rules and compliance (e.g. FCA client categorisation) and current industry trends

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