Senior Investment Analyst

Agreus Limited; London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A London-based family office is seeking an investment professional to manage and monitor their diverse investment portfolio. The role requires strong analytical and interpersonal skills with a minimum of 5 years experience in financial services. This full-time position offers some flexibility for remote work, but confidentiality is paramount in the work culture.

Qualifications

• Minimum 5 years of experience in financial services or asset management.
• Ability to write clear analyses of investment opportunities.
• Familiarity with UK and international taxation is a plus.

Responsibilities

• Monitoring the investment portfolio and managing reporting.
• Coordinating with team members for tax efficiency.
• Analyzing data and creating reports for decision-making.

Skills

Understanding of financial instruments

Strong analytical skills

Interpersonal skills

Understanding of financial reporting

Job description

Our client is a London-based Single Family Office seeking an investment professional to monitor and manage the existing investment portfolio that consists of varied asset classes. You will be expected to work independently and liaise laterally with other team members while reporting directly to the principal.

Key Responsibilities

• Monitoring the investment portfolio, managing the internal portfolio reporting system, and providing recommendations to the principal.
• Coordinating with other team members and external service providers to ensure goal alignment, tax efficiency, and proper execution and filing.
• Analyzing data and creating reports to inform decision-making, including analyzing investment proposals and seeking investment solutions to match the principal's objectives.
• Monitoring treasury and liquidity requirements.
• Dealing with banks and financial institutions regarding administrative, KYC, and due diligence matters.

Required Skills and Qualifications

• Good understanding of financial instruments, bond markets, equity markets, derivatives, and structured financial products.
• Minimum 5 years of experience in financial services, asset management, wealth management (family office), or financial advisory industry.
• Strong analytical skills with the ability to write clear and concise analyses of investment opportunities and recommendations.
• Excellent interpersonal skills to liaise effectively with team members and external service providers.
• Sound understanding of financial reporting, basic accounting, and familiarity with UK and international taxation is a plus.
• Basic understanding of legal matters related to financial instruments.

Working Conditions

• Full-time position based in central London, with some possibility of working from home depending on the workload.
• The role does not include benefits such as health insurance or pension schemes.
• Occasional travel may be required.

Culture and Values

• The office environment is informal, requiring the ability to work independently.
• The principal and his family value privacy and confidentiality; confidentiality commitments are more stringent than usual.

If you would like to learn more about the role, please send a (preferably Word) copy of your latest resume.