Senior Investment Analyst: Multi-Asset Portfolios & Data-Driven Insights

Aldrich & Co.; Remote; GBP 46,000 - 54,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking a Senior Investment Analyst to manage investment processes, ensure data accuracy, and produce client reports. Candidates should have 3-5 years of experience in investment analysis or portfolio management and hold a Level 4 investment qualification. Strong skills in data handling and communication are essential. The position offers a competitive salary plus a generous package.

Qualifications

• 3–5 years’ experience in investment analysis or portfolio management.
• Strong background in multi-asset portfolios, ETFs, and index-based strategies.
• Experience in trade execution and portfolio rebalancing.

Responsibilities

• Lead the investment process from monitoring portfolios to conducting analytics.
• Produce client reports, performance summaries, and due-diligence materials.
• Ensure accuracy of investment data across all systems.

Skills

Investment analysis

Portfolio management

Data analysis

Trade execution

Communication skills

Education

Level 4 investment qualification (e.g., CISI, IMC)

Tools

Excel

Python

SQL

Power Query

Bloomberg

FE Analytics

Job description

A financial services firm in the United Kingdom is seeking a Senior Investment Analyst to manage investment processes, ensure data accuracy, and produce client reports. Candidates should have 3-5 years of experience in investment analysis or portfolio management and hold a Level 4 investment qualification. Strong skills in data handling and communication are essential. The position offers a competitive salary plus a generous package.