Description

Our client, a highly regarded wealth management firm, is seeking an Investment Analyst / Investment Manager to join its London-based investment team. This is an exceptional opportunity to work directly with the CIO and senior investment managers, gaining exposure across multiple facets of the investment process.

Key Responsibilities:

• • Conduct research and monitoring of funds and investment managers across asset classes.
  • Provide analysis and modelling to support portfolio construction and asset allocation.
  • Collaborate with investment managers and advisors to deliver analytical support and client-ready materials.
  • Prepare clear, insightful investment commentary for internal and external use.
  • Contribute to firm-wide initiatives, including the rollout of new platforms, processes, and advisor tools.
  • Support the utilisation and maintenance of investment systems such as Morningstar or FE.

Candidate Profile:

• • 2-3 years' experience in investments, fund research, or a related role.
  • Demonstrable passion for financial markets and a commitment to developing a long-term career in investments.
  • Excellent analytical, written, and verbal communication skills.
  • Highly collaborative, with a flexible and proactive approach.
  • Experience with investment systems (Morningstar, FE) advantageous.

This position offers:

• • Direct exposure to the CIO and senior investment leadership.
  • A broad and varied remit with opportunities to expand responsibilities over time.
  • A collaborative and growth-oriented culture within a prestigious wealth management firm.