Investment Analyst

2 weeks ago

London Area, United Kingdom DSR Global Full time

** New role ** 🍾🍾


Prestigious International Bank based in London, are looking to recruit an Investment Analyst to be part of their Wealth Management Team. 💂


▪ Delivering specific research on markets, securities and portfolios for the team as and when required.

▪ Working within the Discretionary Portfolio Management team in the delivery of a range of

investment strategies to high-net-worth private clients and family offices.

▪ Provide investment analysis and support in response to investment queries from the portfolio manager,

including but not limited to written client investment reports and other bespoke reports.

▪ Supporting the wider investment and relationship management business in the production of investment

proposals, presentations and portfolio reviews.

▪ Contribute to investment discussion and decision-making through independent research and thought.

▪ Act as a point of contact for investment clients, participate in client meetings, proposals and portfolio

reviews.

▪ Monitor trades through to settlement and address any issues, working closely with back and middle office teams.

▪ Assist in portfolio implementation by computing portfolio positions and trade calculations across a variety

of investment strategies.


▪ CFA Charter holder or studying toward the CFA is preferred;

▪ Other professional qualifications such as ACA, ACCA, IMC, CIPM and Advice diploma will be

considered.

▪ Bachelor's degree 2:1 at a minimum, preference for numerical subjects such as Engineering,

Mathematics, Economics, Computing or other.

▪ Minimum of 2-3 years of experience working in investment Management.

▪ Minimum of 5 years of experience working in financial services is preferred.

▪ Possesses knowledge of the financial markets, multi-asset classes (Money Markets, Fixed Income,

Equity, Real Estate, Commodities and Absolute Return)

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