Associate / Senior Associate Analyst

2 weeks ago


London, Greater London, United Kingdom Rothschild & Co Full time

Rothschild & Co is a prominent global financial services group with a rich history spanning over 200 years at the heart of the world's financial markets.

Our 4,200 skilled experts across 40+ countries offer a distinctive global perspective through four leading business divisions – Global Advisory, Wealth Management, Asset Management, and Five Arrows.

Rothschild & Co values diversity and different viewpoints, fostering an inclusive and supportive environment.

Wealth Management Division

  • Objective long-term perspective on investing, structuring, and safeguarding assets
  • Serving the world's wealthy families, entrepreneurs, foundations, and charities

The client team is seeking a new Analyst passionate about building a career in wealth management.

The Analyst will support Client Advisers in managing a large client base, prepare bespoke analysis, monitor portfolios, liaise with the investment team, and facilitate account openings.

  • Pro-active monitoring and review of client portfolios
  • Liaising with the investment team for recommendations
  • Co-ordination of new account openings
  • Collating data for senior team members

Key qualifications:

  • Advanced Excel, PowerPoint, and Word skills
  • Excellent written and verbal communication
  • Strong organizational skills and ability to multitask under pressure
  • Creative and solution-oriented mindset
  • Interest in financial markets and investments

We strive for a balanced and inclusive work environment that supports professional growth and offers long-term opportunities for talent at Rothschild & Co.



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