Investment Analyst
3 weeks ago
** 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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