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Investment Analyst

2 months ago

Birmingham, United Kingdom SF Recruitment Full time

SF Recruitment are currently working with an exciting Wealth Management business in Birmingham in the recruitment on an Investment Analyst.

Working alongside an ambitious Investment Director, this role will be responsible for:

• Day to day monitoring of investment portfolios

• Producing monthly investment reports and attending monthly treasury meetings

• Analysing portfolio returns and producing trended analysis

• Making recommendations of changes to portfolios

• Assisting with the management of the group’s property portfolio

• Developing a network of local firms/experts in private equity/VC, property etc to ensure a good flow of investment opportunities

• Undertaking fund manager meetings of existing holdings and to appraise potential new investments

• Ad-hoc investment projects

• Attending meetings with investment managers to discuss portfolio performance



Submit your CV and any additional required information after you have read this description by clicking on the application button.

To be considered for this role you will have an entrepreneurial nature and will have demonstrated clear value add activities in the companies you've worked at previously.


You must be a qualified CISI , and seeking opportunity in a fast paced, dynamic, profitable business where you will really be able to grow and develop the role as this division grows.

My client is seeking to recruit this role as soon as possible with the position currently vacant, if you interested then please get in touch with Luke Selibas right away; lselibas@sfrecruitment.com