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Asset Investment Planning Analyst

2 months ago

United Kingdom mbf Full time

Are you an ambitious Financial Services professional eager to advance your career within the dynamic Fintech sector? About the Firm: They are an industry disruptor committed to transforming the wealth planning landscape. If you're a strong communicator with a keen interest in Investment Management, Portfolio Construction, and macro-economic trends, we want to hear from you.

Conduct in-depth portfolio and asset analysis.
Contribute to the development of asset liability management tools.
Make client portfolio recommendations based on risk tolerance and investment objectives.
Align client portfolio strategies with their financial planning goals.
Create client presentation materials explaining the impact of your advice on their financial strategies and long-term goals.
Participate in broader firm initiatives including recruiting, digital product experiences, and user testing & strategy.

Education: High-achieving graduates with a First-Class or minimum 2:1 degree in a related subject.
Experience: 1-3 years in the financial services sector, ideally with progress towards qualifications such as CFA, IMC, or CII.
Proficient in Microsoft Office and Google Sheets/Slides. Financial modeling skills and experience with Bloomberg/Thomson Reuters are advantageous.

A background in Financial Planning, Wealth Management, or a related field.
If you have the relevant experience, skills, and drive to help transform the wealth planning industry, apply now to join an innovative team and empower clients to understand their financial picture better.