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Fintech - Wealth Planning and Investment 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? Do you want to be part of a rapidly growing company that's revolutionizing wealth advice and client experiences? Our client is looking for driven individuals to join a meritocratic, ego-free team and develop their careers in a forward-thinking environment.

About the Firm: They are an industry disruptor committed to transforming the wealth planning landscape. Their culture values personal excellence, independent thinking, and continuous learning. 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.

Role Overview: In this fast-paced and evolving environment, you will:

  • 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.
  • Build relationships with sophisticated clients through exceptional communication skills.
  • Present analytics and rationale behind your recommendations over time.
  • Participate in broader firm initiatives including recruiting, digital product experiences, and user testing & strategy.

Qualifications:

  • 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.
  • Skills: Proficient in Microsoft Office and Google Sheets/Slides. Financial modeling skills and experience with Bloomberg/Thomson Reuters are advantageous.

Ideal Candidate: The client seeks individuals with:

  • A background in Financial Planning, Wealth Management, or a related field.
  • Strong analytical and communication skills.
  • An inquisitive mindset and a passion for continuous learning.
  • The ability to thrive in a collaborative, client-focused environment.

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.