Wealth Management Analyst

6 days ago

London, Greater London, United Kingdom undisclosed Full time
About the Role

We are seeking a highly skilled Portfolio Analyst to join our team at an undisclosed company. As a Portfolio Analyst, you will play a critical role in assisting in the preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail. You will also be responsible for conducting financial planning analysis for client portfolios and suggesting investment actions that will best align the client's portfolio with its objectives.

Key Responsibilities
  • Assist in the preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail.
  • Conduct financial planning analysis for client portfolios and suggest investment actions that will best align the client's portfolio with its objectives.
  • Produce analyses for multi-asset class client portfolios, covering key exposures, including market betas, liquidity, currency, and geography.
Requirements
  • Strong academic background
  • 1-5 years' experience in a role that includes financial modelling
  • Exposure to Wealth Management, e.g., financial planning for private clients is advantageous but not essential
  • Strong understanding (or interest in) of the private banking and asset management market
  • Excellent communication skills essential
  • Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
  • Independent thinker
  • Understanding of portfolio construction and asset allocation
  • No ego
  • Applied knowledge of financial theories and investment solutions
About the Company

Our client is a growing FinTech firm in London that delivers institutional solutions to highly sophisticated private investors. They are looking to hire a Portfolio Analyst who can take on broad roles and plenty of responsibility. Their culture is progressive, collegiate, and is best described as high performance but low ego.

They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client-focused approach. In the last couple of years, this firm has grown their client and asset base and are looking to continue to grow their team as a result.

They are looking for well-rounded people that combine strong technical skillsets with a genuine entrepreneurial drive and desire. Anyone who can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered.

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