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Client Portfolio Performance Analyst

4 weeks ago

London, Greater London, United Kingdom Undisclosed Full time

Join a forward-thinking FinTech firm in London as a Client Portfolio Performance Analyst and contribute to the delivery of institutional solutions to highly sophisticated private investors. With an estimated annual salary of £80,000 - £100,000, this role offers a unique blend of financial analysis, client relationship-building, and business development opportunities.

The ideal candidate will possess a strong academic background, 1-5 years' experience in financial modelling, and exposure to Wealth Management. They will also demonstrate excellent communication skills, an inquisitive character, and a genuine entrepreneurial drive.

Key Responsibilities:

  • Assisting in the preparation of periodic client portfolio reports
  • Conducting financial planning analysis for client portfolios
  • Producing analyses for multi-asset class client portfolios

This is an outstanding opportunity to work with a dynamic team that prioritizes the person over the CV and offers a range of benefits, including professional development opportunities and a competitive salary package.