Quantitative Investment Professional
3 weeks ago
The role operates in an international, fast-paced setting with opportunities for client interaction and professional growth. A hybrid work model supports both in-office and remote work flexibility.
Key Responsibilities:
• Assist with investment counseling and preparation of asset allocation balance sheets.
• Create client communication materials such as performance reports and memos.
• Research and assess various investment products for suitability.
• Coordinate the implementation of investment recommendations with external providers.
• Document meetings and manage client follow-up activities.
Qualifications:
• Bachelor's or Master's degree in finance, economics, or a related field.
• 1-2 years of experience in investment consulting or wealth management.
• Strong understanding of asset allocation and investment planning.
• Excellent quantitative, communication, and organizational skills.
• CFA, CAIA, or CFP designation preferred; RDR Level 4 completion within 18 months required.
Estimated Salary Range: £60,000 - £80,000 per annum.
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