Wealth Management Portfolio Analyst

4 weeks ago

London UK, UK, United Kingdom undisclosed Full time

We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent years and already grown assets significantly over a sustained period. They are looking to hire a portfolio analyst/financial planners 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. After a highly successful 2023, they are looking to grow their team substantially as part of their structured growth plan.


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 have grown their client and asset base and are looking to continue to grow their team as a result. More details on request, but it should be stressed that there are several differentiating factors this firm have compared to their competition in what is a crowded market. One simple differentiator is the sheer level of their success which has been driven by an exceptionally high calibre team, and an extremely positive work environment and team spirit. Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated UHNW and HNW investors. We have placed around 30 people with this firm in the last few years so have a strong understanding of the culture, team and work as a result. They have significant momentum behind their growth but are still at a stage where people are able to play vital roles in their growth. We are more than happy to go into significant amounts of details with relevant candidates who are inquisitive but not yet certain of moving into a FinTech.


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. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good fits. We have also placed people into the team coming from Multi-Asset teams from institutional asset managers, as well as investment banking. As with any role with a small, growing firm, this position will be broad in scope and there will be significant chances to take on responsibilities.


Some key aspects of this role will include:

  • Assisting in preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail, and drive development of automated reporting system.
  • Conduct financial planning analysis for client portfolios and suggest investment actions that will best align the client’s portfolio with its objectives.
  • Producing analyses for multi-asset class client portfolios, covering key exposures, including market betas, liquidity, currency, and geography.


Whilst our client is prioritising the person over the CV, the ideal skill set would look like the following:

  • 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.


Due to demand, we are advertising this role anonymously. If you would prefer to speak to someone before submitting a CV, please send a blank application to the role and someone will be in touch to discuss.


We can only respond to highly qualified candidates.

  • Associate Wealth Manager

    4 weeks ago

    London, UK, UK, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    4 weeks ago

    London, UK, UK, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Wealth Manager

    1 month ago

    London, UK, UK, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Wealth Manager

    4 weeks ago

    London, UK, UK, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Fixed Income Analyst

    4 weeks ago

    UK, UK, United Kingdom JJ SEARCH LIMITED Full time

    SALARY: 50-70KThe Company Our client is a highly successful Investment Management and Wealth Management firm.The Role THIS ROLE IS A 12 MONTH FTC with potential to go permanent.The Fixed Income Analyst will be responsible for researching, selecting, and monitoring any new Corporate Credit ideas as well as presenting analysis to the Fixed Income committee....

  • Senior Analyst Relations Manager

    1 month ago

    UK, UK, United Kingdom Starsight | Analyst Relations Full time

    Company Description.Starsight Communications is Europe's largest and most respected EMEA analyst relations (AR) consultancy. We provide growth and scale companies with strategic expertise and hands-on tactics to enhance their analyst relations. Founded by experienced AR practitioners, Starsight Communications is committed to delivering exceptional...

  • Senior Analyst Relations Manager

    4 weeks ago

    UK, UK, United Kingdom Starsight | Analyst Relations Full time

    Company Description.Starsight Communications is Europe's largest and most respected EMEA analyst relations (AR) consultancy. We provide growth and scale companies with strategic expertise and hands-on tactics to enhance their analyst relations. Founded by experienced AR practitioners, Starsight Communications is committed to delivering exceptional...

  • Fixed Income Analyst

    3 weeks ago

    London, UK, United Kingdom JJ Search Full time

    The Company Our client is a highly successful Investment Management and Wealth Management firm. The Role THIS ROLE IS A 12 MONTH FTC with potential to go permanent. The Fixed Income Analyst will be responsible for researching, selecting, and monitoring any new Corporate Credit ideas as well as presenting analysis to the Fixed Income committee. The...

  • Financial Controller

    1 week ago

    London, UK, United Kingdom Oakglen Wealth Full time

    Oakglen Wealth has partnered with Robert Walters Finance. They are keen to appoint a Financial Controller - Wealth Management. The role will be based in London. Wealth Management Financial Controller The Company Oakglen Wealth is a fast-growing investment manager offering discretionary and advisory services from offices in Jersey and the UK to clients...

  • Wealth Manager

    1 month ago

    London, UK, UK, United Kingdom HBL Bank UK Full time

    Wealth ManagerAs a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation. Key Accountabilities Build and maintain strong relationships...

  • Financial Controller – Wealth Management

    1 week ago

    London,, UK, United Kingdom Oakglen Wealth Full time

    The CompanyOakglen Wealth is a fast-growing investment manager offering discretionary and advisory services from offices in Jersey and the UK to clients globally.The GroupOakglen is a group of investment and operating companies with interests across the UK, Channel Islands, Europe and the North America in the wealth management, real estate, private equity,...

  • Portfolio Analyst

    1 week ago

    London, UK, United Kingdom Brit Full time

    Vacancy Name Portfolio Analyst Employment Type Permanent Location London Role Details Who are we? Ki is the biggest global insurance tech company you`ve never heard of, unless you`ve been looking to insure a satellite, wind farm or music festival recently. Having written over $877m in gross written premium in 2023, we`ve achieved significant growth...

  • Portfolio Analyst

    1 week ago

    London, UK, United Kingdom Brit Full time

    Vacancy Name Portfolio Analyst Employment Type Permanent Location London Role Details Who are we? Ki is the biggest global insurance tech company you`ve never heard of, unless you`ve been looking to insure a satellite, wind farm or music festival recently. Having written over $877m in gross written premium in 2023, we`ve achieved significant growth...

  • Investment Assistant

    4 weeks ago

    London, UK, UK, United Kingdom JJ SEARCH LIMITED Full time

    SALARY: 35-45KThe Company:Our client is a boutique wealth management company, highly recognised with a fantastic reputation.The Role:The Investment Assistant position is working for an important Investment Management team within a highly credible Wealth Management company based in the City of London. The role will assist in resolving the Wealth Management...

  • Investment Assistant

    4 weeks ago

    London, UK, UK, United Kingdom JJ SEARCH LIMITED Full time

    SALARY: 35-45KThe Company:Our client is a boutique wealth management company, highly recognised with a fantastic reputation.The Role:The Investment Assistant position is working for an important Investment Management team within a highly credible Wealth Management company based in the City of London. The role will assist in resolving the Wealth Management...

  • Portfolio Analyst

    3 weeks ago

    London, UK, United Kingdom Lorien Full time

    Portfolio Analyst- 12 Month Fixed Term Contract Are you an experienced Analyst looking for a new role? We are partnered with a leading insurer looking for a Portfolio Analyst on a 12 month FTC ending in July 2025 Responsibilities will include data work in various departments and preparation work for important Quarterly Business Reviews and other key business...

  • Portfolio Management Actuary

    4 weeks ago

    UK, UK, United Kingdom HFG Insurance Recruitment Full time

    We have partnered with a leading Lloyd's syndicate to find them a Senior Portfolio Management Analyst to help drive their Profitability. This is a great opportunity for the successful candidate to work within the Underwriting Function alongside various senior management to help drive their performance. This role includes but not limited to:Provide...

  • Portfolio Management Actuary

    4 weeks ago

    London, UK, UK, United Kingdom HFG Insurance Recruitment Full time

    We have partnered with a leading Lloyd's syndicate to find them a Senior Portfolio Management Analyst to help drive their Profitability. This is a great opportunity for the successful candidate to work within the Underwriting Function alongside various senior management to help drive their performance. This role includes but not limited to:Provide...

  • Associate Investment Manager

    1 month ago

    UK, UK, United Kingdom JJ SEARCH LIMITED Full time

    SALARY: 50-65/70KThe Company:Our client is a successful wealth management company, highly recognised with a fantastic reputation.The Role:The Associate Investment Manager will aid 2 highly successful Investment Directors in building and maintaining Investment client portfolios, on a book size of 400-500 million.This role will entail portfolio management and...

  • Digital Marketing Analyst

    1 month ago

    London,, UK, United Kingdom JJ SEARCH LIMITED Full time

    SALARY: 65-85KThe ClientAn established and highly reputable Wealth Management based within the City of London.The RoleThe Digital Marketing Analyst will be responsible for maintaining GA4 application across the firm’s websites ensuring all data layers are functioning for accurate and analytics insights for the wealth management business.The Digital...