Looking for a Senior Investment Analyst - Wealth Management
- Full CFA Charter.
- Strong macro-level market knowledge.
- Understanding of Factor Based Investment processes.
- Excellent communication ability, examples including (but not limited too); developing the junior team and able to explain complex investment strategies to an UHNW client base (e.g. the benefits of the Fama-French Factor 3 & 5 models vs. traditional investments).
SENIOR INVESTMENT ANALYST
Salary: £90,000 - 110,000
Location: London
Keywords: Investment Analyst, Wealth Management, CFA, Fund Due Diligence, Portfolio Monitoring
An exciting opportunity has arisen for a Senior Investment Analyst to join a dynamic wealth management firm based in the heart of London. This role offers the chance to work within a growing, niche company that prides itself on its commitment to excellence, authenticity, and empathy. The successful candidate will be responsible for assisting with annual fund due diligence review meetings, leading on portfolio monitoring reports, and establishing a formal active fund/manager selection process. This is an excellent opportunity for a CFA qualified individual seeking to make a significant impact within a forward-thinking organisation.
Candidate must be/ have:
- Full CFA Charter.
- 8 years' experience in Investment roles, preferably including some Wealth Management experience.
- Strong macro-level market knowledge.
- Understanding of Factor Based Investment processes.
- Excellent communication ability, examples including (but not limited too); developing the junior team and able to explain complex investment strategies to an UHNW/ HNWi client base (e.g. the benefits of the Fama-French Factor 3 & 5 models vs. traditional investment methodologies).
What you'll do:
As a Senior Investment Analyst, you will play an integral role in shaping the investment strategies of our client's firm. You will assist the Chief Investment Officer (CIO) in conducting annual fund due diligence review meetings, providing valuable insights and analysis. Your responsibilities will also include leading on the preparation of regular Portfolio Monitoring Reports, ensuring all portfolios are reviewed and compared versus competitors regularly. Furthermore, you will establish a formal active fund/manager selection process that combines fundamental research with quantitative analysis to inform investment decisions. Your role will also involve undertaking detailed manager and fund research following the CIO's view in market opportunities. Lastly, you will lead on maintaining and improving the fund database, ensuring effective utilisation of data feeds.
- Assist the Chief Investment Officer (CIO) with annual fund due diligence review meetings.
- Lead on the preparation of regular Portfolio Monitoring Reports.
- Establish a formal active fund/manager selection process combining fundamental research with quantitative analysis.
- Undertake detailed manager and fund research following the CIO's view in market opportunities.
- Assist the CIO in improving and maintaining the firm's framework for strategic asset allocation.
- Lead on maintaining and improving fund database, ensuring effective utilisation of data feeds.
What you bring:
The ideal candidate for this Senior Investment Analyst role brings extensive experience from a similar position within wealth or investment management business. You possess thorough knowledge of industry practices and UK & US regulations, which enables you to navigate complex financial landscapes confidently. Your analytical mindset and excellent organisational skills allow you to manage multiple tasks efficiently, while your attention to detail ensures high-quality output in all your work. Your strong report writing skills will be crucial in communicating complex financial data clearly and effectively. Furthermore, your ability to work well within a team and communicate at all levels both internally and externally will be key to your success in this role.
- A minimum of 8 years' experience in a similar position as Senior Investment Analyst.
- Thorough knowledge of industry practices and UK & US regulations.
- Strong analytical mindset with excellent organisational skills.
- Excellent attention to detail with strong report writing skills.
- Ability to work effectively in a team environment.
- Ability to communicate clearly at all levels both internally and externally.
What sets this company apart:
Our client is a leading wealth management firm that offers a holistic approach in developing and implementing tax-efficient global wealth and asset management strategies. With over a decade of experience in providing cross-border US Wealth Management services, they employ leading global investment strategies that are both tax efficient and compliant. They are proud to be the UK's first financial services B Corporation member, asserting that businesses can benefit shareholders whilst also solving social and environmental problems.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates