Investment Analyst

Investment Analyst - Wealth Management

London - Hybrid£50k - £70k Plus BenefitsOverview

We are seeking an ambitious

Investment Analyst

to join the Investment Team of a leading wealth management business. This is a broad role spanning fund research, portfolio support, investment communications, and adviser collaboration. It offers excellent development opportunities for someone with around

2+ years’ experience

and a genuine passion for financial markets.Key Responsibilities

Research and monitor funds and investment managers across asset classes.Provide analysis and modelling to support portfolio construction and asset allocation.Prepare investment reports, proposals, presentations, and adviser materials.Draft client-facing content, including market updates and investment commentary.Liaise with advisers to support client queries and present research findings.Contribute to projects such as new platforms, processes, and adviser tools.Maintain and utilise investment systems (e.g., Morningstar/FE) for reporting and analysis.What We’re Looking For

2+ years’ experience in wealth or fund management.Strong analytical and numerical skills, including Excel/financial modelling.Excellent written and verbal communication skills.A collaborative team player with initiative, curiosity, and a strong work ethic.Confidence presenting to colleagues and clients.Familiarity with fund selection, portfolio management systems, or content creation would be an advantage.Progress towards IMC or CFA is welcomed but not ..... full job details .....