Negotiable
This range is provided by fs talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Overview
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.Base pay range
Direct message the job poster from fs talentResponsibilities
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 essential.Requirements
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 .....
Negotiable