Investment Portfolio Researcher - up to £50,000 - Ref: LT13903

This is a great opportunity for a candidate with 2-3 years’ relevant experience to join a City-based investment team and provide independent advice to clients on all aspects of personal financial planning and investment management. The role will provide the opportunity to learn about a broad range of asset classes, markets, investment funds and individual securities and to contribute to our client’s strong investment offering and comprehensive client reporting.

Roles & Responsibilities

  • Build knowledge of investment markets and contribute to the development of investment strategy.

  • Contribute material for client and Investment Committee reports.

  • Produce reports and analysis on investments held by clients and prospective clients.

  • Liaise with client teams in the production of performance reports and investment rationales.

  • Attend events to build relations with fund managers and acquire knowledge of a range of funds.

  • Research opportunities within fund sectors.

  • Undertake administrative tasks such as liaising with platform providers regarding fund availability and maintaining a central repository of key fund documents for model funds.

  • Working in the Investment Client Services stream of the Investment Team and reporting to the Investment Director.

Experience & Qualifications

  • Be highly numerate and proficient in Excel

  • Demonstrate a strong academic background, probably having graduated from a Russell Group university

  • Communicate clearly and concisely, and enjoy writing

  • Have an interest in investments, economics and business

  • Have strong attention to detail

  • Have 2 – 3 years’ relevant experience

To hear more about this exciting opportunity, please contact Linda Tottem on 020 7847 8876 or email your CV to

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.