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Investment Analyst - £Exc + bens

Our client, a UK-based asset management firm with circa £11 billion of assets under management in a broad range of investment products, is seeking an Investment Analyst. The company focuses on two principal areas of investment expertise: outcome-based, multi-asset investment and single-strategy, active equity investment, e.g. UK, European, US and global equity funds.
The role involves hybrid working with at least three days office-based (City of London).

Roles & Responsibilities

  • Provide support to the CIO, working as part of the Investment Team.

  • Undertake investment analysis relating to the Diversified fund range.

  • Assisting in research connected with new products or projects.

  • Assisting in the production of regular and ad-hoc reports, investment and other.

  • Assist in product governance process.

  • Analysis of asset classes, markets, sectors and individual investments as directed by the CIO.

  • Assist the CIO in oversight and monitoring of all fund performance and risk metrics.

  • Provide dealing instructions and liaise with dealing team on reporting to CIO.

  • Preparation of marketing materials.

  • Produce management information.

  • Enter details of errors and breaches on to the SONAR system.

Experience & Qualifications

The successful candidate will:

  • Ideally be a graduate.

  • Have worked in financial services, ideally fund management.

  • Want to make their career in fund management.

  • Ideally have the IMC or CFA qualification, but that is not essential.

  • Have strong numerical and analytical skills.

  • Have excellent interpersonal and relationship building skills.

Our client is unable to provide sponsorship for this role, so please only apply if you are legally entitled to work in the UK without the need for sponsorship, either now or in the future.

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

Ref: LT16111

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.

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