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- Analysis of portfolios from a risk and return perspective, conduct due diligence on underlying investments, help carry out portfolio simulations.
- Assist with annual fund due diligence review meetings
- Produce detailed performance analysis for the front office team, including maintain and improving the internal and external performance reporting function.
- Lead Fund/Manager selection process, including detailed qualitative and quantitative research.
- Work closely with Wealth Managers and their teams on all investment analysis queries, including client specific analysis.
- Work with the marketing team to produce accurate and detailed client investment documents.
- Produce and deliver detailed Investment & Market commentary to clients both in person and through podcasts and other mediums
- At least 5 years in a similar Investment Analysis role, ideally gained from within a similar Wealth, Investment or Asset Management environment.
- Strong numerical and analytical skills, combined with an excellent educational background.
- Good communication skills, with the ability to work closely with a wide variety of individuals and be able to produce exceptional written reports.
- Desire to further develop in the Private Client Wealth/Investment market.
- CFA qualified
- Basic salary of up to £120,000 + excellent package
- Opportunity to work in an interesting, expanding organisation.
Senior Investment Analyst - London Area, United Kingdom - Oval Recruit Ltd.
Description
Senior Investment Analyst
Leading UK Wealth & Investment Manager, Based London
£90,000 - £120,000 + Excellent Package
This is an excellent opportunity for a Senior Investment Analyst to join a leading Wealth/Investment Manager. Working within their existing Investment set up, you will play a key role in the provision of investment analysis, commentary, and research communication for the organisation. Working closely with the CIO, you role will include the following:
To be successful in this role, you should have had the following experience:
In return our client is offering:
For more information, please contact Edward Groves