Senior Investment Analyst - London Area, United Kingdom - Oval Recruit Ltd.

    Oval Recruit Ltd.
    Oval Recruit Ltd. London Area, United Kingdom

    2 weeks ago

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    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:

    • 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

    To be successful in this role, you should have had the following experience:

    • 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

    In return our client is offering:

    • Basic salary of up to £120,000 + excellent package
    • Opportunity to work in an interesting, expanding organisation.

    For more information, please contact Edward Groves