Investment Analyst - London, United Kingdom - DSR Global

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    Job Description

    ** New role **

    Prestigious International Bank based in London, are looking to recruit an Investment Analyst to be part of their Wealth Management Team.

    Delivering specific research on markets, securities and portfolios for the team as and when required.

    Working within the Discretionary Portfolio Management team in the delivery of a range of

    investment strategies to high-net-worth private clients and family offices.

    Provide investment analysis and support in response to investment queries from the portfolio manager,

    including but not limited to written client investment reports and other bespoke reports.

    Supporting the wider investment and relationship management business in the production of investment

    proposals, presentations and portfolio reviews.

    Contribute to investment discussion and decision-making through independent research and thought.

    Act as a point of contact for investment clients, participate in client meetings, proposals and portfolio

    reviews.

    Monitor trades through to settlement and address any issues, working closely with back and middle office teams.

    Assist in portfolio implementation by computing portfolio positions and trade calculations across a variety

    of investment strategies.

    CFA Charter holder or studying toward the CFA is preferred;

    Other professional qualifications such as ACA, ACCA, IMC, CIPM and Advice diploma will be

    considered.

    Bachelor's degree 2:1 at a minimum, preference for numerical subjects such as Engineering,

    Mathematics, Economics, Computing or other.

    Minimum of 2-3 years of experience working in investment Management.

    Minimum of 5 years of experience working in financial services is preferred.

    Possesses knowledge of the financial markets, multi-asset classes (Money Markets, Fixed Income,

    Equity, Real Estate, Commodities and Absolute Return)