Jobs
>
London

    Investment Analyst - London, United Kingdom - IPOE Consulting

    Default job background
    Description
    Job Description

    Prestigious International Bank based in London, are looking to bring onboard an additional Investment Analyst to join their expanding Wealth Management Department.

    Main Responsibilities will include;

    • Specifically, 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.
    • Delivering specific research on markets, securities and portfolios for the team as and when required.
    • Contribute to investment discussion and decision-making through independent research and thought.
    • 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.
    • Act as a point of contact for investment clients, participate in client meetings, proposals and portfolio reviews.
    • Assist in portfolio implementation by computing portfolio positions and trade calculations across a variety of investment strategies.
    • Monitor trades through to settlement and address any issues, working closely with back and middle office teams.
    • Support in the generation of performance contribution and attribution analysis, and other portfolio analysis. Ongoing monitoring of performance across securities, strategies and portfolios.
    • Act as a link between London Investment Management and other international locations.
    • Maintaining and developing the body of literature used in the production of investment proposals.

    To be considered for this position, ideal candidates must have the following experience, qualifications and skills;

    • Bachelor's degree 2:1 at a minimum, preference for numerical subjects such as Engineering, Mathematics, Economics, Computing or other.
    • 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.
    • 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)
    • Possesses knowledge of the common products within wealth management, such as Funds, ETFs, Bonds and Equities and is familiar with the transactions structure of each.
    • Familiar with charging structures, legal provisions, and the execution of said products / services
    • Able to critically evaluate and suggest improvements to the products / services, as well as internal processes and procedures
    • Investment analysis and research skills
    • Expert user of Bloomberg is desired.
    • Experience with using investment programs such as, Fact Set, Reuters, Morningstar or other is also desirable.

  • Manulife Insurance Malaysia

    Investment Analyst

    2 weeks ago


    Manulife Insurance Malaysia United Kingdom

    Investment Analyst - Fixed Income page is loaded · Investment Analyst - Fixed Income · Postuler locations London, UK time type Temps plein posted on Publié il y a 2 jour(s) job requisition id JR Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les dé ...

  • Lorien

    Investment Analyst

    6 days ago


    Lorien London, United Kingdom

    Investment Analyst - Permanent · Location: Central London/Edinburgh - 2 days a week · **Salary**: 55K + up to 16% bonus · Are you a passionate Investment Analyst looking for the next significant step in your career? · The client · A leading provider of insurance services, such as ...

  • eFinancialCareers

    Investment Analyst

    1 week ago


    eFinancialCareers London, United Kingdom

    As an Investment Analyst you will: · - Perform detailed financial and market research and analysis that forms the basis for decisions on new debt and/or equity investments of the firm. · - Prepare various complex Excel financial models including debt sizing, structuring and cash ...

  • eFinancialCareers

    Investment Analyst

    1 week ago


    eFinancialCareers London, United Kingdom

    A high-calibre investment firm with offices in West London have opened up an exciting new position with their investment team for an investment analyst. They are a team of 12 managing a long-only, international and generalist investment strategy, and arerun by several extremely h ...

  • eFinancialCareers

    Investment Analyst

    1 week ago


    eFinancialCareers London, United Kingdom

    **Investment Analyst - Direct Lending ** · **The Firm:** · Part of a wider global alternative investment firm with capital under management of over €20 billion+ the Direct Lending team provides senior, subordinated, and unitranche debt for refinancings,growth capital, acquisition ...

  • Lorien

    Investment Analyst

    1 day ago


    Lorien London, United Kingdom

    Investment Analyst - Permanent · Location: Central London/Edinburgh - 2 days a week · **Salary**: 55K + up to 16% bonus · Are you a passionate Investment Analyst looking for the next significant step in your career? · The client · A leading provider of insurance services, such as ...

  • eFinancialCareers

    Investment Analyst

    2 weeks ago


    eFinancialCareers London, United Kingdom

    **COMPANY** · EXOR Capital II is a fund management subsidiary of EXOR NV, the listed conglomerate. Exor Capital II manages a public and two private equity funds business with a team based in London. The funds invest in US, EU, and Asia. · **ROLE** · **KEY RESPONSIBILITIES** · **T ...

  • eFinancialCareers

    Investment Analyst

    6 days ago


    eFinancialCareers London, United Kingdom

    Energy Impact Partners (EIP) is a global investment platform leading the transition to a sustainable energy future. EIP brings together bold entrepreneurs and some of the world's most forward-looking energy and industrial companies to advance clean energyinnovation. EIP has over ...

  • Synchronicity Group

    Investment Analyst

    6 days ago


    Synchronicity Group London, United Kingdom

    Our client is looking to recruit Investment Analysts to join their growing teams. They are an independent leading national consultancy, with over 1000 employees and multiple offices throughout the UK. They're a highly regarded organisation within the pensionsindustry, are multi-a ...

  • eFinancialCareers

    Investment Analyst

    5 days ago


    eFinancialCareers London, United Kingdom

    Top Global Private Markets firm looking for an Analyst to join their local and international team focusing on investments within Infrastructure. · **Responsibilities**: · - Prepare advisory materials to present to clients on investments in infrastructure and across multiple real ...

  • eFinancialCareers

    Investment Analyst

    4 days ago


    eFinancialCareers London, United Kingdom

    **Investment Analyst - Fixed Income** · **London** · **The Role**: · A new opportunity has been created for an Investment Analyst to support the Investment Business Development team in assessing and implementing expansion into new asset classes supporting client's business ambiti ...

  • Nuvola Resourcing Ltd

    Investment Analyst

    1 week ago


    Nuvola Resourcing Ltd London, United Kingdom

    Are you in the Investment Analyst sector looking for something more entrepreneurial? Could you be interested in going on an exciting journey with a Fintech start up? Superb opportunity to join a pioneering Fintech company that is releasing an intelligentinvesting software platfor ...

  • eFinancialCareers

    Investment Analyst

    4 days ago


    eFinancialCareers London, United Kingdom

    Our client is one of the largest Independent Global Renewable Energy companies that operate in over 10 countries covering: Wind, Solar, Energy Storage and Transmission & Distribution. They are now looking to expand their investment team and are lookingfor an Investment Analyst. T ...

  • eFinancialCareers

    Investment Analyst

    1 week ago


    eFinancialCareers London, United Kingdom

    **The Firm** · Our client is a specialist private credit investment firm providing commercially driven, entrepreneurial and creative debt capital solutions to corporate firms undergoing change and restructuring. · Their unique investment strategyis focused on asset-based financin ...

  • eFinancialCareers

    Investment Analyst

    1 week ago


    eFinancialCareers London, United Kingdom

    ** · JOB DESCRIPTION · **Job Title: Investment Analyst: 65k · Job Role and Responsibilities: · - Supporting the end-to-end fund management(investment analysis and research) including detailed financial modelling at company and asset level, investment due diligence on existing and ...

  • eFinancialCareers

    Investment Analyst

    4 days ago


    eFinancialCareers London, United Kingdom

    A new opportunity has been created for an Investment Analyst to support the Investment Business Development team in assessing and implementing expansion into new asset classes supporting LGR's businesses ambitions as well as contributing actively to otherrelevant LGR related inve ...

  • eFinancialCareers

    Investment Analyst

    4 days ago


    eFinancialCareers London, United Kingdom

    **Department: Investment Operations Region 2, Banking Department** · **Job Type: Global Recruitment** · **Posting Date: Feb. 13, 2023** · **Closing Date: Mar. 15, 2023** · **Investment Analyst - Banking** · The Asian Infrastructure Investment Bank (AIIB) is a multilateral develop ...

  • eFinancialCareers

    Investment Analyst

    4 days ago


    eFinancialCareers London, United Kingdom

    **About Us** · **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than60 countr ...

  • Eames Consulting

    Investment Analyst

    1 week ago


    Eames Consulting London, United Kingdom

    **Please note this is a middle office role and NOT an investment role** · **UK markets experience essential and tier 2 sponsorship is not possible.** · An impressive lower mid-market private equity fund with AUM of c£5bn has recently launched a private credit strategy and is seek ...

  • eFinancialCareers

    Investment Analyst

    4 days ago


    eFinancialCareers London, United Kingdom

    **About Us** · **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than60 countr ...