- 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.
- 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.
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Description
Job DescriptionPrestigious 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;
To be considered for this position, ideal candidates must have the following experience, qualifications and skills;