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

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

    3 weeks ago

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    Description
    Senior Investment Analyst
    Leading UK Wealth & Investment Manager, Based London

    £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. 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.

    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.

    Desire to further develop in the Private Client Wealth/Investment market.
    CFA qualified
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