This range is provided by fs talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Overview
We are seeking an ambitious Investment Analyst to join the Investment Team of a leading wealth management business. This is a broad role spanning fund research, portfolio support, investment communications, and adviser collaboration. It offers excellent development opportunities for someone with around 2+ years’ experience and a genuine passion for financial markets.
Base pay range
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Responsibilities
- Research and monitor funds and investment managers across asset classes.
- Provide analysis and modelling to support portfolio construction and asset allocation.
- Prepare investment reports, proposals, presentations, and adviser materials.
- Draft client-facing content, including market updates and investment commentary.
- Liaise with advisers to support client queries and present research findings.
- Contribute to projects such as new platforms, processes, and adviser tools.
- Maintain and utilise investment systems (e.g., Morningstar/FE) for reporting and analysis.
What We’re Looking For
- 2+ years’ experience in wealth or fund management.
- Strong analytical and numerical skills, including Excel/financial modelling.
- Excellent written and verbal communication skills.
- A collaborative team player with initiative, curiosity, and a strong work ethic.
- Confidence presenting to colleagues and clients.
- Familiarity with fund selection, portfolio management systems, or content creation would be an advantage.
- Progress towards IMC or CFA is welcomed but not essential.
Requirements
- 2+ years’ experience in wealth or fund management.
- Strong analytical and numerical skills, including Excel/financial modelling.
- Excellent written and verbal communication skills.
- A collaborative team player with initiative, curiosity, and a strong work ethic.
- Confidence presenting to colleagues and clients.
- Familiarity with fund selection, portfolio management systems, or content creation would be an advantage.
- Progress towards IMC or CFA is welcomed but not essential.
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