Job: Investment Analyst

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Title Investment Analyst
Salary Competitive Package
Location London
Job Information

• To work as part of the Investment Research Team developing and delivering asset allocation and fund selection recommendations to the firm’s high net worth clients via the firm’s advisers or directly.
• Client Service Delivery:
o To play a part in developing and communicating, in written form, views on the economy, investment outlook and asset allocation recommendations for client reports
o To undertake fund research to produce recommendations on collective investments such as OEICs, unit trusts and investment trusts
o To work on occasional analysis of other financial assets, such as equity and structured products
• Achieve Good Client Outcomes:
o To meet with fund managers and write up formal research notes and recommendations
o To attend internal, client and prospect meetings
• Working as a Team:
o To brief internal advisers
o To answer queries from advisers on economics and funds
o To supervise two/three junior members of the team
• Conduct:
o To actively promote the company’s values and behaviours to ensure good client outcomes and meet our conduct responsibilities
o To ensure technical knowledge is up to date and shared with the team as appropriate
o To maintain any CPD requirements for the role
o To ensure work produced complies with the regulatory and legal environment
Personal Specifications
• Knowledge and Qualifications:
o Graduate and working towards or have completed CFA or equivalent
o Experience and demonstrable success in investing
o Knowledge/qualifications in financial planning desirable
o Advanced user of Excel, Word, DataStream
• Skills and Attributes:
o Accurate and professional written style
o Ability to think independently and present a case with conviction
o Strong problem solving, decision-making and analytical skills
o Proactive approach to all job aspects
o Positive and enthusiastic attitude
o Excellent interpersonal, communication and managerial skills
o Professional and mature attitude

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