Job: Investment Analyst

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Title Investment Analyst
Salary Competitive Package
Location London
Job Information

Role
• 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.
Responsibilities
• 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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