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For Companies At a Glance
- Tasks: Join a dynamic team to analyse client portfolios and suggest investment strategies.
- Company: Be part of a cutting-edge FinTech firm revolutionising private wealth management in London.
- Benefits: Enjoy a progressive culture, career growth opportunities, and a collaborative work environment.
- Why this job: Experience a high-performance yet low-ego atmosphere while making a real impact in finance.
- Qualifications: Ideal candidates have 1-5 years in financial modelling and a passion for learning.
- Other info: Open to those from various financial backgrounds, including investment banking and asset management.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent years and already grown assets significantly over a sustained period.
They are looking to hire a portfolio analyst/financial planners who can take on broad roles and plenty of responsibility. Their culture is progressive, collegiate and is best described as high performance but low ego. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach.
In the last couple of years this firm have grown their client and asset base and are looking to continue to grow their team as a result. Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated UHNW and HNW investors.
Anyone who can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good fits. We have also placed people into the team coming from Multi-Asset teams from institutional asset managers, as well as investment banking.
Key responsibilities include:
- Assisting in preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail, and drive development of automated reporting system.
- Conduct financial planning analysis for client portfolios and suggest investment actions that will best align the client’s portfolio with its objectives.
- Producing analyses for multi-asset class client portfolios, covering key exposures, including market betas, liquidity, currency, and geography.
Requirements:
- Strong academic background
- ~1-5 years’ experience in a role that includes financial modelling
- ~ Exposure to Wealth Management e.g., financial planning for private clients is advantageous but not essential
- ~ Strong understanding (or interest in) of the private banking and asset management market
- ~ Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
- ~ Understanding of portfolio construction and asset allocation
- ~ Applied knowledge of financial theories and investment solutions.
Investment & Asset Management Analyst employer: Undisclosed
Contact Detail:
Undisclosed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment & Asset Management Analyst
✨Tip Number 1
Network with professionals in the FinTech and asset management sectors. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends in financial technology and investment strategies. Follow relevant blogs, podcasts, and news outlets to demonstrate your knowledge during interviews. Showing that you're informed about the industry will set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with financial modelling in detail. Be ready to explain specific projects you've worked on, the tools you used, and the outcomes. This will showcase your practical skills and understanding of the role's requirements.
✨Tip Number 4
Demonstrate your inquisitive nature by preparing thoughtful questions about the company and its approach to client portfolios. This shows your genuine interest in the role and helps you assess if the company's culture aligns with your values.
We think you need these skills to ace Investment & Asset Management Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial modelling and any roles related to wealth management. Use specific examples that demonstrate your skills in portfolio analysis and client communication.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the FinTech industry and the specific role. Mention how your background aligns with the company's innovative approach and culture. Be sure to include your inquisitive nature and desire to learn.
Showcase Relevant Skills: Emphasise your understanding of portfolio construction and asset allocation in your application. Highlight any experience you have with multi-asset class portfolios and your ability to conduct financial planning analysis.
Research the Company: Familiarise yourself with the firm's values and recent developments in the FinTech space. This will help you tailor your application and prepare for potential interview questions about their approach to private wealth management.
How to prepare for a job interview at Undisclosed
✨Showcase Your Financial Modelling Skills
Be prepared to discuss your experience with financial modelling in detail. Bring examples of past projects where you applied these skills, and be ready to explain your thought process and the outcomes.
✨Demonstrate Your Understanding of the Market
Research the private banking and asset management market thoroughly. Be ready to discuss current trends, challenges, and how they might impact the firm’s clients. This shows your genuine interest and proactive approach.
✨Emphasise Your Communication Skills
Since the role is client-facing, highlight your ability to communicate complex financial concepts clearly. Prepare examples of how you've successfully communicated with clients or stakeholders in the past.
✨Exhibit Your Inquisitive Nature
The firm values candidates who are eager to learn and grow. Prepare thoughtful questions about the company’s culture, growth plans, and the technologies they use. This will demonstrate your enthusiasm for the role and the industry.
