Investment Analyst (FTC)

Join to apply for the Investment Analyst (FTC) role at Stonehage Fleming

Join to apply for the Investment Analyst (FTC) role at Stonehage Fleming

OVERVIEW OF ROLE

The purpose of the Investment Analyst role is to support in key aspects relating to multi-asset portfolio management, investment strategy and fund research. Reporting to the Head of Multi-Asset Portfolio Solutions, the role will be integral in the day-to-day implementation of investment processes and delivery of investment strategy outcomes. Offering broad exposure to investment research, strategy and portfolio management, the role represents a strong opportunity to further a career in the investment management industry.

Description

OVERVIEW OF ROLE

The purpose of the Investment Analyst role is to support in key aspects relating to multi-asset portfolio management, investment strategy and fund research. Reporting to the Head of Multi-Asset Portfolio Solutions, the role will be integral in the day-to-day implementation of investment processes and delivery of investment strategy outcomes. Offering broad exposure to investment research, strategy and portfolio management, the role represents a strong opportunity to further a career in the investment management industry.

Key Responsibilities

MAIN DUTIES

• Work directly with Portfolio Manager and other investment team members in idea generation, portfolio construction and implementation
• Monitor market and macro developments, participating in discussions on implications for portfolio strategy
• Deliver high quality and timely collateral, including multi-asset fund reporting, monthly commentaries and presentation slides, supporting Client Management Team to articulate market drivers, strategy and performance
• Prepare high quality materials for Investment Committee meetings and other internal forums as required
• Gain a strong understanding of third-party active managers and strategies, offering opinion and critique
• Assist in the portfolio management of multi-asset funds, monitoring cash flow and positioning on a daily basis, instructing trades where appropriate
• Work closely with colleagues in Risk and Performance, Operations and Client Management, building strong working relationships and delivering required tasks as part of ongoing projects
• Adhere to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay

Qualifications And Experience

• Educated to degree level
• 1-2 years experience in wealth management or asset management role preferred but not essential

Skills And Competencies

• Excellent numerical skills
• Advanced skills in Excel
• Immediate to advanced level in all other Microsoft Office applications
• Excellent communication skills (written and verbal)
• Excellent organisational skills
• Methodical and meticulous – very strong attention to detail
• Committed to delivery, proactive and hardworking
• Ability to work under pressure
• Enthusiasm for investment markets and macro-economic developments

Education Level Degree or Equivalent

Experience Level Mid Level

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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