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- Tasks: Lead investment processes, monitor portfolios, and conduct deep-dive analytics.
- Company: Dynamic investment management firm offering a fully remote role.
- Benefits: Competitive salary of £50,000 plus a generous package.
- Why this job: Join a senior role and make a real impact in investment management.
- Qualifications: 3-5 years in investment analysis or portfolio management required.
- Other info: Opportunity for career growth in a collaborative environment.
The predicted salary is between 42000 - 58000 £ per year.
Are you an ambitious Investment professional with 3-5 years in investment analysis or portfolio management? Do you thrive in a dynamic environment, own your work and are you ready to step up as a senior member of the investment desk? As a Senior Investment Analyst, you will help lead the end-to-end investment process – from monitoring and rebalancing portfolios to conducting deep-dive analytics and ensuring high-quality data across all systems. You’ll contribute directly to portfolio implementation, client reporting, and process improvement, acting as a trusted resource for internal teams and clients.
The role:
- Portfolio Management & Oversight
- Monitor portfolios for drift, breaches, and risk-limit issues - proactively escalating where needed
- Analyse performance drivers, asset allocation, and portfolio suitability
- Support the Deputy CIO in the oversight of complex or bespoke portfolios
- Trade Execution & Portfolio Implementation
- Prepare, validate, and implement rebalancing instructions across custodians and platforms
- Execute underlying fund or security changes in line with model updates and client requirements
- Oversee operational elements of portfolio transitions
- Investment Analysis & Reporting
- Produce client reports, performance summaries, proposals, and due-diligence materials
- Support RFP processes and business development activities
- Conduct portfolio analytics, attribution, and data-driven investment insights
- Data, Systems & Process Excellence
- Ensure accuracy of investment data across internal and external systems
- Contribute to automation and workflow enhancements using Excel, Power Query, Python, SQL or APIs
- Assist in governance reviews, product assessments and breach remediation
- Internal & Client Stakeholder Support
- Act as a knowledgeable contact point for Client Managers on all portfolio activity.
- Maintain clear communication with internal stakeholders on changes, risks, and issues.
- Represent the investment desk when deputising for senior team members.
Requirements:
- 3–5 years’ experience in investment analysis or portfolio management
- Strong background in multi-asset portfolios, ETFs, and index-based strategies
- Experience in trade execution, portfolio rebalancing and suitability assessment
- Comfortable working with large datasets and managing investment reporting workflows
- Level 4 investment qualification (e.g., CISI, IMC) and relevant FCA approvals
- Advanced Excel, plus experience in Python, SQL, Power Query or APIs (advantageous)
- Strong skills in Bloomberg and FE Analytics
- Working knowledge of PMS systems, platforms, and risk tools
- Excellent written and verbal communication skills
- Leadership mindset - supporting mentoring and driving the team forward
- Outstanding attention to detail and numerical precision
- Ambitious, proactive, and solutions-focused
- Highly organised, self-motivated, and able to work to tight deadlines
- Team-oriented with strong communication and collaboration skills
Analyst, Investment Management employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst, Investment Management
✨Network Like a Pro
Get out there and connect with people in the investment management field! Attend industry events, webinars, or even local meetups. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back on showcasing your analytical skills and experience with multi-asset portfolios. We want to see how you can contribute to their team, so be ready to discuss specific examples of your past work!
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their investment strategies, and think about how your background fits in. We recommend preparing some insightful questions to ask them too – it shows you’re genuinely interested and engaged.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to reach out directly.
We think you need these skills to ace Analyst, Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Analyst role. Highlight your experience in investment analysis and portfolio management, and don’t forget to showcase your skills in data handling and reporting. We want to see how you can contribute to our dynamic environment!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past achievements in investment analysis and how they relate to what we do at StudySmarter.
Showcase Your Technical Skills: Since we value technical expertise, make sure to mention your proficiency in Excel, Python, SQL, or any other relevant tools. If you've automated processes or improved workflows, let us know how you did it!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Aldrich & Company Limited
✨Know Your Numbers
As an Analyst in Investment Management, you'll need to be comfortable with data. Brush up on your knowledge of multi-asset portfolios, ETFs, and index-based strategies. Be ready to discuss specific examples from your experience where you've successfully managed or analysed these types of investments.
✨Showcase Your Technical Skills
Make sure you highlight your proficiency in Excel, Python, SQL, and any other relevant tools. Prepare to discuss how you've used these skills in past roles, especially in automating processes or enhancing workflows. This will demonstrate your ability to contribute to process excellence right from the start.
✨Communicate Clearly
Strong communication skills are key for this role. Practice explaining complex investment concepts in simple terms, as you'll need to communicate effectively with both internal teams and clients. Consider preparing a few scenarios where you've had to present data-driven insights or reports.
✨Demonstrate Leadership Potential
Even if you're not in a formal leadership role, show that you have a leadership mindset. Think of examples where you've mentored others or taken initiative to drive projects forward. This will help convey your ambition and proactive approach, which are essential for stepping up as a senior member of the investment desk.
