At a Glance
- Tasks: Shape the future of retail investments and enhance portfolio construction methodologies.
- Company: Leading investment firm with a focus on innovation and client outcomes.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Mentorship opportunities and a culture of continuous improvement await you.
- Why this job: Make a real impact in the investment world while collaborating with top professionals.
- Qualifications: Experience in asset management or investment consulting with strong analytical skills.
The predicted salary is between 59576 - 70089 £ per year.
Senior Investment Analyst – Retail Investments London, Hybri Job Summary A strategic investment role focused on shaping the future direction of a leading retail investment proposition.
The successful candidate will provide expertise across investment methodology, portfolio construction frameworks, fund proposition development and retail investment strategy.
Working closely with investment, product and distribution teams, they will help define how investment decisions are made across the platform, ensuring approaches remain scalable, evidence-based and aligned to client outcomes.
Key Responsibilities Define and enhance the methodologies that underpin portfolio construction, investment recommendations and managed investment solutions.
Develop structured frameworks for investment decision-making, fund governance, prioritisation and proposition development.
Influence the evolution of the retail investment proposition, including fund ranges, managed solutions and cash/liquidity offerings.
Partner with investment, product and commercial teams to assess opportunities, evaluate proposition changes and support strategic decision‑making.
Contribute to fund launches, proposition enhancements and broader investment initiatives, ensuring robust investment rationale and governance.
Produce market and competitor analysis to inform investment strategy, proposition development and future roadmap planning.
Act as a subject matter expert on investment products, portfolio construction and retail investor outcomes.
Develop internal investment content and educational materials to improve understanding of investment products, market developments and portfolio solutions across stakeholder groups.
Support the creation of client‑facing investment education and thought leadership, translating complex investment concepts into clear and accessible messaging.
Influence senior stakeholders through structured analysis, clear communication and evidence‑based recommendations.
Mentor junior team members and contribute to a culture of continuous improvement and intellectual curiosity.
Preferred Experience Experience within asset management, wealth management, investment research, investment consulting, advisory or investment platform environments.
Strong understanding of portfolio construction, fund selection, investment products and retail investment propositions.
Experience designing, enhancing or applying investment methodologies and analytical frameworks.
Knowledge of managed investment solutions, model portfolios and customer investment journeys.
Experience influencing investment proposition development, fund roadmaps or product strategy.
Strong analytical and problem‑solving skills with the ability to simplify complex investment concepts.
Excellent stakeholder management and communication skills, with experience engaging senior decision‑makers.
Ability to produce investment commentary, market insights and educational content for internal and external audiences. #J-18808-Ljbffr
