Junior Investment Analyst
Junior Investment Analyst

Junior Investment Analyst

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support investment management with data analysis and client materials preparation.
  • Company: Leading investment manager with over £200bn in assets under management.
  • Benefits: Competitive salary, professional development, and a dynamic work environment.
  • Why this job: Gain hands-on experience in investment strategies and analytics while making a real impact.
  • Qualifications: Degree in a quantitative field and strong Excel skills; Python knowledge is a plus.
  • Other info: Join a collaborative team and enjoy excellent career growth opportunities.

The predicted salary is between 36000 - 60000 £ per year.

We are currently looking for ambitious graduates to join one of the world's leading Investment Managers based in their London office. Currently managing over £200bn in AUM, this firm develops customised investment strategies that address unique objectives, requirements and tolerance for risk. They develop solutions by leveraging their risk management tools and utilising a highly disciplined investment process that relies on fundamental analysis.

Predominant role is working within Investment Solutions to support the Investment Management team in delivering asset–liability modelling (ALM), strategic asset allocation (SAA) analysis and risk analytics for funds. The role focuses on preparing and validating datasets, running and documenting model analyses using a software suite, producing high-quality client materials, and potentially assisting with RFP/RFI responses, demos and meetings. The analyst will learn about the investment process and use its proprietary software tools.

  • Investment Management Support
  • Assemble, clean and reconcile input datasets (assets, liabilities, constraints) for ALM/SAA studies; maintain auditable workflow.
  • Run model analyses under direction (scenario sets, sensitivity tests, stress runs) and produce clear exhibits (tables, charts) for clients.
  • Document assumptions, methodology and results; maintain project files, trackers and version-control hygiene.
  • Prepare portfolio- and benchmark-level risk/return summaries to support investment proposals and client reviews.
  • Contribute to timely delivery of analytics to support the investment team’s sales process and client discussions.
  • Technical & Modelling Support
  • Develop a strong understanding of the various asset classes and product lines that the firm manages and the services it provides.
  • Develop working proficiency with Conning’s modelling tools (e.g., economic scenario generation, portfolio analytics) and internal utilities.
  • Build light automation (Python/R/Excel VBA/SQL) for recurring data preparation and quality checks.
  • Contribute to periodic calibration/assumption reviews and maintain the assumptions library with proper documentation.

Requirements

  • Degree in a quantitative discipline (Actuarial Science, Finance, Economics, Mathematics, Statistics, Engineering, Computer Science, etc.).
  • Solid understanding of core capital markets concepts.
  • Hands-on skills in Excel (advanced), PowerPoint; working knowledge of Python (SQL desirable).
  • Clear written and verbal communication; ability to produce client-ready exhibits with strong attention to detail.
  • Team-oriented, organised and proactive; able to manage multiple tasks and deadlines.

Junior Investment Analyst employer: Citygrad

Join a prestigious investment management firm in London, where you will be part of a dynamic team dedicated to delivering innovative investment solutions. With a strong emphasis on employee development, this company offers comprehensive training and growth opportunities, fostering a collaborative work culture that values ambition and initiative. Enjoy the unique advantage of working in one of the world's financial hubs, surrounded by industry leaders and cutting-edge technology.
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Contact Detail:

Citygrad Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Junior Investment Analyst

✨Tip Number 1

Network like a pro! Reach out to alumni or professionals in the investment field. A friendly chat can lead to insider info about job openings and even referrals.

✨Tip Number 2

Prepare for interviews by practising common questions related to investment analysis. We recommend using mock interviews with friends or mentors to boost your confidence.

✨Tip Number 3

Showcase your skills! Create a portfolio of projects or analyses you've done, especially if you’ve used Python or Excel. This will impress potential employers and give them a taste of what you can do.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Junior Investment Analyst

Analytical Skills
Attention to Detail
Data Preparation
Asset-Liability Modelling (ALM)
Strategic Asset Allocation (SAA) Analysis
Risk Analytics
Excel (Advanced)
Python
SQL
Communication Skills
Project Management
Teamwork
Organisational Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Junior Investment Analyst role. Highlight relevant skills and experiences that align with the job description, especially your quantitative background and any hands-on experience with Excel or Python.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how your skills can contribute to our team. Be specific about your interest in asset-liability modelling and risk analytics.

Showcase Your Attention to Detail: Since the role requires producing high-quality client materials, make sure your application is free from typos and errors. This shows us you have the attention to detail we’re looking for!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Citygrad

✨Know Your Numbers

Brush up on your understanding of core capital markets concepts and be ready to discuss them. This role is all about data, so being able to talk confidently about asset classes and investment strategies will show that you're serious about the position.

✨Show Off Your Tech Skills

Make sure you’re familiar with Excel, Python, and any other relevant software mentioned in the job description. Prepare to discuss how you've used these tools in your studies or previous roles, and maybe even bring examples of your work to demonstrate your skills.

✨Prepare for Scenario Questions

Expect questions that test your analytical thinking and problem-solving abilities. Practice running through potential scenarios related to asset-liability modelling or strategic asset allocation, and think about how you would approach these challenges.

✨Communicate Clearly

Since the role involves producing client-ready materials, practice articulating your thoughts clearly and concisely. You might be asked to explain complex concepts, so being able to simplify your explanations will be key to impressing the interviewers.

Junior Investment Analyst
Citygrad

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