At a Glance
- Tasks: Analyse investments and support decision-making in a dynamic, multi-asset team.
- Company: Join Credo, a leading independent wealth management firm with a focus on client relationships.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Inclusive hiring process; apply early to secure your chance!
- Why this job: Kickstart your career in finance with hands-on experience and impactful projects.
- Qualifications: Degree in finance, economics, or a related field; analytical skills are a must.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a motivated Investment Analyst to join our multi-asset team, which evaluates and allocates to external investment managers. Our team follows an evidence-based research process with a strong emphasis on systematic implementation and analytical rigour. This role offers an excellent entry point for a recent graduate or early-career professional looking to build expertise in manager research and multi-asset investing.
Skills & Requirements
- A degree in a quantitative or analytical field such as finance, economics, mathematics, or engineering.
- Strong analytical ability and comfort working with data and statistical concepts.
- Clear, structured writing skills and the ability to present in a professional manner.
- High attention to detail, intellectual curiosity, and a willingness to challenge assumptions.
- Ability to work independently and as part of a team.
- Proficiency in Excel; experience with Python, or similar analytical tools is advantageous.
- Familiarity with FactSet.
- 1 to 2 years of relevant experience, though strong graduates will be considered.
Key Responsibilities:
- Support the evaluation and ongoing monitoring of external managers across traditional and alternative asset classes.
- Analyse performance, portfolio characteristics, risk exposures, and the drivers of manager returns.
- Contribute to an evidence-based selection process by gathering, cleaning, and interpreting data.
- Prepare clear written research notes, recommendations, and presentations for investment committees and internal stakeholders.
- Assist with improving the research process, including the development of analytical tools used for investment analysis and monitoring.
- Providing ad-hoc assistance to relationship managers and members of the investment team.
Application process
Please complete the multiple-choice questionnaire and upload your CV. This advert will remain open until the vacancy has been filled, we encourage you to apply early to avoid disappointment. Shortlisted candidates may be invited to answer few questions via video recording before the final interview stage. We are committed to an inclusive hiring process and welcome applicants from all backgrounds. If you need any reasonable adjustments at any stage, please tell us.
Please Note
The existing working arrangements allow employees to work from home and attend at the office at least 1 day per week; in principle, the employee needs to be ready for a full-time return to office, if required. Candidates must be based, and eligible to work in the UK by the start of their employment.
About Credo & the Anchor Group
Credo is an independent wealth management business that has been in existence since 1998 with offices in the United Kingdom and South Africa. Credo provides clients with personal service in relation to their offshore wealth, focuses on long-term success and builds relationships based on trust. Credo is proud of its independence and ability to create successful partnerships by doing business in a way that best suits its clients. Anchor is an entrepreneurial wealth and asset management firm that emphasizes adaptability in a changing market. They provide a broad range of investment solutions to individuals and institutions. Their offerings include wealth management, investment management, and bespoke solutions tailored to individual client needs. Anchor recently announced a merger with Credo, which will create a combined entity enhancing their global investment capabilities.
Investment Analyst in London employer: CREDO
Credo & the Anchor Group is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of London. With a strong commitment to employee growth, the company provides ample opportunities for professional development, particularly for early-career professionals looking to deepen their expertise in investment analysis. The hybrid working model allows for flexibility while being part of a supportive team that values analytical rigor and evidence-based decision-making.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment field on LinkedIn or at industry events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions and showcasing your analytical skills. Use real-world examples from your studies or previous experiences to demonstrate your expertise.
✨Tip Number 3
Don’t forget to tailor your approach! Research the company and its values, and align your answers to show how you fit into their culture and goals. It’s all about making that connection!
✨Tip Number 4
Apply through our website for a smoother process! We love seeing candidates who take the initiative. Plus, it gives you a chance to showcase your enthusiasm right from the start.
We think you need these skills to ace Investment Analyst in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Analyst role. Highlight your analytical skills, relevant experience, and any coursework that aligns with finance or economics. We want to see how you fit into our multi-asset team!
Show Off Your Writing Skills:Since clear and structured writing is key for this role, take the time to craft a well-organised cover letter. Use it to showcase your ability to present information professionally, just like you would in your research notes.
Be Data Savvy:Demonstrate your comfort with data and statistical concepts in your application. Mention any experience with Excel, Python, or similar tools, as we love candidates who can dive into data analysis with confidence!
Apply Early!:Don’t wait until the last minute to submit your application. We encourage you to apply early through our website to avoid disappointment. The sooner we see your application, the better!
How to prepare for a job interview at CREDO
✨Know Your Numbers
As an Investment Analyst, you'll be working with data and statistics, so brush up on your analytical skills. Familiarise yourself with key financial metrics and be ready to discuss how you would evaluate investment managers based on performance and risk exposures.
✨Showcase Your Writing Skills
You'll need to prepare clear research notes and presentations, so practice articulating your thoughts in a structured manner. Consider bringing a sample of your written work or preparing a brief analysis to demonstrate your ability to communicate complex ideas effectively.
✨Be Curious and Challenge Assumptions
Demonstrate your intellectual curiosity by asking insightful questions during the interview. Show that you're not afraid to challenge the status quo and can think critically about investment strategies and market trends.
✨Familiarise Yourself with Tools
Since proficiency in Excel and familiarity with tools like FactSet are important, make sure you can discuss your experience with these platforms. If you have any knowledge of Python or similar analytical tools, highlight that as well—it could set you apart from other candidates!
