Analyst - Wealth Management
Analyst - Wealth Management

Analyst - Wealth Management

London Temporary 60000 - 84000 £ / year (est.) No home office possible
F

At a Glance

  • Tasks: Join our private capital team to support deal processes and conduct in-depth financial analysis.
  • Company: A leading wealth management firm based in London, specializing in private capital.
  • Benefits: Enjoy a competitive day rate and hybrid work options for flexibility.
  • Why this job: Gain hands-on experience in investment banking while collaborating with top professionals in the field.
  • Qualifications: 1-3 years of investment banking experience and expertise in financial modeling required.
  • Other info: This is a temporary role lasting 4-5 months, starting ASAP.

The predicted salary is between 60000 - 84000 £ per year.

Our client is a wealth management firm headquartered in London looking for an Analyst to join their private capital team.

The successful Analyst will support the running of the a deal process, and provide the operational muscle to see the deal through end-to-end.

Responsibilities include:

  • Model various scenarios and stress-test for changes in interest rates or economic conditions
  • Collaborate with legal, accounting, and tax advisors to perform due diligence
  • Conduct in-depth research on current credit markets, pricing trends, and availability of debt financing
  • Analyse the sector, comparable transactions, and market appetite for the deal

You will have:

  • 1-3 years\’ experience within investment banking
  • Expertise in building detailed financial models
  • Deep understanding of leveraged financial models

Details:

  • Start date: ASAP
  • Duration: 4-5 months
  • Day rate: £500-£700 LTD dependent on experience
  • Location: London/Hybrid

Analyst - Wealth Management employer: FRESHMINDS

Our client is an exceptional employer, offering a dynamic work environment in the heart of London that fosters collaboration and innovation. With a strong focus on employee growth, the firm provides ample opportunities for professional development and mentorship within the wealth management sector. The hybrid work model ensures a healthy work-life balance, while competitive compensation reflects the value placed on each team member's contributions.
F

Contact Detail:

FRESHMINDS Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Analyst - Wealth Management

✨Tip Number 1

Make sure to brush up on your financial modeling skills. Since the role requires expertise in building detailed financial models, being able to demonstrate your proficiency in this area during the interview will set you apart from other candidates.

✨Tip Number 2

Familiarize yourself with current credit markets and pricing trends. Being knowledgeable about these topics will not only help you in the interview but also show that you're proactive and genuinely interested in the wealth management sector.

✨Tip Number 3

Network with professionals in the investment banking and wealth management fields. Engaging with industry contacts can provide valuable insights and potentially lead to referrals, which can significantly enhance your chances of landing the job.

✨Tip Number 4

Prepare for scenario-based questions during the interview. Given the role's focus on modeling various scenarios and stress-testing, being ready to discuss how you would approach different economic conditions will demonstrate your analytical thinking and problem-solving skills.

We think you need these skills to ace Analyst - Wealth Management

Financial Modeling
Due Diligence
Market Research
Credit Analysis
Analytical Skills
Attention to Detail
Collaboration Skills
Understanding of Economic Conditions
Stress Testing
Investment Banking Knowledge
Knowledge of Debt Financing
Sector Analysis
Communication Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in investment banking and financial modeling. Use specific examples that demonstrate your expertise in building detailed financial models and your understanding of leveraged financial models.

Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience with deal processes and your ability to collaborate with various advisors. Be sure to connect your skills to the responsibilities outlined in the job description.

Showcase Analytical Skills: Provide examples in your application that showcase your analytical skills, particularly in conducting in-depth research on credit markets and pricing trends. Highlight any relevant projects or experiences where you successfully analyzed market conditions.

Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors or typos, as attention to detail is crucial in the finance industry. A polished application reflects your professionalism.

How to prepare for a job interview at FRESHMINDS

✨Showcase Your Financial Modeling Skills

Be prepared to discuss your experience with building detailed financial models. Bring examples of past projects where you successfully created models that influenced decision-making.

✨Demonstrate Market Knowledge

Research current credit markets, pricing trends, and debt financing availability. Be ready to discuss how these factors could impact the deals you'll be working on.

✨Highlight Collaborative Experience

Since the role involves working with legal, accounting, and tax advisors, share specific examples of how you've successfully collaborated with different teams in previous roles.

✨Prepare for Scenario Analysis

Expect questions about how you would model various scenarios and stress-test for changes in interest rates or economic conditions. Practice articulating your thought process and methodologies.

Analyst - Wealth Management
FRESHMINDS
F
  • Analyst - Wealth Management

    London
    Temporary
    60000 - 84000 £ / year (est.)

    Application deadline: 2027-02-01

  • F

    FRESHMINDS

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>