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For Companies At a Glance
- Tasks: Research funds, analyse portfolios, and create investment reports to support clients.
- Company: Leading wealth management firm with a focus on innovation and collaboration.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Why this job: Join a dynamic team and make an impact in the financial markets.
- Qualifications: 2+ years in wealth or fund management with strong analytical skills.
- Other info: Great chance to develop your career in a supportive environment.
The predicted salary is between 28800 - 48000 £ per year.
This range is provided by fs talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Overview
We are seeking an ambitious Investment Analyst to join the Investment Team of a leading wealth management business. This is a broad role spanning fund research, portfolio support, investment communications, and adviser collaboration. It offers excellent development opportunities for someone with around 2+ years’ experience and a genuine passion for financial markets.
Base pay range
Direct message the job poster from fs talent
Responsibilities
- Research and monitor funds and investment managers across asset classes.
- Provide analysis and modelling to support portfolio construction and asset allocation.
- Prepare investment reports, proposals, presentations, and adviser materials.
- Draft client-facing content, including market updates and investment commentary.
- Liaise with advisers to support client queries and present research findings.
- Contribute to projects such as new platforms, processes, and adviser tools.
- Maintain and utilise investment systems (e.g., Morningstar/FE) for reporting and analysis.
What We’re Looking For
- 2+ years’ experience in wealth or fund management.
- Strong analytical and numerical skills, including Excel/financial modelling.
- Excellent written and verbal communication skills.
- A collaborative team player with initiative, curiosity, and a strong work ethic.
- Confidence presenting to colleagues and clients.
- Familiarity with fund selection, portfolio management systems, or content creation would be an advantage.
- Progress towards IMC or CFA is welcomed but not essential.
Requirements
- 2+ years’ experience in wealth or fund management.
- Strong analytical and numerical skills, including Excel/financial modelling.
- Excellent written and verbal communication skills.
- A collaborative team player with initiative, curiosity, and a strong work ethic.
- Confidence presenting to colleagues and clients.
- Familiarity with fund selection, portfolio management systems, or content creation would be an advantage.
- Progress towards IMC or CFA is welcomed but not essential.
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Investment Analyst employer: fs talent
Contact Detail:
fs talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for informational interviews. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by brushing up on your financial knowledge and current market trends. We recommend practising common interview questions and even doing mock interviews with friends or mentors to build your confidence.
✨Tip Number 3
Showcase your analytical skills! Bring along examples of your previous work, like reports or presentations, to demonstrate your expertise. We want to see how you think and approach problems, so make sure you highlight your best work.
✨Tip Number 4
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 connect directly with us.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Show Your Passion for Financial Markets: When writing your application, let your enthusiasm for financial markets shine through. We want to see that you’re not just ticking boxes but genuinely excited about the role and the industry.
Tailor Your Content: Make sure to customise your application to highlight your relevant experience in wealth or fund management. We love seeing how your skills align with what we’re looking for, so don’t hold back!
Be Clear and Concise: In your written application, clarity is key. Use straightforward language and structure your thoughts logically. We appreciate a well-organised application that’s easy to read and understand.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at fs talent
✨Know Your Numbers
As an Investment Analyst, you'll need to showcase your strong analytical and numerical skills. Brush up on financial modelling and Excel techniques before the interview. Be ready to discuss specific examples of how you've used these skills in previous roles.
✨Research the Company
Dive deep into the wealth management business you're interviewing with. Understand their investment philosophy, recent market activities, and any unique tools or platforms they use. This will not only help you answer questions but also show your genuine interest in the role.
✨Prepare Client-Facing Content
Since the role involves drafting client-facing materials, practice presenting your research findings clearly and concisely. Prepare a mock investment report or presentation to demonstrate your ability to communicate complex information effectively.
✨Show Your Collaborative Spirit
Highlight your experience working in teams and collaborating with advisers. Share specific instances where your initiative and curiosity led to successful outcomes. This will resonate well, as the company values a collaborative team player.
