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- Tasks: Analyse portfolios and assist in investment management tasks using top financial tools.
- Company: Join a leading national wealth management firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and a comprehensive benefits package.
- Why this job: Gain hands-on experience in investment analysis and contribute to impactful financial decisions.
- Qualifications: Must be CISI/CFA Level 4 qualified with prior investment analysis experience.
- Other info: Opportunity for growth and collaboration with experienced investment professionals.
The predicted salary is between 39000 - 65000 £ per year.
A well-known national wealth management firm is looking for an Investment Analyst to take responsibility for a range of tasks related to portfolio management and operations.
Using FE Analytics, Factset, BlackRock 360 and Bloomberg to provide analysis for all meetings and holdings on the PCD Collectives List. Meetings include:
- Model Portfolio Service Collectives & Model Portfolio Service Direct
- IHT Portfolio Service
- UK Equity & Overseas Equity Strategy
Prepare commentary on performance using the contribution analysis on holdings in model propositions, and present in the meetings any findings.
Assisting Senior Investment Analyst in checking monthly updates, quarterly factsheets and client meeting agendas.
Pro-actively attending fund/external investment meetings and present any findings in internal meetings.
Updating quarterly pitch decks in collaboration with Senior Investment Analyst and Investment Oversight Committee.
Assisting Investment Managers with inputting trades into the internal system.
Drafting Client Suitability Reviews and Investment Mandate letters.
Preparing and checking Cost Disclosures (Ex-Antes).
Producing Portfolio Review Service documents on an ad-hoc basis.
Drafting and updating investment rationales.
Qualifications & Experience
YOU ABSOLUTELY MUST BE CISI/CFA LEVEL 4 QUALIFIED AS A MINIMUM.
Previous UK experience in investment analysis or portfolio management, within a wealth management firm is essential.
Analytical and quantitative skills, with proficiency in financial modeling techniques.
Excellent attention to detail and organisational skills.
Proficiency in Microsoft Excel and other relevant software as outlined above.
For an initial conversation please email chris.smith@heatuk.com or respond directly from this posting.
Investment Analyst/Senior Investment Analyst employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst/Senior Investment Analyst
✨Tip Number 1
Familiarise yourself with the tools mentioned in the job description, such as FE Analytics, Factset, BlackRock 360, and Bloomberg. Having hands-on experience or at least a solid understanding of these platforms will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work as Investment Analysts. Attend industry events or webinars to make connections and gain insights into the role, which can be invaluable when discussing your fit for the position.
✨Tip Number 3
Stay updated on current market trends and investment strategies relevant to UK equities and overseas equities. Being able to discuss recent developments and their implications during your interview will demonstrate your passion and knowledge in the field.
✨Tip Number 4
Prepare to showcase your analytical skills by being ready to discuss specific examples of how you've used financial modelling techniques in past roles. This will help illustrate your qualifications and experience effectively during the interview process.
We think you need these skills to ace Investment Analyst/Senior Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment analysis and portfolio management. Emphasise your qualifications, especially your CISI/CFA Level 4 certification, and any specific software proficiencies like FE Analytics or Bloomberg.
Craft a Strong Cover Letter: Write a cover letter that showcases your analytical skills and attention to detail. Mention specific experiences where you've successfully contributed to portfolio management or analysis, and express your enthusiasm for the role at the wealth management firm.
Highlight Relevant Skills: In your application, clearly outline your quantitative skills and proficiency in financial modelling techniques. Provide examples of how you've used these skills in previous roles, particularly in relation to the tasks mentioned in the job description.
Proofread Your Application: Before submitting, thoroughly proofread your application for any errors or inconsistencies. Attention to detail is crucial in this field, so ensure your documents are polished and professional.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Analytical Skills
As an Investment Analyst, your analytical and quantitative skills are crucial. Be prepared to discuss specific examples of how you've used financial modelling techniques in previous roles. Highlight any experience with tools like FE Analytics or Bloomberg, as this will demonstrate your familiarity with the software they use.
✨Prepare for Technical Questions
Expect technical questions related to portfolio management and investment strategies. Brush up on key concepts and be ready to explain your thought process when analysing investments. This will show that you not only understand the theory but can also apply it practically.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be sure to highlight your attention to detail. You might want to share examples of how you've ensured precision in your work, such as checking monthly updates or preparing client suitability reviews. This will reassure them of your capability to handle sensitive information.
✨Engage in Active Listening
During the interview, practice active listening. This means not just hearing the questions but understanding them fully before responding. It’s a great way to show your communication skills and that you value the interviewer's input, which is essential in collaborative environments like wealth management.
