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- Tasks: Analyse portfolios and assist in investment management 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 professionals in the field.
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 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 specific tools mentioned in the job description, such as FE Analytics, Factset, and Bloomberg. Having hands-on experience or even completing online tutorials on these platforms can give you a significant edge during interviews.
✨Tip Number 2
Network with professionals already working in wealth management or investment analysis. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Stay updated on current market trends and recent developments in investment strategies. Being able to discuss these topics intelligently during your interview will demonstrate your passion and knowledge in the field.
✨Tip Number 4
Prepare to showcase your analytical skills through practical examples. Think of specific instances where you've successfully used financial modelling techniques or contributed to portfolio management, as this will help you stand out during discussions.
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 your qualifications, especially your CISI/CFA Level 4 certification. Emphasise your previous experience in investment analysis or portfolio management within a wealth management firm.
Showcase Relevant Skills: In your application, clearly demonstrate your analytical and quantitative skills. Mention your proficiency in financial modelling techniques and software like FE Analytics, Factset, BlackRock 360, and Bloomberg.
Craft a Strong Cover Letter: Write a compelling cover letter that outlines your passion for investment analysis and your understanding of the role. Include specific examples of how you've contributed to portfolio management and operations in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Ensure that all information is accurate and that your documents are well-organised 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 analysis. Brush up on key concepts and be ready to explain your thought process when analysing performance or making investment recommendations. This will show that you have a solid understanding of the industry.
✨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 critical tasks.
✨Engage in Active Listening
During the interview, practice active listening. This means not only hearing the questions but also understanding the underlying concerns. Respond thoughtfully and ask clarifying questions if needed. This will show that you are engaged and genuinely interested in the role and the company.
