At a Glance
- Tasks: Conduct in-depth research and write investment reports to support decision-making.
- Company: Established asset management firm with a strong track record in the industry.
- Benefits: Competitive salary, opportunities for international travel, and a collaborative team environment.
- Why this job: Join a dynamic team and make impactful investment decisions in global markets.
- Qualifications: Graduate with relevant experience and CFA charterholder preferred.
- Other info: Equity-focused recruitment process ensuring fairness and equal opportunity.
The predicted salary is between 43200 - 72000 £ per year.
A privately held asset management firm is seeking to recruit an Investment Analyst to join its investment team based in London. The firm is a well-established and successful asset manager with a multi-decade track record of outperformance relative to industry benchmarks. Investment activities are conducted through its London office, and the firm manages assets on behalf of a broad institutional client base.
The Role
Our client is seeking an investment analyst who enjoys researching companies and has a strong interest in investing. The role is focused on fundamental, bottom-up equity research within a generalist, ex-US equity investment approach. Coverage will include publicly listed companies across international equity markets. The majority of time will be spent conducting research and writing detailed investment research reports to support investment decision-making. The role requires the ability to work independently while contributing effectively within a small investment team. The role requires full-time, five-days-per-week attendance at the firm’s London office. International travel will be required as part of the role.
Education and Experience
- Graduate with a good degree pass
- CFA charterholder (additional qualifications may be beneficial)
- Five to ten years’ experience working in financial markets, primarily as an investment analyst
- Essential, practical knowledge of financial accounting principles and financial accounts, gained through on-the-job experience (for example, within public accounting firms, financial services research groups, asset management firms, corporate roles or similar environments)
Skills and Attributes
- Strong numeracy, accuracy and attention to detail
- Strong written and verbal communication skills
- Ability to work independently and as part of a small team
- Multilingual abilities are preferred but not essential
- Knowledge of FactSet or similar research tools is helpful but not essential
Due to the volume of applications we receive, we may only be able to respond to those who meet the listed criteria. At our company, we prioritise equity throughout the recruitment process. We are committed to fairness and equal opportunity for all candidates. If there’s anything we can do to make the process more accessible to you, please don’t hesitate to let us know.
Investment Analyst (5+ years) employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst (5+ years)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know someone at the firm. A personal introduction can make all the difference in getting your foot in the door.
✨Tip Number 2
Do your homework! Research the firm’s recent investments and performance. This will not only help you in interviews but also show that you're genuinely interested in their work and culture.
✨Tip Number 3
Prepare for the interview by practising common investment analysis questions. Be ready to discuss your previous experiences and how they relate to the role. Confidence is key!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investment Analyst (5+ years)
Some tips for your application 🫡
Read the Job Description Thoroughly: Before you even start writing your application, make sure you’ve read the job description carefully. We want to see that you understand what we’re looking for, so tailor your application to highlight how your experience aligns with the role.
Showcase Your Research Skills: As an Investment Analyst, your ability to conduct thorough research is key. In your application, include examples of your past research projects or reports. This will help us see your analytical skills in action and how you approach investment decisions.
Be Clear and Concise: We appreciate clarity! When writing your application, keep it straightforward and to the point. Use bullet points where necessary to make your skills and experiences stand out. Remember, we’re looking for strong written communication skills!
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. Plus, it shows you’re serious about joining our team at StudySmarter.
How to prepare for a job interview at Leverton Search
✨Know Your Numbers
As an Investment Analyst, you'll need to demonstrate your strong numeracy skills. Brush up on financial accounting principles and be ready to discuss how you've applied them in previous roles. Prepare to explain your thought process behind investment decisions using real examples.
✨Research Like a Pro
Since the role focuses on fundamental, bottom-up equity research, make sure you come prepared with insights about companies you admire or have researched. Show your passion for investing by discussing recent market trends or specific sectors that interest you, and how they relate to the firm’s investment strategy.
✨Communicate Clearly
Strong written and verbal communication skills are essential. Practice articulating your thoughts clearly and concisely. You might be asked to present a brief investment thesis during the interview, so prepare a short report or presentation to showcase your analytical abilities.
✨Team Player with Independence
While the role requires independent work, being part of a small team is crucial. Be ready to discuss how you've successfully collaborated with others in past roles while also managing your own projects. Highlight any experiences where you balanced teamwork with individual accountability.