At a Glance
- Tasks: Monitor and develop Fixed Income and Alternatives funds while designing scalable investment strategies.
- Company: Leading wealth management firm with a high-performing investment team.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Why this job: Join a dynamic team and make impactful investment decisions in a fast-paced environment.
- Qualifications: Investment experience, strong research skills, and excellent communication abilities.
- Other info: Opportunity to work with sophisticated data analytics and improve investment processes.
The predicted salary is between 36000 - 60000 £ per year.
Our Client, a leading wealth management firm is looking to make an addition to their high performing Fixed Income and Alternatives Investment team. Within this role, you will be responsible for the ongoing monitoring and development of Fixed Income and Alternatives funds, while contributing to the design and implementation of robust, scalable investment strategies aligned with the firm\’s long-term objectives. The role would suit an individual with experience of deep and detailed manager / strategy research ability, together with exceptional communication and presentation skills.
Roles & Responsibilities
- Primary analytical (monitoring) responsibilities across Fixed income and Alternatives strategies on the company\’s investment platform.
- A strong understanding of all elements of investment manager / strategy research.
- Experience in designing complementary blends / packages of managers / strategies.
- Leading and coordinating research projects on investment managers and strategies.
- Assessing and managing the appropriate blend of strategies utilised within company\’s Fixed Income/Alternative building block.
- Contributing to the design of the investment processes that inform the investment decision making of the team and wider division.
- Building in depth knowledge of the external manager opportunity set, improving resilience and building contingency into the company\’s Fixed Income and Alternatives platform.
- Contributing to the design of scalable, responsible investment strategies that meet the firm\’s long-term objectives.
- Sophisticated use of data and analytics to produce the evidence to inform decision making.
- Driving improvement in systems and tools, including analytical capabilities and functional process.
- Supporting the Product Management team in crafting an external facing narrative around performance and IMA change for the company\’s Fixed Income and Alternatives funds.
Experience & Qualifications
- Front office investment experience and a history of making investment decision from research initiation to implementation and ownership.
- Strong technical knowledge of Fixed Income and Alternatives markets.
- Experience of deep and detailed manager / strategy research is preferred, although direct investing experience also considered.
- Expertise in blending and combining strategies and managers into well-balanced blends, ensuring risk are intended and manageable.
- A passion for investment research and a willingness to drive the investment research agenda of the team and business.
- Strong interpersonal, communication and presenting skills.
- Experience presenting complex topics to senior boards and committees.
- Degree qualified, or equivalent.
- Preferably attained CFA exams, or equivalent.
- Practical experience of analytical systems such as Aladdin / Bloomberg / Style Research / FactSet.
To apply for this role, please send your CV to
Ref: KC
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.
Senior Investment Analyst employer: Meredith Brown Associates
Contact Detail:
Meredith Brown Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for a Senior Investment Analyst role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of Fixed Income and Alternatives markets. Be ready to discuss your past experiences with manager research and strategy blending, as these are key areas they'll want to hear about.
✨Tip Number 3
Showcase your communication skills! Practice presenting complex investment topics clearly and confidently. This will not only help you in interviews but also demonstrate your ability to engage with senior boards and committees.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and stand out from the crowd. Plus, it shows you're serious about joining our team and contributing to our investment strategies.
We think you need these skills to ace Senior Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Investment Analyst role. Highlight your experience in Fixed Income and Alternatives, and don’t forget to showcase your analytical skills and any relevant projects you've led.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment research and how your background aligns with the firm's long-term objectives. Keep it concise but impactful!
Showcase Your Communication Skills: Since exceptional communication is key for this role, make sure your application reflects that. Use clear language and structure your documents well. If you have experience presenting to senior boards, mention it!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at Meredith Brown Associates
✨Know Your Numbers
As a Senior Investment Analyst, you'll need to demonstrate a strong grasp of Fixed Income and Alternatives markets. Brush up on key metrics, recent trends, and performance indicators relevant to these sectors. Being able to discuss specific data points will show your analytical prowess and understanding of the investment landscape.
✨Showcase Your Research Skills
Prepare to discuss your experience with manager and strategy research in detail. Bring examples of past projects where you led research initiatives or contributed to investment decisions. This will highlight your ability to assess and blend strategies effectively, which is crucial for this role.
✨Communicate Clearly
Exceptional communication skills are a must for this position. Practice explaining complex investment concepts in simple terms, as you may need to present to senior boards. Use clear, concise language and be ready to answer questions that test your ability to convey intricate ideas effectively.
✨Be Ready to Discuss Tools and Systems
Familiarise yourself with analytical systems like Aladdin, Bloomberg, or FactSet. Be prepared to discuss how you've used these tools in your previous roles to drive investment decisions or improve processes. Showing your technical knowledge will set you apart from other candidates.