At a Glance
- Tasks: Conduct investment research and support sustainable investing strategies.
- Company: Join Schroders, a leading global investment manager with a rich history.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace committed to your personal and professional development.
- Why this job: Make a real impact in wealth management while learning from industry experts.
- Qualifications: Degree educated with strong analytical skills and a passion for finance.
The predicted salary is between 54000 - 66000 £ per year.
- Who we’re looking for : Investment Analyst, Wealth Management
- About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities.
We are the wealth management business of the FTSE-listed global investment manager Schroders.
We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
About Schroders, our parent company
We’re a global investment manager.
We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents.
And we’ve been around for over 200 years, but keep adapting as society and technology changes.
What doesn’t change is our commitment to helping our clients, and society, prosper.
The base
We have been in 1 LWP since 2018. We’re close to our clients, in the heart of the UK’s financial centre. And we have everything we need to work flexibly.
The team
We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country.
We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services.
We draw on the resources of the Schroders group, as well as having our own in house investment team.
We're open to flexible working, so we can all balance our personal and professional commitments.
Key Responsibilities
- Investment Research & Strategy
- Support the development and implementation of Wealth Management's investment strategy.
- Conduct research and analysis across asset classes, market developments and investment themes.
- Assist in producing and maintaining clearly articulated investment views.
- Contribute to investment selection, due diligence and monitoring activities.
- Support the assessment of economic and market trends and their implications for portfolios.
- Sustainable Investing
- Support the integration of Environmental, Social and Governance (ESG) considerations within the investment process.
- Assist in evaluating sustainable investment opportunities and associated risks.
- Contribute to sustainable investment research, reporting and thematic analysis.
- Maintain awareness of regulatory and industry developments impacting sustainable investing.
- Stakeholder Engagement & Communication
- Build and maintain relationships with external fund managers, research providers and industry contacts.
- Collaborate with investment experts across Schroders to leverage the Group's specialist knowledge.
- Present investment research and recommendations to Portfolio Managers and internal investment forums.
- Support the communication of investment views and strategy across the Wealth Management business.
- Team Contribution
- Work collaboratively with colleagues across Investments, Portfolio Management and Wealth Management.
- Contribute to continuous improvement initiatives and process efficiencies.
- Support strategic projects and ad hoc research assignments as required.
- Knowledge, Skills & Experience
Essential
- Degree educated or equivalent.
- Strong analytical and research capabilities.
- Excellent written and verbal communication skills.
- Advanced Microsoft Office skills, particularly Excel and Power Point.
- Demonstrable interest in financial markets, investment management and sustainable investing.
- Strong attention to detail and organisational skills.
Desirable
- Experience using investment research platforms such as Refinitiv, Lipper or similar.
- Familiarity with AI-enabled research and productivity tools.
- Progress towards or attainment of investment qualifications such as IMC, CFA or CAIA.
- Prior experience within investment management, wealth management or investment research.
- Personal Attributes
The successful candidate will demonstrate
- A genuine passion for investment management and financial markets.
- Intellectual curiosity and a desire to continuously learn.
- Strong analytical thinking and problem-solving skills.
- A proactive and solutions-focused mindset.
- High standards of accuracy and attention to detail.
- Strong interpersonal and relationship-building skills.
- The ability to work effectively both independently and as part of a team.
- Integrity, professionalism and sound judgement.
- Regulatory Responsibilities
This role is subject to the UK Senior Managers and Certification Regime (SMCR). All employees are expected to comply with the FCA and PRA Individual Conduct Rules:
- Act with integrity.
- Act with due skill, care and diligence.
- Be open and cooperative with regulators.
- Pay due regard to the interests of customers and treat them fairly.
- Observe proper standards of market conduct.
- Diversity, Equity & Inclusion
At Schroders, we recognise that diverse perspectives, experiences and backgrounds help us make better decisions and deliver stronger outcomes for our clients.
We are committed to building an inclusive workplace where everyone feels valued, respected and able to achieve their full potential.
We welcome applications from all qualified candidates regardless of age, disability, gender identity, marital or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientation.
We believe that fostering an inclusive culture strengthens our business and enables us to attract, develop and retain the best talent.
#J-18808-Ljbffr
Schroders in London employer: Schroders
Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Schroders in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Schroders. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Schroders in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Schroders.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Schroders's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Schroders
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Schroders.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Schroders will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Schroders employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
