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- Tasks: Support multi-asset portfolio management and investment strategy implementation.
- Company: Join Stonehage Fleming, a leader in investment management.
- Benefits: Gain exposure to investment research and strategy with potential for career growth.
- Why this job: Perfect for those passionate about finance and eager to learn in a dynamic environment.
- Qualifications: Degree level education; 1-2 years in wealth or asset management preferred.
- Other info: Full-time role with opportunities to collaborate across teams.
The predicted salary is between 28800 - 42000 £ per year.
The purpose of the Investment Analyst role is to support in key aspects relating to multi-asset portfolio management, investment strategy and fund research. Reporting to the Head of Multi-Asset Portfolio Solutions, the role will be integral in the day-to-day implementation of investment processes and delivery of investment strategy outcomes. Offering broad exposure to investment research, strategy and portfolio management, the role represents a strong opportunity to further a career in the investment management industry.
Key Responsibilities
- Work directly with Portfolio Manager and other investment team members in idea generation, portfolio construction and implementation.
- Monitor market and macro developments, participating in discussions on implications for portfolio strategy.
- Deliver high quality and timely collateral, including multi-asset fund reporting, monthly commentaries and presentation slides, supporting Client Management Team to articulate market drivers, strategy and performance.
- Prepare high quality materials for Investment Committee meetings and other internal forums as required.
- Gain a strong understanding of third-party active managers and strategies, offering opinion and critique.
- Assist in the portfolio management of multi-asset funds, monitoring cash flow and positioning on a daily basis, instructing trades where appropriate.
- Work closely with colleagues in Risk and Performance, Operations and Client Management, building strong working relationships and delivering required tasks as part of ongoing projects.
- Adhere to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay.
Qualifications And Experience
- Educated to degree level.
- 1-2 years experience in wealth management or asset management role preferred but not essential.
Skills And Competencies
- Excellent numerical skills.
- Advanced skills in Excel.
- Immediate to advanced level in all other Microsoft Office applications.
- Excellent communication skills (written and verbal).
- Excellent organisational skills.
- Methodical and meticulous – very strong attention to detail.
- Committed to delivery, proactive and hardworking.
- Ability to work under pressure.
- Enthusiasm for investment markets and macro-economic developments.
Education Level
- Degree or Equivalent.
Experience Level
- Mid Level.
Seniority level
- Entry level.
Employment type
- Full-time.
Job function
- Finance and Sales.
Investment Analyst (FTC) employer: Stonehage Fleming
Contact Detail:
Stonehage Fleming Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst (FTC)
✨Tip Number 1
Familiarise yourself with the latest trends in multi-asset portfolio management. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment management industry. Attend relevant events or webinars where you can meet people from Stonehage Fleming or similar firms, as personal connections can significantly boost your chances.
✨Tip Number 3
Brush up on your Excel skills, especially advanced functions and data analysis techniques. Being proficient in Excel is crucial for an Investment Analyst, and showcasing this skill can set you apart from other candidates.
✨Tip Number 4
Stay updated on macroeconomic developments and market news. Being able to discuss current events and their implications for investment strategies will demonstrate your enthusiasm and knowledge during the interview process.
We think you need these skills to ace Investment Analyst (FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or asset management. Emphasise any numerical skills and proficiency in Excel, as these are crucial for the Investment Analyst role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for investment markets and macro-economic developments. Mention specific experiences that demonstrate your attention to detail and ability to work under pressure.
Showcase Relevant Skills: Clearly outline your communication skills, both written and verbal, in your application. Provide examples of how you've successfully collaborated with teams or delivered high-quality reports in previous roles.
Research Stonehage Fleming: Familiarise yourself with Stonehage Fleming's investment strategies and recent market developments. This knowledge will help you tailor your application and prepare for potential interview questions.
How to prepare for a job interview at Stonehage Fleming
✨Know Your Investment Fundamentals
Make sure you have a solid understanding of investment principles, especially related to multi-asset portfolio management. Brush up on key concepts like asset allocation, risk management, and market trends, as these will likely come up during your interview.
✨Demonstrate Analytical Skills
Prepare to showcase your numerical and analytical skills, particularly with Excel. You might be asked to interpret data or solve problems on the spot, so practice relevant exercises beforehand to feel confident.
✨Stay Updated on Market Trends
Be aware of current market developments and macroeconomic factors that could impact investment strategies. This knowledge will not only help you answer questions but also demonstrate your enthusiasm for the investment field.
✨Prepare Thoughtful Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare insightful queries about the company's investment strategies or team dynamics to show your genuine interest in the role and the organisation.
