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- Tasks: Join a dynamic team to analyse client portfolios and suggest investment strategies.
- Company: A cutting-edge FinTech firm in London, revolutionising private wealth management with technology.
- Benefits: Enjoy a progressive culture, career growth opportunities, and the chance to work with sophisticated investors.
- Why this job: Be part of a high-performance, low-ego environment that values innovation and client focus.
- Qualifications: 1-5 years in financial modelling; experience in wealth management is a plus.
- Other info: Ideal for inquisitive candidates eager to learn and grow in a fast-paced industry.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent years and already grown assets significantly over a sustained period.
They are looking to hire a portfolio analyst/financial planners who can take on broad roles and plenty of responsibility. Their culture is progressive, collegiate and is best described as high performance but low ego. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach.
In the last couple of years this firm have grown their client and asset base and are looking to continue to grow their team as a result. Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated UHNW and HNW investors.
Anyone who can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good fits. We have also placed people into the team coming from Multi-Asset teams from institutional asset managers, as well as investment banking.
Key responsibilities include:
- Assisting in preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail, and drive development of automated reporting system.
- Conduct financial planning analysis for client portfolios and suggest investment actions that will best align the client’s portfolio with its objectives.
- Producing analyses for multi-asset class client portfolios, covering key exposures, including market betas, liquidity, currency, and geography.
Requirements:
- Strong academic background
- ~1-5 years’ experience in a role that includes financial modelling
- ~ Exposure to Wealth Management e.g., financial planning for private clients is advantageous but not essential
- ~ Strong understanding (or interest in) of the private banking and asset management market
- ~ Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
- ~ Understanding of portfolio construction and asset allocation
- ~ Applied knowledge of financial theories and investment solutions.
Asset Management: Investment Operations Analyst employer: Undisclosed
Contact Detail:
Undisclosed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Management: Investment Operations Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in FinTech and asset management. Understanding how technology is reshaping the investment landscape will not only impress your interviewers but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in the FinTech and private wealth sectors. Attend industry events or webinars to connect with potential colleagues and gain insights into the company culture and expectations.
✨Tip Number 3
Brush up on your financial modelling skills. Since the role requires applied financial modelling, being able to demonstrate your proficiency in this area during discussions can set you apart from other candidates.
✨Tip Number 4
Prepare thoughtful questions about the company's approach to client relationships and investment strategies. This shows your inquisitive nature and aligns with their culture of being client-focused and innovative.
We think you need these skills to ace Asset Management: Investment Operations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial modelling and any roles related to wealth management or investment analysis. Use specific examples that demonstrate your skills and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the FinTech industry and the specific role. Mention your interest in their innovative approach and how your background aligns with their needs, particularly in financial planning and client portfolio management.
Showcase Your Analytical Skills: In your application, emphasise your analytical abilities and experience with financial planning analysis. Provide examples of how you've successfully conducted analyses for client portfolios and suggested investment actions in previous roles.
Demonstrate Your Inquisitive Nature: Highlight your eagerness to learn and grow within the FinTech space. Mention any relevant courses, certifications, or self-study that showcase your commitment to staying updated on financial theories and investment solutions.
How to prepare for a job interview at Undisclosed
✨Showcase Your Financial Modelling Skills
Be prepared to discuss your experience with financial modelling in detail. Bring examples of past projects where you applied these skills, and be ready to explain the methodologies you used and the outcomes achieved.
✨Demonstrate Your Understanding of the Market
Research the private banking and asset management market thoroughly. Be ready to discuss current trends, challenges, and how they might impact the firm’s clients. This shows your genuine interest and understanding of the industry.
✨Emphasise Your Communication Skills
Since this role involves client interaction, highlight your communication skills. Prepare examples of how you've effectively communicated complex financial concepts to clients or colleagues in the past.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to investment solutions and their use of technology. This not only shows your interest but also your inquisitive nature, which is highly valued in their progressive culture.
