Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team to analyse client portfolios and suggest investment strategies.
- Company: A leading FinTech Wealth Management firm in London, known for innovation and growth.
- Benefits: Enjoy a progressive culture, career growth opportunities, and a collaborative work environment.
- Why this job: Be part of a high-performance team that values transparency and client focus in finance.
- Qualifications: 1-3 years in financial modelling; experience in Wealth Management is a plus.
- Other info: Ideal for those eager to learn and grow in a sophisticated financial setting.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a growing FinTech Wealth Management firm in London who deliver institutional style solutions to highly sophisticated private clients. They are looking to hire at the analyst level currently, to work as part of their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in the last 10 years and have already grown assets significantly over a sustained period.
They are looking to hire a financial planner 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 clients.
Anyone who can demonstrate an experience of applied financial modelling and financial planning, 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
- ~1-3 years’ experience in a role that includes financial modelling
- ~ Exposure to Wealth Management e.g., financial planning for private clients
- ~ 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.
Financial Analyst - Associate employer: Undisclosed
Contact Detail:
Undisclosed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Analyst - Associate
✨Tip Number 1
Familiarise yourself with the latest trends in FinTech and Wealth Management. Understanding how technology is reshaping the industry will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in the FinTech space, especially those in financial planning roles. Engaging in conversations can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss specific examples of your experience with financial modelling and analysis. Being able to articulate how you've applied these skills in previous roles will demonstrate your readiness for the responsibilities of the position.
✨Tip Number 4
Showcase your inquisitive nature by preparing thoughtful questions about the firm’s approach to client portfolios and investment strategies. This not only highlights your interest but also aligns with their culture of continuous learning and improvement.
We think you need these skills to ace Financial Analyst - Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial modelling and planning. Emphasise any roles you've had in the Private Wealth space, showcasing your understanding of portfolio construction and asset allocation.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the FinTech sector and the specific firm. Mention your inquisitive nature and desire to learn, as well as how your skills align with their progressive and entrepreneurial culture.
Showcase Relevant Skills: In your application, clearly demonstrate your strong communication and commercial skills. Provide examples of how you've successfully conducted financial planning analysis or produced client reports in previous roles.
Highlight Your Academic Background: Include details about your academic achievements, especially if they relate to finance or investment. This will help establish your strong foundation in financial theories and investment solutions, which is crucial for this role.
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 your thought process and the outcomes.
✨Demonstrate Your Understanding of Wealth Management
Research the private banking and asset management market thoroughly. Be ready to discuss current trends and how they impact client portfolios, showcasing your knowledge and interest in the field.
✨Prepare for Technical Questions
Expect technical questions related to portfolio construction and asset allocation. Brush up on key concepts and be ready to apply them to hypothetical scenarios during the interview.
✨Exhibit Strong Communication Skills
Since this role involves client interaction, practice articulating complex financial concepts in a clear and concise manner. Use examples from your past experiences to demonstrate your ability to communicate effectively with clients.
