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For Companies At a Glance
- Tasks: Join a dynamic team to analyse client portfolios and suggest investment strategies.
- Company: A cutting-edge FinTech firm revolutionising Wealth Management in London.
- Benefits: Enjoy a progressive culture, career growth opportunities, and a collaborative environment.
- Why this job: Be part of an innovative team that values transparency and client focus while disrupting the industry.
- 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 high-performance, low-ego 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 / Consultant employer: Undisclosed
Contact Detail:
Undisclosed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Analyst / Consultant
✨Tip Number 1
Network with professionals in the FinTech and Wealth Management sectors. Attend industry events, webinars, or local meetups to connect with people who work at firms like ours. This can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends in financial technology and wealth management. Follow relevant blogs, podcasts, and news outlets to understand how technology is shaping the industry. This knowledge will help you engage in meaningful conversations during interviews.
✨Tip Number 3
Demonstrate your analytical skills by working on personal finance projects or simulations. Create financial models or analyses that showcase your ability to interpret data and make informed decisions. This practical experience can set you apart from other candidates.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to client relationships and technology use in financial planning. Showing genuine curiosity about how we operate can highlight your interest in the role and align with our progressive, inquisitive culture.
We think you need these skills to ace Financial Analyst / Consultant
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 industry and the specific firm. Mention your inquisitive nature and desire to learn, as well as how your skills align with their client-focused approach.
Showcase Relevant Skills: In your application, clearly demonstrate your strong communication and commercial skills. Provide examples of how you've successfully conducted financial analysis or produced reports in previous roles.
Research the Company Culture: Familiarise yourself with the firm's culture, which is described as high performance but low ego. Reflect this understanding in your application by using language that conveys teamwork and a collaborative spirit.
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 or analyses you've conducted, and be ready to explain the methodologies you used and the outcomes achieved.
✨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, as well as your perspective on the future of wealth management.
✨Emphasise Your Communication Skills
Since this role involves client-facing responsibilities, highlight your ability to communicate complex financial concepts clearly. Prepare to share examples of how you've successfully communicated with clients or stakeholders in the past.
✨Exhibit Your Inquisitive Nature
The firm values candidates who are eager to learn and grow. Prepare thoughtful questions about the company’s approach to financial planning and investment solutions, demonstrating your genuine interest in the role and the industry.
